Internal Wholesaler

Crump; United States; Remote; USD 60,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Crump is seeking a results-driven sales professional to drive revenue by building strong relationships with producers and recruiting new agents to grow a book of business.

You will promote agent development, coordinate with sales resources, and leverage Crump resources and illustrations to deliver solutions. The role emphasizes proactive calling, teamwork with operations, and maintaining expert knowledge of products and carriers.

Qualifications

• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service to internal and external customers.
• Effective time management and ability to multitask.
• Ability to work independently and in a team.
• Experience in life insurance industry and sales support preferred.
• Understanding of insurance products and underwriting basics.

Responsibilities

• Builds relationships with key producers to discuss sales concepts and product information.
• Maintain and grow team sales goals with sales resources.
• Proactive calling to all assigned agents to build territory.
• Develop new business by recruiting new agents and expanding existing groups.
• Coordinate with sales resources for producer development.
• Maintain proactive relationships with sales, operations, and agents.
• Develop expert knowledge of products, carriers, and Crump resources.
• Coordinate with team to run complex illustrations and solutions.

Skills

Interpersonal communication

Customer service

Time management

Task prioritization

Independent work

PC proficiency

Microsoft Office

Problem solving

Communication across levels

Industry knowledge

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

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

Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources.

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.

• Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.


• Maintain and grow team sales goal in coordination with sales resources


• Proactive calling to all assigned agents to build territory


• Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential


• Partner with sales resources in all aspects of producer development.


• Be able to call on lower producing agents in a sales capacity.


• Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers.


• Develop expert knowledge of products, carriers, and Crump resources.


• Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions


• Effectively utilize company client management system to manage sales process

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 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


• Excellent telephone etiquette skills


• Ability to display maturity, competitiveness, and a good work ethic


• Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes


• Possess basic knowledge of insurance underwriting


• Two years of work experience in the life insurance industry, with one year of experience in a sales support role

Preferred Qualifications:

• Series 6 and State Insurance Licenses


• Understanding of sales concepts, illustrations, and the underwriting process

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, and 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 ret

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.