National External Annuities Sales Executive

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

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.