Sales Development Specialist

Amerilife Group, LLC; Pennsylvania; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

PTO

Retirement plan

Disability insurance

Life insurance

Job summary

AmeriLife Group, LLC is seeking a results-driven marketing professional to conduct targeted outbound calls and grow relationships with financial professionals. You will record interactions in CrumpCRM, assist with training on Crump tools, and partner with sales teams to drive development opportunities.

The role emphasizes client-focused communication, CRM analytics, and content distribution across emails, webinars, and digital resources to support business growth.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Experience with PCs in a Windows environment and basic MS Office tools.
• Strong interpersonal and written communication skills; customer service oriented.

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 platform tools through training and Webex walkthroughs.
• Collaborate with internal and external sales partners to advance opportunities.
• Analyze financial professional needs to tailor sales approaches and campaigns.
• Distribute marketing content (emails, webinars, videos, flyers, podcasts).

Skills

Effective communication

Customer service

Time management

Multitasking

Independent work

Self-directed

Problem solving

Cross-level communication

Education

Bachelor's degree or equivalent

Tools

CrumpCRM

Microsoft Office

Windows environment

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

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.

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.

• 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: These are the requirements listed below. 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

Preferred Qualifications

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

What AmeriLife Offers

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

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.

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].

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.

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.

Join a company where your contributions make a difference.

The demand for financial services is growing—7 in 10 Americans agree the pandemic has been a wake-up call to re-evaluate long-term financial goals. Our business units go to market under different brands (Crump, RiskRighter, Tellus Brokerage Connections, TIME, and Truist Life Insurance Services), yet we all support our mission of delivering more resources, insurance, and retirement solutions, and creating a perfect client experience for financial professionals and consumers. Our culture focuses on embracing diversity and inclusion, while fostering a “place I want to be” environment for teammates. If you are passionate about creating change by providing unmatched service, then we may be the place for you. We are a high-performance organization that values our teammates’ contributions to our success. We offer a one-stop shop working closely with the industry’s highest-rated and most competitive carriers for life, annuities, long term care, linked benefits, and disability insurance and to provide seamless access to our in-house expertise for each product line. Crump, a leading third-party distributor and service provider of insurance and retirement products, is part of TIH Insurance.