Sales Development Specialist

This is a fully remote position, open to applicants in Alabama, +43 more states.

📋 Description

• Execute targeted phone marketing initiatives to cultivate business development and relationship enhancement opportunities with both new and existing financial professionals.

• Gather information regarding financial professionals to establish and uphold precise profiles in CrumpCRM.

• Conduct outbound marketing calls and document calls, contacts, discussions, and illustration requests in CrumpCRM.

• Facilitate the adoption of Crump's digital platform tools through phone training sessions and Webex walkthroughs.

• Collaborate with both internal and external sales partners to explore business development opportunities.

• Assess the business needs of financial professionals and tailor sales strategies to meet campaign objectives.

• Recognize additional business development prospects based on an understanding of Crump's products and services.

• Distribute marketing support materials, including emails, webinars, videos, flyers, and podcasts.

• Offer customer support for incoming sales calls and emails, connecting financial professionals with the relevant Crump resources.

• Explain and provide high-level training on Crump's digital solutions, covering both usage and navigation.

• Engage in webinars, self-study classes, mentorship, and various professional development opportunities.

• Assist in training fellow teammates.

⛳️ Requirements

• Strong interpersonal and written communication abilities.

• Capability to deliver exceptional customer service to both internal and external clients.

• Proficient time management skills.

• Ability to prioritize and manage multiple tasks concurrently.

• Competent in working independently as well as within a team setting.

• Ability to operate in a self-directed manner.

• Experience with PCs operating in a Windows environment.

• Proven proficiency in fundamental computer applications, including Microsoft Office software products.

• Ability to analyze challenges and formulate solutions.

• Proficient in communicating with individuals at all organizational levels.

• Bachelor’s degree or equivalent education, training, and work-related experience.

• Prior experience in phone-based sales or service is preferred.

• Experience in the financial services sector is preferred.

• Successful completion of a background screening is required for employment.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance