Strategic Growth Manager – B2B Insurance & Finance

Crump Life Insurance Svcs Inc; Atlanta (GA); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation & holidays

Job summary

Crump Life Insurance Svcs Inc. seeks a sales professional to call on insurance agents and brokers, educate clients on Premium Finance, and expand loan volumes within an assigned territory. The role includes data gathering, competitive monitoring, and collaboration with internal teams to maximize revenue opportunities.

The candidate will use Salesforce to track activities and develop pricing proposals for management approval, with occasional travel to industry events and client sites.

Qualifications

• Bachelor's degree in Business or related field or equivalent education and training
• Two years of B2B sales experience, preferably in financial services or insurance
• Excellent verbal and written communication skills
• Strong organizational and time management skills
• Self-motivated, independent worker
• Proficiency in basic computer applications, such as Microsoft Office
• Ability to travel, occasionally overnight

Responsibilities

• Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet PF standards.
• Develop and maintain relationships with existing clients to maintain or expand loan volume by identifying problems and providing solutions.
• Manage assigned territory with guidance from manager.
• Monitor local insurance trends and report to management, as needed.
• Monitor local competitive environment and report to management, as needed.
• Analyze monthly reports to identify opportunities to increase sales and minimize lost volume.
• Ensure revenue goals are met by analyzing profitability for each relationship.
• Communicate with marketing staff and operational staff to maximize opportunities.
• Utilize Salesforce.com to record sales activity and create follow‑up activities.
• Develop pricing proposals as needed and submit to management for approval.

Skills

Verbal and written communication

Organizational skills

Time management

Self-motivation

Office software (Microsoft Office)

Education

Bachelor's degree in Business or related field

Tools

Salesforce.com

Job description

Crump Life Insurance Svcs Inc. seeks a sales professional to call on insurance agents and brokers, educate clients on Premium Finance, and expand loan volumes within an assigned territory. The role includes data gathering, competitive monitoring, and collaboration with internal teams to maximize revenue opportunities.

The candidate will use Salesforce to track activities and develop pricing proposals for management approval, with occasional travel to industry events and client sites.