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The Regional Insurance Strategist builds relationships, sells various insurance products, assists in client underwriting, and supports advisors in financial planning and marketing.

Conduct targeted phone-based marketing campaigns to generate business opportunities with financial professionals, support them with Crump resources, and utilize CrumpCRM for tracking.

Conduct phone-based marketing campaigns to generate business development opportunities. Manage client profiles in CrumpCRM and support financial professionals with inquiries and training on Crump's digital solutions.

Facilitates contracting and appointments for insurance agents with carriers, ensuring compliance with guidelines and maintaining communication throughout the process.

Provide advanced planning support for life insurance sales, conduct legal research, and develop case designs while writing educational materials for agents.