Crump Roofing

General

• Proactively drive insurance sales opportunities within assigned Edward Jones territories.
• Build and deepen relationships with financial advisors to increase insurance awareness, activity, and production.
• Lead client and advisor discovery conversations to identify insurance planning opportunities.
• Own opportunities from initial identification through application, underwriting, and placement.
• Achieve advisor activation, pipeline progression, revenue growth, and production goals.
• Partner with internal teams to execute and place business efficiently.
• Maintain CRM records and sales activity metrics.

Wholesaler

• Drive sales and build strong relationships with producers to generate revenue and meet sales quotas
• Proactively calls agents and recruits new agents to build a book of business
• Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources
• Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information
• Maintain and grow team sales goal in coordination with sales resources
• Proactive calling to all assigned agents to build territory
• Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
• Partner with sales resources in all aspects of producer development
• Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers
• Develop expert knowledge of products, carriers, and Crump resources
• Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions
• Effectively utilize company client management system to manage sales process

Internal Wholesaler

Sales

• Responsible for driving sales in an assigned channel/team/account to meet revenue goals by developing effective business plans and sales strategies
• Provides leadership and direction to sales teammates and teams through effective communication, setting expectations, and monitoring and driving sales drivers and results
• Implement and monitor programs to ensure we attract, interview, hire, train, develop and retain quality teammates
• Effectively manage teammates including selection and hire, objective setting, performance management, development planning, capacity planning, disciplinary action and terminations
• Identify and develop talented teammates who are likely to succeed in the company culture
• Help define and execute strategic and operating plans for the organization and ensure a proper risk control environment exists
• Partners with operation support areas to ensure all SLA requirements are met and strong customer satisfaction scores are achieved
• Responsible for maintaining and enhancing client service levels and partnering with operations leaders
• Initiate and coordinate sales promotion activities and new products in order to achieve sales and profitability objectives
• Provide direction and leadership to sales teammates and their sales teams
• Develop strategic business plan for assigned team and conduct effective planning sessions
• Monitor sales results of locations and communicate results
• Ensure sales organization is promoting and cross-selling products from other lines of business
• Develop and implement sales strategies utilizing technology, marketing, CRM, DSR, etc.
• Identify individual selling skills and product knowledge deficiencies

Vice President, Sales

Designer

• Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales
• Understanding advanced estate and business planning concepts
• Case design
• Developing advanced planning marketing tools
• Presenting planning concepts
• 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-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc.
• Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.

Case Designer

Marketing

• Managing projects to ensure efficient and effective project management and development of marketing materials that help to support business objectives
• Serving as designated marketing partner to assigned Crump business units and developing/owning annual marketing plans and strategies and creating associated marketing materials
• Handles the development of marketing deliverables to support marketing plan such as broadcast emails, brochures, one-pagers, advertising, contests and incentives, internal communications, web site content, social media postings, trade show exhibits, and audio/visual presentations
• Proofreads and edits copy prior to submission for final approval
• Follows stated marketing and compliance review process to gather approvals for marketing deliverables to ensure they meet legal, regulatory and company branding requirements
• May assist in the design and execution of custom surveys to assess campaign effectiveness
• Perform routine administrative functions for department, such as list management, inbox management and maintenance, internal project management/project sharing, recurring external emails

Senior Marketing Specialist

• Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.
• Provide product and carrier information to the producer groups as well as internal staff.
• Maintain detailed product and financial knowledge on all carriers.
• Develop a working knowledge of important software packages (internal and carrier).
• Run appropriate illustrations based on knowledge of the competitive life insurance environment.
• Provide producers with illustrations and other marketing materials they may need.
• Proactively follow-up on all presale activity.
• Document requested illustrations for sales follow-up utilizing a CRM system.
• Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training.
• Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time.

Wholesaler

Internal Wholesaler

Vice President, Sales

Case Designer

Senior Marketing Specialist

Sales Support Associate