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Sales Development Specialist
Crump Roofing. Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with new and existing financial professionals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in conducting targeted marketing campaigns and providing exceptional customer support within the financial services sector. Proficient in utilizing CRM systems and digital tools to enhance business development and relationship management.
Highest-signal resume keywords
CrumpCRM ProficiencyPhone-Based Sales ExperienceCustomer Service ExcellenceMicrosoft 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
CRM System UtilizationOutbound MarketingBusiness DevelopmentData AnalysisDigital Platform Training
Soft Skills
Effective CommunicationTime ManagementTeam CollaborationProblem SolvingSelf-Directed Work
Tools & Technologies
Crump Transaction CenterWebexMicrosoft DynamicsWindows Environment
Industry Keywords
Financial ProfessionalsMarketing CampaignsCustomer SupportSales OpportunitiesProfessional Growth
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 information to create and maintain accurate profiles using CrumpCRM, a Microsoft Dynamics-based CRM system
- Support financial professional questions about Crump resources and connect them with the correct support through online, phone, or in-person channels
- Perform outbound marketing calls to generate business development opportunities
- Utilize CrumpCRM to log calls, contacts, conversations, and illustration requests
- Support adoption of Crump's digital platform tools, including the Crump Transaction Center and other web-based tools, through phone training and Webex walkthroughs
- 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
- Describe and provide high-level training on Crump's 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
- 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