Teams at Crump Life Insurance Services

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.

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.

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.