Regional Specialist

Why Crump?

We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.

At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

Job Summary

Build relationships and initiate new sales in assigned territories. Sales includes selling estate, business, charitable and life insurance concepts and ideas with Financial Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting process once the sale is made. This includes designing cases, understanding advanced life insurance concepts, providing product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts at various locations within the assigned territory.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms.
• Spends time outside the office working face to face with producers to build insurance business.
• Assists in producing needs analysis, sales proposals and sales illustrations; coordinates marketing seminars, maintains sales database; assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.); corresponds with current and new Advisors to answer inquiries and resolve problems; ensures applications are processed and verifies issued contracts prior to distribution to Advisors and policy holders.
• Possess a clear understanding and knowledge of our wire house firms, their requirements and Crump supporting role within their systems.5. Understand and be able to explain to any Advisor how life insurance products work, the differences between product types and the advantages of owning life insurance.
• Help the Advisor identify the sales opportunities and give them direction and assistance in selling the appropriate life insurance product. Be able to move and motivate the Advisor to take action on the proposed plan.
• Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor.
• Communicate in writing or over the phone in a professional and effective manner to the Advisor and the client.
• Coordinate and present at training sessions and key meetings.
• Coordinate within the Crump Sales and business development teams within the territory
• Interface with support staff for the completion and placement of life insurance with clients

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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 environment6. 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 products9. 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
• Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)13. Life, Health & Accident active license
• Three years of direct life insurance selling experience in the field directly with clients and/or five years of handling inside sales helping agents sell life insurance through a General Agency or insurance carrier platform
• Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation issues), insurance planning (including how to handle 1035 exchanges, loans, explanation of insurance forms and how to determine the need and amount of coverage needed), and deferred compensation (i.e., using life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor)
• Ability to develop complete understanding of the underwriting process

Preferred Qualifications:

• Advanced designations, such as JD, CFP, CLU, and other industry credentials