
1001 - 5000 employees
Founded 1973
🏥 Healthcare
💼 Consulting
💸 Finance
💰 Secondary Market on 2022-06
Healthcare • Consulting • Finance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
🔥 0 minutes ago
🌲 North Carolina, Pennsylvania, +1 more states – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💵 Sales Development (SDR)
👻 Ghost score 11%
Where this job comes from
Posted on AmeriLife's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

1001 - 5000 employees
Founded 1973
🏥 Healthcare
💼 Consulting
💸 Finance
💰 Secondary Market on 2022-06
Healthcare • Consulting • Finance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
• Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with new and existing financial professionals • Obtain financial professional-specific information to create and maintain accurate profiles using CrumpCRM (Microsoft Dynamics-based CRM) • Support financial professional questions about troubleshooting Crump resources and connect them with appropriate support • Perform outbound marketing phone calls to generate business development opportunities • Use CrumpCRM to log calls, contacts, conversations, and illustration requests • Support adoption of Crump digital platform tools, including Crump Transaction Center and other web-based tools, through phone training and Webex walk-throughs • Collaborate with internal and external sales partners on business development opportunities • Analyze financial professional business needs and adjust sales approaches to achieve campaign goals • Identify additional business development opportunities based on knowledge of Crump products and services • Distribute marketing support content including emails, webinars, videos, flyers, and podcasts • Provide customer support for inbound sales calls and emails and connect financial professionals with needed Crump resources • Describe and provide high-level training on Crump digital solutions by phone and/or Webex • Participate in educational webinars, self-study classes, mentorship, and other professional growth opportunities • Assist with training other teammates
• 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 • Employment offers are contingent upon successful completion of a background screening • Prior phone-based sales or service experience • Experience in financial services
• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance
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