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Advanced Markets Director
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Country: USA
Location: Maryland-Montgomery County Bethesda, MD 20817
Total applied: 40 Job Category:Business/Strategic Management
Education Level:Master's Degree
Location:Bethesda, MD 20817
Status:Full Time, Employee
Occupations:Managerial Consulting;Strategic Planning/Intelligence
Career Level:Experienced (Non-Manager)
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Advanced Markets Director
Crump Group, Inc. was formed by combining Crump Insurance Services, Inc, a wholesale property and casualty insurance broker, with the former BISYS Commercial Insurance, Life Insurance and Retirement Services businesses, each a leading business in its market. Crump Group, Inc. is now the largest wholesale insurance distributor in the United States. Additionally, Crump Group, Inc. is a leading provider of record keeping and support services to company-sponsored retirement plans and a full-service provider of product and support services to the IRA and retirement services industry.Crump Group, Inc. (Formerly Bisys Insurance), the largest wholesale insurance distributor in the United States and a leading provider of record keeping and support services to company-sponsored retirement plans and a full-service provider of product and support services to the IRA and retirement services industry. . Financial professions can access a wide variety of products through this platform, including traditional and variable life, long-term care, disability, and annuity products. This platform currently links more than 100,000 financial services professionals with the insurance products manufactured by approximately 200 leading insurance companies, and currently supports the sale of insurance products with annual policy premiums exceeding $300 million. GENERAL SUMMARY:The Director Advanced Markets is to provide producers with specific advanced markets support to generate sales. This includes, but is not limited to, designing cases, understanding advanced life insurance concepts, providing product recommendations, developing advanced sales marketing tools, presenting life insurance concepts at various locations across the country, writing articles and materials for agent use, and researching technical tax/legal questions.ESSENTIAL JOB FUNCTIONS:- Advanced markets case design- Advanced case research and development- Advanced sales question research, including, but not limited to: product, tax, and legal.- Creation of advanced sales marketing tools- Writing articles and technical materials for agents’ use- Act as a liaison between agents and home offices to facilitate sales made using advanced concepts- Support the sale of carrier specific and BISYS proprietary advanced sales plansKNOWLEDGE, SKILLS AND ABILITIES- Very good technical skills (advanced markets case design, life insurance product knowledge, gift, estate and income tax knowledge)- Solid understanding of various tax and legal rules, as it pertains to life insurance- Excellent communication skills- Excellent writing and technical research skills- Exceptional organizational and time management skills- Knowledge of carrier specific advanced sales concepts- Excellent interpersonal skills and the ability to work with teamsEDUCATION AND EXPERIENCE:- Bachelors degree with a business, finance, or marketing major preferred - Law degree, CPA and/or Masters in Taxation preferred- CLU, ChFC, and/or CFP expected- At least five (5) years minimum experience in an Advanced Markets function or similar role (including law firm or accounting organization)- Management experience preferred We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.No skill code required-Crump use only
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