Job Description
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 Provide life insurance producers with specific advanced planning and illustration 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, and presenting planning concepts. Job Description 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 Ability to fully understand client life needs – income protection, estate planning, replacement Review available approved products per wirehouse and select carriers, products, and design that are best for the client Creation of advanced sales marketing tools Preparation of sales presentation, including obtaining compliance approval from financial institution Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales Support the sale of carrier specific and Crump proprietary advanced sales deliverables Maintain in-dept
