Crump Life Insurance Services · 1 day ago
Regional Director
United States
Full-time
Remote
Director/Executive
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Responsibilities
Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business.
Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity.
Develop a business plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota.
Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production.
Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base.
Maintain sales production metrics monthly, build appropriate sales inventory and achieve sales production plan.
Maintain a consistent blend of Permanent versus Term business.
Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies.
Remain contemporary on relevant industry, legislative and tax-related issues.
Provide feedback from agents on product marketing, processing and other related customer service issues.
Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production.
Maintain accurate customer relationship management (CRM) activity records.
Present, conduct and organize seminars for agents.
Demonstrate technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the underwriting process and can navigate a case from presale to placement.
Qualification
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Required
Successful sales experience with life insurance products and/or insurance brokerage industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas.
Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts.
Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue.
Effective interpersonal and written communication skills.
Ability to provide excellent customer service to both internal and external customers.
Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously.
Capable of working independently as well as in a team environment.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Ability to analyze problems and develop solutions.
Ability to communicate with individuals at all levels of the organization.
Excellent prospecting, presentation, and conceptual selling skills.
Must be able to travel 50%.
Life insurance license, FINRA securities registration, CLU, ChFC, and CFP certifications and other commercial oriented designations desirable.
Bachelor’s degree or equivalent education, training and work-related experience.
Company
Crump Life Insurance Services
Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.
Founded in 1920
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Melanie Regan
Executive Assistant To The CEO
Ron Fulton
DIRECTOR LIFE Education Group
Company data provided by crunchbase
