Director Advanced Sales

Penn Mutual; United States; Hybrid; USD 129,000 - 190,000; Full time

Job summary

Penn Mutual seeks a Director, Advanced Sales to serve as a trusted advisor and subject matter expert, providing strategic sales, legal, and technical guidance to field and home office personnel. You will deliver education across complex areas including estate planning, executive benefits, and advanced tax strategies to drive life insurance and annuity sales growth.

This role supports a flexible hybrid work model, balances client-focused design with internal collaboration, and requires a JD with

Qualifications

• 7-10 years advanced sales experience in an insurance company, field office, or similar environment.
• Bachelor's Degree in related field required.
• JD required.
• CLU, ChFC, CPA, or other equivalent professional designation(s) preferred.

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.
• 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.
• 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

Advanced sales concepts

Communication skills

Collaboration

Leadership

Education

Bachelor's Degree

JD

Job description

Job Description:

Penn Mutual is seeking a Director, Advanced Sales to join our team! In this role, you will serve as a trusted advisor and subject matter expert, providing strategic sales, legal, and technical guidance to both field and home office personnel. You will deliver education and support across complex areas including business succession planning, executive benefit and nonqualified compensation strategies, estate and wealth transfer planning, taxation, and other advanced insurance concepts. By helping financial professionals design sophisticated solutions for clients, you will play a key role in driving life insurance and annuity sales growth while enhancing Penn Mutual's value proposition in the marketplace.

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.