Director, Advanced Sales & Strategy

Penn Mutual; Philadelphia (Philadelphia County); Hybrid; USD 129,000 - 190,000; Full time

Job summary

Penn Mutual is seeking a Director of Advanced Sales to act as a trusted advisor, delivering strategic sales guidance, and technical support to field and home-office personnel. The role focuses on sophisticated solutions in business succession, executive benefits, estate planning, and advanced taxation.

The position embraces a flexible, hybrid work approach, allowing you to balance responsibilities and personal needs while driving life insurance and annuity sales growth.

Qualifications

• 7–10 years of advanced sales experience in insurance or related field.
• Bachelor's degree; JD required.
• CLU, ChFC, CPA, or equivalent designations preferred.

Responsibilities

• Provide sales, technical, and legal support to producers and field leaders regarding business planning and advanced sales cases.
• Develop and present advanced sales seminars and attend agency and broker meetings.
• Work with home office teams to implement policies and distribute sales materials for advanced sales concepts.
• Develop continuing education courses and materials for home office staff handling advanced sales cases.
• Develop, manage, and monitor relationships with outside vendors and third party administrators.
• Assist with organization and management of the Advanced Sales Department.

Skills

Advanced sales concepts

Public speaking

Collaboration

Leadership

Strategic guidance

Education

Bachelor's Degree

JD

Job description

Penn Mutual is seeking a Director of Advanced Sales to act as a trusted advisor, delivering strategic sales guidance, and technical support to field and home-office personnel. The role focuses on sophisticated solutions in business succession, executive benefits, estate planning, and advanced taxation.

The position embraces a flexible, hybrid work approach, allowing you to balance responsibilities and personal needs while driving life insurance and annuity sales growth.