Sales Development Specialist

This is a fully remote position, open to applicants in North Carolina, +2 more states.

📋 Description

• Execute focused phone marketing initiatives aimed at generating opportunities for business development and enhancing relationships with both new and existing financial professionals.

• Gather financial professional-specific details to develop and maintain precise profiles utilizing CrumpCRM (a Microsoft Dynamics-based CRM).

• Assist financial professionals by addressing inquiries related to Crump resources and guide them to the appropriate support.

• Conduct outbound marketing calls to create business development prospects.

• Use CrumpCRM to document calls, contacts, discussions, and illustration requests.

• Promote the use of Crump digital platform tools, including the Crump Transaction Center and other web-based resources, via phone training and Webex walkthroughs.

• Collaborate with both internal and external sales teams on business development initiatives.

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

• Discover additional business development opportunities by leveraging knowledge of Crump’s products and services.

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

• Provide customer support for incoming sales calls and emails, connecting financial professionals with necessary Crump resources.

• Explain and deliver high-level training on Crump digital solutions via phone and/or Webex.

• Engage in educational webinars, self-paced learning, mentorship, and various professional development opportunities.

• Assist in training fellow team members.

⛳️ Requirements

• Strong interpersonal and written communication abilities.

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

• Excellent time management skills.

• Ability to prioritize and manage multiple tasks simultaneously.

• Proficient in working independently as well as collaboratively within a team.

• Self-directed work capability.

• Familiarity with PCs in a Windows environment.

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

• Skill in analyzing problems and formulating solutions.

• Competence in communicating with individuals across all organizational levels.

• Bachelor's degree or equivalent education, training, and relevant work experience.

• Employment offers are subject to the successful completion of a background check.

• Previous experience in phone-based sales or service roles.

• Background in financial services.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance