Internal Wholesaler

Crump
Onsite

About The Position

Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources.

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 PCs 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
  • Excellent telephone etiquette skills
  • Ability to display maturity, competitiveness, and a good work ethic
  • Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes
  • Possess basic knowledge of insurance underwriting
  • Two years of work experience in the life insurance industry, with one year of experience in a sales support role

Nice To Haves

  • Series 6 and State Insurance Licenses
  • Understanding of sales concepts, illustrations, and the underwriting process

Responsibilities

  • Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.
  • Maintain and grow team sales goal in coordination with sales resources
  • Proactive calling to all assigned agents to build territory
  • Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
  • Partner with sales resources in all aspects of producer development.
  • Be able to call on lower producing agents in a sales capacity.
  • Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers.
  • Develop expert knowledge of products, carriers, and Crump resources.
  • Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions
  • Effectively utilize company client management system to manage sales process

Benefits

  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance
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