Offer summary

Qualifications:

Bachelor's degree or equivalent education and experience required., Effective interpersonal and written communication skills are essential., Proficiency in Microsoft Office and experience with PCs in a Windows environment is necessary., Prior phone-based sales or service experience is preferred, along with knowledge of financial services..

Key responsibilities:

Conduct outbound marketing calls to generate business development opportunities with financial professionals.

Utilize CrumpCRM to log interactions and support financial professionals with their inquiries.

Collaborate with sales partners to enhance business development efforts and identify additional opportunities.

Provide customer support and training on Crump's digital solutions through phone and Webex.

Job description

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with both new and existing financial professionals. Obtain financial professional specific information to help create and maintain accurate profiles using CrumpCRM (Microsoft Dynamics-based Customer Relationship Management system). Support financial professional questions about troubleshooting Crump resources and help connect them with the correct Crump support, on-line, on the phone, or in-person.

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.

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.

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

Preferred Qualifications: