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Crump Life Insurance Services, LLC

Crump-External Wholesaler (Annuities)

Crump Life Insurance Services, LLC, Phila, Pennsylvania, United States,


Crump-External Wholesaler (Annuities)Apply locations: Remote - Pennsylvania

Time Type: Full time

Posted on: Posted 3 Days Ago

Job Requisition ID: R0000000243

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Develop and create new business brokerage/sales activity via the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents nationwide through digital, face-to-face visits to conferences, meetings, agencies and agents directly.

ESSENTIAL DUTIES AND 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.

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.

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.

Preferred Qualifications:

Life brokerage experience.

Strong working knowledge of Crump and appropriate channel/account/product line.

General Description of Available Benefits for Eligible Employees of TIH Insurance:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.

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 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.

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