External Wholesaler-Annuities (Remote)

Crump•Remote, UT, UT

5d•Remote

About The Position

Develop and create new brokerage and sales activity by distributing annuity products to agents nationwide. The role uses digital outreach and face-to-face visits to conferences, meetings, agencies, and agents. The wholesaler builds and maintains producer relationships, grows a book of business in line with strategic plans, achieves sales production goals, and coordinates with internal operations teams to issue and place policies. The position also requires staying current on industry, legislative, and tax-related issues and sharing agent feedback on products, marketing, processing, and customer service.

Requirements

Effective interpersonal and written communication skills.
Ability to provide excellent customer service to internal and external customers.
Effective time management skills.
Ability to prioritize and accomplish multiple tasks simultaneously.
Ability to work independently and in a team environment.
Ability to work in a self-directed fashion.
Experience with PCs in a Windows environment.
Proficiency in basic computer applications, including 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.
Exceptional presentation skills.
Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry.
Ability to quickly build rapport and trust with clients and deliver presentations.
Proven ability to consistently meet sales production metrics each month, with strong client retention and satisfaction metrics.
Strong life product and/or related product experience.
Understanding of current market issues and trends in the insurance or financial industry and related tax ramifications.
Proven track record of progressive sales quota attainment.

Nice To Haves

Life brokerage experience.
Strong working knowledge of Crump and the appropriate channel, account, or product line.

Responsibilities

Prospect and profile producers for new and existing insurance sales opportunities within a defined sales channel, product line, or solution center.
Use internal resources to contribute to team results.
Grow a book of business, account, or territory in line with strategic business plan requirements.
Maintain sales relationships with producers through ongoing profiling, relationship-building, and refreshing the broker base.
Maintain monthly sales production metrics, build sales inventory, and achieve the sales production plan.
Partner with Crump operations teams, including licensing, illustrations, case management, underwriting, and commissions, to issue and place policies effectively.
Stay current on relevant industry, legislative, and tax-related issues.
Provide agent feedback on product marketing, processing, and customer service issues.
Make the required volume of proactive sales calls.
Maintain accurate customer relationship management (CRM) activity records.