Crump Life Insurance Services Benefits Overview

Conduct outbound phone-based marketing campaigns to generate business development opportunities with financial professionals. Maintain CRM profiles, log interactions, support digital platform adoption through phone and Webex training, identify additional sales opportunities, distribute marketing content, and provide inbound sales support. Collaborate with sales partners, analyze business needs, assist with teammate training, and build financial services expertise.

Drives sales and revenue growth by building relationships with insurance producers, recruiting new agents, making proactive calls, and meeting sales quotas. Promotes insurance products, marketing campaigns, illustrations, and Crump resources. Partners with sales and operations teams, manages the sales process in the client management system, and provides advanced illustration consulting and product guidance.

Sell life, long-term care, and disability income insurance to clients and advisors. Lead discovery conversations, identify coverage gaps, explain insurance and planning solutions, manage sales activity, complete applications, and guide cases through underwriting to purchase. The role requires maintaining client relationships, handling referrals and scheduled calls, meeting sales quotas, and applying knowledge of insurance products, estate planning, business planning, and 1035 exchanges.