Engage with inbound clients and financial advisors to conduct needs analyses and deliver tailored life, long-term care, and disability insurance solutions. Support the entire process from initial consultation through underwriting and policy placement.
Crump
7 Remote Job Openings at Crump
The role involves managing marketing projects and developing annual strategies and materials to support assigned business units. Key duties include creating digital and print deliverables, managing compliance reviews, and coordinating with business leaders to drive sales results.
Produces qualified insurance illustrations and provides presale support to meet producer objectives. Maintains detailed product and carrier knowledge while documenting sales activity within a CRM system.
The Internal Insurance Strategist is responsible for selling life, long-term care, and disability insurance to clients and advisors. They manage daily sales activities, guide clients through the discovery process, and oversee the underwriting process for insurance applications.
The role is responsible for evaluating and placing insurance risks by reviewing medical records, financial history, and agent information to determine the best product and premium solution, often managing larger, more complex cases. This involves maintaining primary ownership of informally underwritten cases, engaging in frequent communication with agents and carriers, and negotiating competitive offers.
The role involves providing advanced planning and illustration support to life insurance producers to help generate sales, which includes understanding complex planning concepts and developing marketing tools. Essential functions also include conducting advanced sales case design, research, and development while acting as a liaison between various financial and carrier entities.
The role involves building relationships and initiating new sales by selling estate, business, charitable, and life insurance concepts to Advisors, assisting them with client sales, and supporting the underwriting process post-sale. This includes case design, product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts within the assigned territory.
