Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with both new and existing financial professionals.
Obtain financial professional specific information to help create and maintain accurate profiles using CrumpCRM.
Support financial professional questions about troubleshooting Crump resources and help connect them with the correct Crump support, on-line, on the phone, or in-person.
Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities.
Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests.
Support financial professional adoption of Crump's digital platform tools through phone training and Webex walk-throughs.
Collaborate with internal and external sales partners to further financial professional business development opportunities.
Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach.
Identify additional business development opportunities based on knowledge of additional Crump products and services.
Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts).
Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service.

Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor's degree or equivalent education, training and work-related experience
Prior phone-based sales or service experience (preferred)
Experience in financial services (preferred)

Sales Development Specialist

Key skills