Sales Development Specialist

AmeriLife; Pennsylvania; Remote; USD 25,000 - 36,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement Savings

Disability Insurance

Life Insurance

Remote position

Job summary

AmeriLife, a leader in retirement-focused financial solutions, is seeking an entry-level marketer to conduct outbound phone campaigns aimed at financial professionals. You will log activities in CrumpCRM, assist with Crump's digital tools, and collaborate with internal sales partners to grow business opportunities.

The role is remote, with opportunities to develop product knowledge and marketing skills through webinars, training, and onboarding support for teammates.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Experience with PCs in Windows environment and Microsoft Office.
• Ability to analyze problems and develop solutions.
• Strong interpersonal and written communication skills.

Responsibilities

• Perform outbound marketing phone calls to generate business development opportunities.
• Log calls, contacts, conversations, and illustration requests in CrumpCRM.
• Support adoption of Crump's digital tools via training and Webex walkthroughs.
• Collaborate with sales partners to drive opportunities.
• Identify additional business development opportunities beyond the campaign topic.
• Provide marketing content distribution such as emails, webinars, and videos.
• Deliver customer support via calls and emails to connect professionals with Crump resources.
• Describe and train on Crump's digital solutions over phone/Webex.
• Participate in webinars and training to grow Crump/industry knowledge.

Skills

Communication

Customer service

Time management

Multitasking

Independence

Windows

Microsoft Office

Problem solving

Cross-level communication

Education

Bachelor's degree or equivalent education, training and work-related experience

Tools

CrumpCRM

Microsoft Dynamics

Job description

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with both new and existing financial professionals. Obtain financial professional specific information to help create and maintain accurate profiles using CrumpCRM (Microsoft Dynamics-based Customer Relationship Management system). Support financial professional questions about troubleshooting Crump resources and help connect them with the correct Crump support, on-line, on the phone, or in-person. This is an Entry Level, remote position.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities.
• Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests.
• Support financial professional adoption of Crump's digital platform tools such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed.
• Collaborate with internal and external sales partners to further financial professional business development opportunities.
• Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach and be able to change approaches as needed to achieve campaign goals.
• Identify additional business development opportunities beyond the specific campaign topic, based on knowledge of additional Crump products and services.
• Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts).
• Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service to connect the financial professional with the Crump resources needed.
• Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex.
• Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities with the goal of increasing Crump and industry knowledge to increase effectiveness of business development skills.
• Assist with training of other teammates.

Qualifications

Required 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

Preferred Qualifications

• Prior phone-based sales or service experience
• Experience in financial services

Position will pay $22/hr Plus Benefits

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.