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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in conducting targeted phone-based marketing campaigns and providing exceptional customer service within the financial services sector. Proficient in utilizing CrumpCRM and Microsoft Office to support business development and relationship growth opportunities.
Highest-signal resume keywords
CrumpCRM ProficiencyPhone-Based Sales ExperienceCustomer Service ExcellenceFinancial Services KnowledgeEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CrumpCRMMicrosoft OfficeOutbound MarketingData AnalysisProblem Solving
Soft Skills
Interpersonal SkillsTime ManagementTeam CollaborationSelf-Directed WorkWritten Communication
Tools & Technologies
Crump Transaction CenterWebexWindows Environment
Industry Keywords
Financial ProfessionalsBusiness DevelopmentMarketing CampaignsCustomer SupportTraining and Mentorship
About the role
Key responsibilities & impact- Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with new and existing financial professionals
- Obtain financial professional-specific information to create and maintain accurate profiles using CrumpCRM (Microsoft Dynamics-based CRM)
- Support financial professional questions about troubleshooting Crump resources and connect them with appropriate support
- Perform outbound marketing phone calls to generate business development opportunities
- Use CrumpCRM to log calls, contacts, conversations, and illustration requests
- Support adoption of Crump digital platform tools, including Crump Transaction Center and other web-based tools, through phone training and Webex walk-throughs
- Collaborate with internal and external sales partners on business development opportunities
- Analyze financial professional business needs and adjust sales approaches to achieve campaign goals
- Identify additional business development opportunities based on knowledge of Crump products and services
- Distribute marketing support content including emails, webinars, videos, flyers, and podcasts
- Provide customer support for inbound sales calls and emails and connect financial professionals with needed Crump resources
- Describe and provide high-level training on Crump digital solutions by phone and/or Webex
- Participate in educational webinars, self-study classes, mentorship, and other professional growth opportunities
- Assist with training other teammates
Requirements
What you’ll need- 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
- Employment offers are contingent upon successful completion of a background screening
- Prior phone-based sales or service experience
- Experience in financial services
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance