Director, Advanced Sales – Remote
March 1, 2023 by Crump
About the job
Regular Or Temporary
Regular
Language Fluency: English (Required)
Work Shift
1st shift (United States of America)
Please Review The Following Job Description
Provide life insurance producers with specific advanced planning support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts, writing articles and materials for agent use and researching technical business, executive benefits and estate planning questions. Must have a JD. Position will be remote work from home.
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.
- Advanced sales case design
- Advanced case research and development
- Creation of advanced sales marketing tools
- Writing articles and technical materials for agents’ use
- Act as a liaison between agents and carrier home offices to facilitate sales
- Support the sale of carrier specific and Crump proprietary advanced sales deliverables
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 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
- Experience with business succession, executive benefit, gift, estate and income tax regulations
- Experience with advanced case design, research and complex cases
- Experience creating marketing tools to drive sales
- Solid understanding of various tax and legal rules, as it pertains to life insurance
- Excellent writing and technical research skills
- Exceptional organizational skills
- Knowledge of carrier specific advanced sales concepts and illustration software
Preferred Qualifications
- Bachelor’s degree in Business, Finance or Marketing
- Professional designation (CLU, CFP, ChFC, CPA, or related practices including law)
- Experience with life products
- Insurance brokerage experience
Crump Life Insurance supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Crump Life Insurance is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
