External Wholesaler

Crump

1d•Remote

About The Position

Crump is a leading third-party distributor and service provider of insurance and retirement products, part of TIH Insurance. The company emphasizes a collaborative work model, investing in teammates, supporting business goals of professionals, and bettering communities. They aim to maintain their standing as an industry top performer through consistent customer and employee satisfaction and retention. The demand for financial services is growing, with many Americans re-evaluating long-term financial goals. Crump's business units, including Crump, RiskRighter, Tellus Brokerage Connections, TIME, and Truist Life Insurance Services, work together to deliver resources, insurance, and retirement solutions, creating a perfect client experience. The company fosters a culture of diversity and inclusion, aiming to be a "place I want to be" for teammates. They are a high-performance organization that values contributions and offers a one-stop shop, working with highly-rated carriers for life, annuities, long term care, linked benefits, and disability insurance, providing seamless access to in-house expertise for each product line. The External Wholesaler role involves developing and creating new business brokerage/sales activity by distributing Life Insurance, Disability Income, Long-term Care, Fixed Annuity, and/or other related insurance products to agents nationwide through digital and face-to-face visits to conferences, meetings, agencies, and agents directly. This position is remote in the Southern California area and requires experience wholesaling in the Inspirational Market place.

Requirements

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 PC's 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
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 while interacting with clients and delivering presentations
Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
Strong life product and/or related product experience
Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications

Nice To Haves

Life brokerage experience
Strong working knowledge of Crump and appropriate channel/account/product line

Responsibilities

Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
Utilize and understand internal resources to capitalize on team results
Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
Remain contemporary on relevant industry, legislative and tax-related issues
Provide feedback from agents on product marketing, processing and other related customer service issues
Make required volume of proactive sales calls as required
Maintain accurate customer relationship management (CRM) activity records