External Wholesaler-Annuities (Remote)

Crump; Heber (UT); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

Crump in Utah is seeking a sales professional to expand our annuity products business with agents nationwide. The role emphasizes proactive outreach, relationship building, and meeting sales targets.

You will collaborate with Crump's operations teams to issue policies, maintain CRM records, and stay informed on industry and tax developments affecting clients. A bachelor degree and two years of life insurance sales are preferred.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Two years of successful sales experience with life insurance products.
• Proven ability to build sales production metrics on a consistent basis each month with strong client retention and satisfaction.
• Knowledge of Crump and appropriate channel/product line is a plus.

Responsibilities

• Develop and create new business brokerage/sales activity via annuity products to agents nationwide through digital and face-to-face meetings.
• Incrementally grow book of business and maintain proactive relationships with producers in assigned territory or channel.
• Maintain monthly sales production metrics and achieve sales production plans.
• Collaborate with Crump's operations teams to issue and place policies.
• Stay informed on industry, legislative and tax-related issues affecting clients.
• Provide feedback from agents on product marketing and processes.
• Make proactive sales calls as required.
• Maintain CRM activity records.

Skills

Customer service

Sales experience

Prospecting

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM systems

Job description

Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company's value proposition - for both its employees and its customers.

At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients' needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

Responsibilities

• Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly. Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
• Incrementally grow book of business, account, territory, etc. 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 on a monthly basis, build appropriate sales inventory and achieve sales production plan
• Work with and maintain strong working partnerships with Crump's operations teams (licensing, 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 as required
• Maintain accurate customer relationship management (CRM) activity records

Requirements

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
• Ability to provide excellent customer service to both internal and external customers
• Experience with PC's in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Bachelor's degree or equivalent education, training and work-related experience
• Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
• Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
• Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
• Proven track record of progressive sales quota attainment
• Strong working knowledge of Crump and appropriate channel/account/product line

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Opportunity & Diversity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. If you require assistance or accommodation during the application process, please contact us at .

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential.