We understand that our teammates are more alike than we are different and that we are One Crump. Our culture focuses on embracing diversity and inclusion, while fostering a “place I want to be” environment for teammates. We are a high-performance organization that values our teammates’ contributions to our success. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.

Key Pointers:

At Crump, your contributions will make a difference. We believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

Our business units go to market under different brands (Crump, RiskRighter, Tellus Brokerage Connections, TIME, and Truist Life Insurance Services), yet we all support our mission of delivering more resources, insurance, and retirement solutions, and creating a perfect client experience for financial professionals and consumers.

Our culture focuses on embracing diversity and inclusion, while fostering a “place I want to be” environment for teammates. If you are passionate about creating change by providing unmatched service, then we may be the place for you. We are a high-performance organization that values our teammates’ contributions to our success. We offer a one-stop shop working closely with the industry’s highest-rated and most competitive carriers for life, annuities, long term care, linked benefits, and disability insurance and to provide seamless access to our in-house expertise for each product line. Crump, a leading third-party distributor and service provider of insurance and retirement products.

Purpose of the Position

The Regional Director will develop and create new business brokerage/sales activity via the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents, clients, and/or accounts nationwide through digital, face-to-face visits to conferences, meetings, agencies and agents directly. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

▪ Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business.

▪ Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity.

▪ Develop a business plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota.

▪ Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production.

▪ Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base.

▪ Maintain sales production metrics monthly, build appropriate sales inventory and achieve sales production plan.

▪ Maintain a consistent blend of Permanent versus Term business.

▪ Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies.

▪ Remain contemporary on relevant industry, legislative and tax-related issues.

▪ Provide feedback from agents on product marketing, processing and other related customer service issues.

▪ Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production.

▪ Maintain accurate customer relationship management (CRM) activity records.

▪ Present, conduct and organize seminars for agents.

▪ Demonstrate technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the underwriting process and can navigate a case from presale to placement.

The Candidate

Professional Experience/Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

▪ Successful sales experience with life insurance products and/or insurance brokerage industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas.

▪ Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts.

▪ Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue.

▪ Effective interpersonal and written communication skills.

▪ Ability to provide excellent customer service to both internal and external customers.

▪ Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously.

▪ Capable of working independently as well as in a team environment.

▪ Demonstrated proficiency in basic computer applications such as Microsoft Office.

▪ Ability to analyze problems and develop solutions.

▪ Ability to communicate with individuals at all levels of the organization.

▪ Excellent prospecting, presentation, and conceptual selling skills.

▪ Must be able to travel 25+%.

▪ Life insurance license, FINRA securities registration, CLU, ChFC, and CFP certifications and other

commercial oriented designations desirable.

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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis.