Job Description
Position Overview
This role will work with Financial Professionals and Field Leaders in our 1847Financial system to build awareness and knowledge of our core Life Products and Sales Concepts to drive sales growth. The successful candidate will possess deep knowledge and expertise across the range of Penn Mutual products and concepts. This person will provide Financial Professionals and Field Leaders with structured, pro-active training and sales support. In addition, the Life Product & Concept Wholesaler will be instrumental in gathering market intelligence relating to competitive products and sales concepts to build strategies for differentiating Penn Mutual.
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
- Work closely with Financial Professionals and Field Leaders to devise product / concept training requirements, strategies and curricula
- Create and deliver in-person training, webinars, conference calls and 1-1 instruction to promote Penn Mutual products, services and competitive advantages
- Serve as an expert guest speaker / subject matter expert for meetings, conferences and third party events as needed
- Assist field leaders in the 1847Financial System to build strong relationships with new and existing Financial Professionals.
- Develop expert knowledge and proficiency in utilizing company tools and resources, e.g., illustration software, company website, etc.
- Broker the use of Home Office subject matter experts as faculty for training programs
- Develop and enhance personal product, industry, competitive and financial market knowledge to maximize value delivered to Financial Professionals and Field Leaders
- Support strategic marketing and sales initiatives as needed
- Coordinate schedules, logistics and the production / distribution of training materials as necessary
- Gather and report participant feedback from training delivery. Measure and report changes in Financial Professional activity / production post training
- Provide insights from the field to the Home Office regarding where to improve (e.g., Product, Distribution, Marketing, etc.)
- Aid in the assessment and selection of local Field Trainer positions in our 1847Financial System
Skills And Abilities
- Strong platform delivery skills – In-person, live online, phone
- Demonstrates in-depth knowledge of Penn Mutual’s suite of Life Insurance products and supporting concepts
- Expert with illustration – concepts, process and tools
- Exceptional communication skills - oral, written and interpersonal
- Able to aggregate and present product information and concepts for maximum learner retention
- Strong analytical and problem solving skills
- Strong computer skills including Microsoft Office applications
- Highly self-motivated and detail-oriented
- Ability to travel extensively (75% of the time)
Education
- Bachelor's Degree Required and
- Expert knowledge of life insurance products and sales concepts Required and
- FINRA Series 6 & 63 (or must be obtained within 9 months of hire date) Required
Experience
- 5-10 years of experience delivering in-person training to Financial Professionals Required and
- Demonstrated track record of building strong relationships with Financial Professionals, Field Leaders and Home Office stakeholders
Required
Base Salary: $146,000-$180,000
All Penn Mutual Employees Exemplify Our Shared Commitment
Doing what’s right today, together, for the promise of a brighter tomorrow.
The feelings are mutual: Care. Respect. Belonging.
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. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.
About The Penn Mutual Life Insurance Company
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
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.
