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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and customer service skills while effectively managing multiple tasks in a fast-paced environment. Proficient in utilizing CrumpCRM and Microsoft Office to support business development and training initiatives.
Highest-signal resume keywords
Phone-Based Sales ExperienceCustomer Service ExcellenceCrumpCRM ProficiencyMicrosoft Office ProficiencyFinancial Services Knowledge
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 AnalysisDigital Solutions Training
Soft Skills
Interpersonal CommunicationTime ManagementProblem SolvingTeam CollaborationSelf-Direction
Tools & Technologies
WebexDigital Platforms
Industry Keywords
Financial ServicesBusiness DevelopmentMarketing CampaignsCustomer SupportProfessional Growth
About the role
Key responsibilities & impact- Conduct targeted phone-based marketing campaigns to generate business development and relationship growth opportunities with new and existing financial professionals
- Obtain financial professional information to create and maintain accurate profiles in CrumpCRM
- Perform outbound marketing calls and log calls, contacts, conversations, and illustration requests in CrumpCRM
- Support adoption of Crump's digital platform 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 adapt 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 appropriate Crump resources
- Describe and provide high-level training on Crump digital solutions, including usage and navigation
- Participate in 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 internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently and 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
- Prior phone-based sales or service experience (preferred)
- Experience in financial services (preferred)
- Successful completion of a background screening as a condition of employment
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance