Crump

Role Description Responsible for driving sales in an assigned channel / team / account to meet revenue goals by developing effective business plans and sales strategies. Provides leadership and direction to sales teammates and teams through effective communication, setting expectations, and monitoring and driving sales drivers and results. Essential Duties and Responsibilities - Establish and execute Strategic Business Plans with key strategic partners, primarily Morgan Stanley, UBS, Stifel. - Recruit, train, rollout and retain new specialists as defined by the annual assignment of FIC business plan each calendar year. - Manage assigned current regional specialists and retain while growing their year-over-year revenue and firm productivity. - Work on High Net Worth client cases in selective territories of Private client offices. - Help define and execute strategic and operating plans for the organization and ensure a proper risk control environment exists. - Partner with operation support areas to ensure all SLA requirements are met and strong customer satisfaction scores are achieved. - Maintain and enhance client service levels and partner with operations leaders. - Keep abreast of new developments in the insurance market through periodicals, seminars, and membership in industry organizations. - Initiate and coordinate sales promotion activities and new products to achieve sales and profitability objectives. - Provide direction and leadership to sales teammates and their sales teams. - Develop strategic business plan for assigned team and conduct effective planning sessions. - Develop sales strategies to increase sales metrics and results for the team. - Monitor sales results of locations and communicate results. - Ensure sales organization promotes and cross-sells products from other lines of business. - Utilize technology, marketing, CRM, DSR, etc., to develop and implement sales strategies. - Identify individual selling skills and product knowledge deficiencies. - Develop target markets and blitz sessions, and follow up on marketing efforts. - Develop, implement, and drive an effective lead generation and referral program. - Manage towards P&L and margin goals. Qualifications - 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. - Minimum of five years of related sales management experience in sales leadership. - Strong sales background in leading large sales teams and/or accounts. - Significant sales and sales leadership experience in the insurance industry. - Strong project management, organizational, and executive presentation skills. - Ability to build strong, effective relationships as a leader, team member, and resource in the organization. - Strong business acumen and general knowledge of service-profit chain methodologies. - Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 26). Requirements - Industry designations. - Advanced knowledge of Crump. Benefits - A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Role Description Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources. Job Description - Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information. - Maintain and grow team sales goal in coordination with sales resources. - Develops strong relationships with their assigned producers, promotes agent recruiting & retention through sales ideas, marketing campaigns, complex illustration support, excellent customer service and effective management and utilization of Crump resources. - Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential. - Partner with sales resources in all aspects of producer development. - Be able to call on lower producing agents in a sales capacity. - Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers. - Develop expert knowledge of products, carriers, and Crump resources. - Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions. - Effectively utilize company client management system to manage sales process. - Help drive agent implementation, new producer onboarding and training. - Prepare monthly forecasts, discuss hot list of cases each month, and ensure that each team member is aware of their responsibilities. - Maintain a high-level knowledge of pending priority cases and be able to place those cases as necessary. - Data mine producers' book for conversion opportunities, additional accelerated insurance opportunities including but not limited to, term conversion opportunities; inforce illustrations to review performance/replacement options, and suggest increased coverage needs for life changes on clients. Qualifications - 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. - Excellent telephone etiquette skills. - Ability to display maturity, competitiveness, and a good work ethic. - Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes. - Possess strong knowledge of insurance underwriting. - Proven experience as a Crump Internal Wholesaler, or four years of experience in an internal sales role in the life insurance industry with proven success. Requirements - Series 6 and State Insurance Licenses. Benefits - A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary 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 nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly. Should have knowledge wholesaling in the Inspirational Market Place.Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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 and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center - Utilize and understand internal resources to capitalize on team results - Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements - 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 on a monthly basis, build appropriate sales inventory and achieve sales production plan - Work with and maintain strong working partnerships with Crump's operations teams (licensing, 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 as required - Maintain accurate customer relationship management (CRM) activity records QUALIFICATIONS Required 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 - 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 PC's 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 - Exceptional presentation skills - Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry - Ability to quickly build rapport and trust while interacting with clients and delivering presentations - Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics - Strong life product and/or related product experience - Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications - Proven track record of progressive sales quota attainment Preferred Qualifications: - Life brokerage experience - Strong working knowledge of Crump and appropriate channel/account/product line What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary 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 nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly. Position is remote in the Southern California area. Should have experience wholesaling in the Inspirational Market placeJob Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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 and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center - Utilize and understand internal resources to capitalize on team results - Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements - 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 on a monthly basis, build appropriate sales inventory and achieve sales production plan - Work with and maintain strong working partnerships with Crump's operations teams (licensing, 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 as required - Maintain accurate customer relationship management (CRM) activity records QUALIFICATIONS Required 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 - 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 PC's 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 - Exceptional presentation skills - Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry - Ability to quickly build rapport and trust while interacting with clients and delivering presentations - Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics - Strong life product and/or related product experience - Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications - Proven track record of progressive sales quota attainment Preferred Qualifications: - Life brokerage experience - Strong working knowledge of Crump and appropriate channel/account/product line What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary 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 (Microsoft Dynamics-based Customer Relationship Management system). 