External Wholesaler-Annuities (Remote)

Crump; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Job summary

Crump, a leading life insurance carrier, seeks a dynamic sales professional to develop and create new brokerage activity by distributing annuity products to agents nationwide through digital outreach, conferences, meetings, agencies, and direct visits.

You will maintain producer relationships, analyze markets, and collaborate with licensing, case management, underwriting, and commissions teams to issue and place policies while driving sales growth and customer satisfaction.

Qualifications

• 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 PC’s 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.
• Exceptional presentation skills.
• Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry.
• Ability to quickly build rapport and trust while interacting with clients and delivering presentations.
• Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics.
• Strong life product and/or related product experience.
• 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.

Responsibilities

• Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center.
• Utilize and understand internal resources to capitalize on team results.
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements.
• 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.

Skills

Interpersonal skills

Written communication

Customer service

Time management

Prioritization

Independent/self-directed

Presentation skills

Relationship building

Problem solving

Communication with all levels

Education

Bachelor’s degree or equivalent education

Tools

Microsoft Office

Windows

Job description

Why Crump?

We understand that our teammates are more alike than we are different and that we are One Crump. 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.

Job Summary

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.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
• Utilize and understand internal resources to capitalize on team results
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
• 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

  QUALIFICATIONS

  Required Qualifications:

  The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

  • 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 PC’s 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
  • Exceptional presentation skills
  • Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
  • Ability to quickly build rapport and trust while interacting with clients and delivering presentations
  • Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
  • Strong life product and/or related product experience
  • 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

  Preferred Qualifications

  • Life brokerage experience
  • Strong working knowledge of Crump and appropriate channel/account/product line

  What AmeriLife Offers

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

  Equal Employment Opportunity 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. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

  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. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

  Pay Transparency Statement

  We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

  Background Screening Statement

  Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.