Sales Development Specialist

Crc Insurance Services

416d

About The Position

The Sales Development Specialist at CRC Insurance Services, Inc. is responsible for conducting targeted phone-based marketing campaigns aimed at generating business development and relationship growth opportunities with financial professionals. This role involves utilizing the CrumpCRM system to maintain accurate profiles, supporting financial professionals with inquiries, and collaborating with sales partners to enhance business development efforts.

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

Nice To Haves

• Prior phone-based sales or service experience
• Experience in financial services

Responsibilities

• Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities.
• Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests.
• Support financial professional adoption of Crump's digital platform tools through phone training and Webex walk-throughs.
• Collaborate with internal and external sales partners to further financial professional business development opportunities.
• Analyze financial professional business needs based on CrumpCRM profile information to determine the best sales approach.
• Identify additional business development opportunities based on knowledge of Crump products and services.
• Provide marketing support content distribution including emails, webinars, videos, flyers, and podcasts.
• Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service.
• Describe and provide high-level training on Crump's digital solutions over phone and/or Webex.
• Commit to ongoing professional growth through participation in educational webinars and self-study classes.
• Assist with training of other teammates.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days
• Sick days
• Paid holidays
• Defined benefit pension plan (depending on position)
• Restricted stock units (depending on position)
• Deferred compensation plan (depending on position)

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree