Crump Roofing

Sales Development Rep

• Conduct targeted outbound marketing phone calls to new and existing financial professionals to generate business development opportunities
• Use CrumpCRM to log calls, contacts, conversations, and illustration requests
• 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
• Describe and provide high-level training on Crump's digital solutions by phone or Webex
• Participate in ongoing professional growth through webinars, self-study, mentorship, and other educational opportunities
• Assist with training other teammates

Sales Development Specialist

Director

• Generate sales revenue to obtain sales quota
• Prospect, profile, and manage existing producers for new and existing insurance sales opportunities
• Recruit new producers into the book of business
• Utilize internal resources and coordinate with supporting teams to monitor and drive activity
• Develop a fiscal-year business plan focused on producing or exceeding quota
• Grow the book of business, accounts, and territory according to strategic business plan requirements
• Maintain proactive sales relationships with producers through profiling, relationship-building, and broker-base refinement
• Maintain monthly sales production metrics and achieve the sales production plan
• Maintain a consistent blend of Permanent versus Term business
• Partner with operations teams including contracting, illustrations, case management, underwriting, and commissions to issue and place policies
• Stay current on relevant industry, legislative, and tax-related issues
• Provide agent feedback on product marketing, processing, and customer service issues
• Conduct proactive sales calls, sales visits, seminars, marketing campaigns, and outreach
• Maintain accurate CRM activity records
• Present, conduct, and organize seminars for agents
• Demonstrate technical selling skills and product knowledge in life, annuity, long-term care, and disability products
• Navigate cases from presale to placement through understanding of the underwriting process

Regional Director

Sales

• Provide product and carrier information to producer groups and internal staff
• Maintain detailed product and financial knowledge on all carriers
• Develop working knowledge of internal and carrier software packages
• Run appropriate illustrations based on the competitive life insurance environment
• Provide producers with illustrations and other marketing materials
• Proactively follow up on presale activity
• Document requested illustrations for sales follow-up using a CRM system
• Participate in internal and carrier training on competitive markets, products, and industry trends
• Maintain departmental illustration workflows and service-level agreements for phone and illustration turnaround times

Sales Support Associate

General

• Drive sales and build strong relationships with producers to generate revenue and meet sales quotas
• Proactively call agents and recruit new agents to build a book of business
• Develop working relationships with producers by promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations, and effective management and utilization of Crump resources
• Build relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information
• Maintain and grow team sales goals in coordination with sales resources
• Make proactive calls to assigned agents to build territory
• Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
• Partner with sales resources in all aspects of producer development
• Call on lower-producing agents in a sales capacity
• Maintain proactive and supportive relationships with sales, operations teams, assigned agents, and solution centers
• Develop expert knowledge of products, carriers, and Crump resources
• Coordinate with sales team and producers to run complex and advanced illustrations and consult on creative solutions
• Effectively utilize the company client management system to manage the sales process

Internal Wholesaler

• Drive sales and build relationships with producers to generate revenue and meet sales quotas
• Proactively call agents and recruit new agents to build a book of business
• Promote agent recruiting and retention through sales ideas, marketing campaigns, illustrations, and Crump resources
• Build relationships with key producers regarding complex sales concepts, marketing campaigns, and product information
• Maintain and grow team sales goals in coordination with sales resources
• Develop new business by recruiting new agents and growing existing agent groups
• Partner with sales resources in producer development
• Call on lower-producing agents in a sales capacity
• Maintain relationships with sales, operations, assigned agents, and solution centers
• Develop expert knowledge of products, carriers, and Crump resources
• Coordinate complex and advanced illustrations with sales teams and producers, consulting on creative solutions
• Use the company client management system to manage the sales process

Sales Development Specialist

Regional Director

Sales Support Associate

Internal Wholesaler

Internal Wholesaler – Long Term Care