Sales Development Specialist

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

📋 Description

• Execute targeted phone marketing campaigns aimed at fostering business development and enhancing relationships with both new and existing financial professionals.

• Gather financial professional data to establish and maintain precise profiles utilizing CrumpCRM, a CRM system based on Microsoft Dynamics.

• Assist financial professionals with inquiries related to Crump resources and connect them with appropriate support via online, phone, or in-person channels.

• Conduct outbound marketing calls to cultivate business development opportunities.

• Leverage CrumpCRM to document calls, contacts, conversations, and illustration requests.

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

• Work collaboratively with internal and external sales partners on business development initiatives.

• Evaluate the business needs of financial professionals and modify sales strategies to meet campaign objectives.

• Discover additional business development opportunities based on an understanding 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.

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

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

• Aid in training fellow team members.

⛳️ Requirements

• Strong interpersonal and written communication abilities.

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

• Proficient time management skills.

• Aptitude for prioritizing and completing multiple tasks concurrently.

• Ability to work autonomously as well as collaboratively within a team environment.

• Competence to operate in a self-directed manner.

• Familiarity with PCs in a Windows environment.

• Demonstrated skill in essential computer applications, including Microsoft Office software products.

• Capability to analyze issues and devise solutions.

• Proficient in communicating with individuals at all organizational levels.

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

• Prior experience in phone-based sales or customer service.

• Background in financial services.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance