Sales Development Specialist

Summary

Crump Life Insurance Services provides technology-enabled support and services to financial professionals and insurance industry partners. The Sales Development Specialist conducts targeted phone-based marketing campaigns, develops new business and relationship opportunities, maintains financial professional profiles in CrumpCRM, supports digital platform adoption, and connects customers with appropriate resources.

Responsibilities

• Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities
• Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests
• Support financial professional adoption of Crump's digital platform tools such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed
• Collaborate with internal and external sales partners to further financial professional business development opportunities
• Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach and be able to change approaches as needed to achieve campaign goals
• Identify additional business development opportunities beyond the specific campaign topic, based on knowledge of additional Crump products and services
• Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts)
• Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service to connect the financial professional with the Crump resources needed
• Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex
• Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities with the goal of increasing Crump and industry knowledge to increase effectiveness of business development skills
• Assist with training of other teammates

Skills

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PCs in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Prior phone-based sales or service experience
• Experience in financial services

Qualifications

Must Haves

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PCs in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience

Nice to Haves

• Prior phone-based sales or service experience
• Experience in financial services

Benefits

• Remote work arrangement
• PTO
• Medical insurance
• Dental insurance
• Vision insurance
• Retirement savings
• Disability insurance
• Life insurance
• Educational webinars
• Self-study classes
• Mentorship opportunities
• Other educational opportunities