Note: The job is a remote job and is open to candidates in USA. AmeriLife develops, markets, and distributes annuity, life, and health insurance solutions for people planning for and living in retirement. The Sales Development Specialist conducts phone-based marketing campaigns, generates business development opportunities, maintains financial professional profiles in CrumpCRM, supports digital platform adoption, and provides customer support and training.
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 such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed
- Collaborate with internal and external sales partners to further financial professional business development opportunities
- Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach and be able to change approaches as needed to achieve campaign goals
- Identify additional business development opportunities beyond the specific campaign topic, based on knowledge of additional Crump products and services
- Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts)
- Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service to connect the financial professional with the Crump resources needed
- Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex
- Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities with the goal of increasing Crump and industry knowledge to increase effectiveness of business development skills
- Assist with training of other teammates
Skills
- * 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
- * Prior phone-based sales or service experience
- * Experience in financial services
Benefits
- PTO
- Medical
- Dental
- Vision
- Retirement savings
- Disability insurance
- Life insurance
- Remote position
Company Overview