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.Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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. - 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 such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed. - 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 and be able to change approaches as needed to achieve campaign goals. - Identify additional business development opportunities beyond the specific campaign topic, 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 to connect the financial professional with the Crump resources needed. - Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex. - Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities with the goal of increasing Crump and industry knowledge to increase effectiveness of business development skills. - Assist with training of other teammates. QUALIFICATIONS Required 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. - 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 Preferred Qualifications: - Prior phone-based sales or service experience - Experience in financial services What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary 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 (Microsoft Dynamics-based Customer Relationship Management system). 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.Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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. - 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 such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed. - 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 and be able to change approaches as needed to achieve campaign goals. - Identify additional business development opportunities beyond the specific campaign topic, 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 to connect the financial professional with the Crump resources needed. - Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex. - Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities with the goal of increasing Crump and industry knowledge to increase effectiveness of business development skills. - Assist with training of other teammates. QUALIFICATIONS Required 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. - 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 Preferred Qualifications: - Prior phone-based sales or service experience - Experience in financial services What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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. - Provide product and carrier information to the producer groups as well as internal staff. - Maintain detailed product and financial knowledge on all carriers. - Develop a working knowledge of important software packages (internal and carrier) - Run appropriate illustrations based on knowledge of the competitive life insurance environment - Provide producers with illustrations and other marketing materials they may need - Proactively follow-up on all presale activity - Document requested illustrations for sales follow-up utilizing a CRM system - Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training - Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time QUALIFICATIONS Required 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. - 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 - Excellent telephone etiquette skills - Ability to display maturity, competitiveness, and a good work ethic Preferred Qualifications: - Demonstrated knowledge of Insurance industry, product and sales processes What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources.Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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. - Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information. - Maintain and grow team sales goal in coordination with sales resources - Proactive calling to all assigned agents to build territory - Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential - Partner with sales resources in all aspects of producer development. - Be able to call on lower producing agents in a sales capacity. - Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers. - Develop expert knowledge of products, carriers, and Crump resources. - Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions - Effectively utilize company client management system to manage sales process QUALIFICATIONS Required 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. - 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 - Excellent telephone etiquette skills - Ability to display maturity, competitiveness, and a good work ethic - Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes - Possess basic knowledge of insurance underwriting - Two years of work experience in the life insurance industry, with one year of experience in a sales support role Preferred Qualifications: - Series 6 and State Insurance Licenses - Understanding of sales concepts, illustrations, and the underwriting process What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary Manage the business account relationships with key institutional accounts, as well as the sales growth and operational processes associated with Advisor Solutions and Crump. This includes sales development with the account, identification of key POS opportunities, integration and onboarding of POS onto client platforms, operations, and day-to-day trouble shooting. Execute comprehensive business plans for assigned accounts. Collaborate with carriers to maximize sales via digital and operational engagements.Job Description 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. - Develop comprehensive business plans for assigned accounts. - Execute business plans at strategic and tactical level to financial-revenue and profitability expectations and goals. - Oversee the sales and operational infrastructure to ensure success of strategic plans. - Manage carrier relationships as they are related to the organizations involved. - Identify growth opportunities within assigned accounts. - Engage and drive initiatives with Crump FIC -POS teams to leverage growth in assigned accounts. - Assist with financial performance projections and goal setting for assigned accounts. Required 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. - 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 PC’s 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 - Ability to provide direction and problem resolution within any Crump department - A clear understanding of Crump departments and functions - Account management and relationship experience in the life insurance industry dealing with large client accounts - Experience working in the financial institutions marketplace - Proven experience in life insurance sales and driving sales teams for growth Preferred Qualifications: - Experience working in the independent multi-carrier environment - Fixed life and variable life licenses - Experience in point-of-sale life insurance distribution What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Crump? We understand that our teammates are more alike than we are different and that we are One Crump. 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. At Crump, 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. Job Summary Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES 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. - Provide product and carrier information to the producer groups as well as internal staff. - Maintain detailed product and financial knowledge on all carriers. - Develop a working knowledge of important software packages (internal and carrier) - Run appropriate illustrations based on knowledge of the competitive life insurance environment - Provide producers with illustrations and other marketing materials they may need - Proactively follow-up on all presale activity - Document requested illustrations for sales follow-up utilizing a CRM system - Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training - Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time QUALIFICATIONS Required 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. - 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 - Excellent telephone etiquette skills - Ability to display maturity, competitiveness, and a good work ethic Preferred Qualifications: - Demonstrated knowledge of Insurance industry, product and sales processes What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.