Crump Life Insurance Services Benefits Overview

Provide advanced life insurance case design and illustration support to producers: research complex cases, select carriers/products, create marketing materials, prepare compliant sales presentations, and liaise among financial institutions, agents, and carriers to facilitate sales.

The Regional Insurance Strategist builds relationships to initiate sales of life insurance products, supports advisors, and manages insurance planning processes.

Serve as marketing partner to assigned business units, develop annual marketing plans and deliverables (emails, brochures, web and social content, trade show materials), manage projects and approvals including compliance review, analyze campaign effectiveness, and perform routine administrative tasks like list and inbox management.