National Annuities Sales Broker – External Wholesaler

Crump; Salt Lake City (UT); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

Crump in Salt Lake City seeks a dynamic sales professional to develop and create new business brokerage/sales activities via annuity products distributed to agents nationwide, through digital and face-to-face meetings at conferences, agencies, and with agents directly.

The role requires proven sales experience in life insurance products, strong presentation skills, and the ability to build relationships, manage CRM activity, and drive monthly sales metrics within a team-oriented environment.

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 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
• 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

Sales experience

Customer service

Interpersonal skills

Time management

Independent work

Presentation skills

CRM experience

Communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

PC/Windows

Job description

Crump in Salt Lake City seeks a dynamic sales professional to develop and create new business brokerage/sales activities via annuity products distributed to agents nationwide, through digital and face-to-face meetings at conferences, agencies, and with agents directly.

The role requires proven sales experience in life insurance products, strong presentation skills, and the ability to build relationships, manage CRM activity, and drive monthly sales metrics within a team-oriented environment.