Job Description
Position Overview
Provide sales, legal, and technical support and education to field and home office personnel in the areas of business planning, selective benefit plans, estate planning, taxation, and related advanced sales concepts to increase life insurance and annuity sales.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
- Provide sales, technical, and legal support to producers and field leaders regarding business planning, employee benefit plans, estate planning, and other advanced sales cases and concepts, including telephone consultation, case design and implementation, preparation of client proposals and presentations, document review, tax and legal research, and other appropriate support.
- Participate in the development and presentation of advanced sales seminars for producers, field leaders, independent broker-dealers, and other field personnel, and make presentations at agency & regional meetings, broker-dealer meetings, and home office seminars and conferences, including Premier Symposium, President’s Club, producer sales conferences, and field leadership meetings.
- Work with home office product, underwriting, marketing associates, field leaders, and producers to implement policies and procedures for advanced sales cases, and develop and distribute sales and marketing materials, training and reference materials, case studies, articles and other information and materials related to advanced sales concepts, planning strategies, and product applications.
- Develop continuing education courses and materials relating to advanced sales concepts, and assist with the development of training programs and materials for home office associates involved with the administration of advanced sales cases.
- Develop, implement, manage, and monitor relationships with outside vendors and third party administrators providing products or services related to advanced sales concepts.
- Assist with the organization, administration, and management of the Advanced Sales Department as requested.
Skills And Abilities
- Comprehensive, in-depth knowledge of advanced sales concepts and product applications.
- Excellent oral and written communication skills, including public speaking and presentations.
- Ability to work collaboratively and effectively with producers, field leaders, and home office leaders and associates in all departments.
- Strong planning, organizational, and leadership skills, including the ability to make and implement plans, set priorities, perform multiple tasks, and meet deadlines.
- Extensive knowledge and experience in the areas of business planning, executive benefit plans, estate planning, retirement planning, federal taxation, and other advanced sales concepts and planning strategy
Education
- Bachelor's Degree in related field Required
- JD Required
Experience
- 7-10 Years advanced sales experience in an insurance company, field office, or similar environment
Licenses
- CLU, ChFC, CPA, or other equivalent professional designation(s) Preferred
Base Salary Range - $129,000 - $190,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
