Role Description
Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face-to-face visits to conferences, meetings, agencies, and agents directly.
Qualifications
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Effective interpersonal and written communication skills
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Ability to provide excellent customer service to both internal and external customers
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Effective time management skills
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Ability to prioritize and accomplish multiple tasks simultaneously
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Capable of working independently as well as in a team environment
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Ability to work in a self-directed fashion
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Experience with PCs in a Windows environment
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Demonstrated proficiency in basic computer applications such as Microsoft Office software products
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Ability to analyze problems and develop solutions
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Ability to communicate with individuals at all levels of the organization
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Bachelor's degree or equivalent education, training, and work-related experience
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Exceptional presentation skills
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Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
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Ability to quickly build rapport and trust while interacting with clients and delivering presentations
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Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
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Strong life product and/or related product experience
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Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
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Proven track record of progressive sales quota attainment
Requirements
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Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line, and/or solution center
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Utilize and understand internal resources to capitalize on team results
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Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
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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
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Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
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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
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Remain contemporary on relevant industry, legislative, and tax-related issues
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Provide feedback from agents on product marketing, processing, and other related customer service issues
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Make required volume of proactive sales calls as required
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Maintain accurate customer relationship management (CRM) activity records
Benefits
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A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.