Sales Development Specialist

This is a fully remote position, open to applicants in North Carolina, +1 more state.

📋 Description

• Conduct outbound marketing calls to both new and existing financial professionals to create business development opportunities.

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

• Facilitate the adoption of Crump's digital platform tools, including the Crump Transaction Center and other web-based resources, through phone training and Webex demonstrations.

• Work in collaboration with both internal and external sales partners to foster financial professional business development opportunities.

• Assess the business needs of financial professionals and determine the most effective sales strategy, adapting approaches as necessary to meet campaign objectives.

• Discover additional business development opportunities through an understanding of Crump's products and services.

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

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

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

• Engage in continuous professional development through educational webinars, self-study courses, mentorship, and other learning opportunities.

• Assist in the training of fellow team members.

⛳️ Requirements

• Strong interpersonal and written communication skills.

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

• Effective time management abilities.

• Capability to prioritize and manage multiple tasks at once.

• Able to work both independently and as part of a team.

• Competent in self-directed work.

• Experience using PCs in a Windows environment.

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

• Ability to analyze issues and devise solutions.

• Capable of communicating with individuals at all organizational levels.

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

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

• Background in financial services.

• Successful completion of a background check.

🏝️ Benefits

• PTO.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings.

• Disability insurance.

• Life insurance.

• Educational webinars.

• Self-study classes.

• Mentorship opportunities.

• Additional educational opportunities.

• Comprehensive benefits package.