Director, Advanced Sales & Wealth Strategy

The Penn Mutual Life Insurance Company; United States; Hybrid; USD 129,000 - 190,000; Full time

Job summary

The Penn Mutual Life Insurance Company is seeking a Director, Advanced Sales to advise on strategic sales and complex insurance concepts. You will support field personnel with case design, education, and materials while driving growth in life insurance and annuity sales.

The role offers a flexible hybrid work model and requires strong communication, planning, and leadership, with a focus on executive benefit and estate planning strategies.

Qualifications

• Bachelor's degree and JD required or preferred.
• 7-10 years of advanced sales experience in insurance or related environment.
• CLU/ChFC/CPA or equivalent designations preferred.

Responsibilities

• Provide sales, legal, and technical support for complex cases and proposals.
• Develop and present advanced sales seminars for producers, field leaders, and brokers.
• Collaborate with home office and field teams to implement policies and distribute materials.

Skills

Advanced sales

Public speaking

Cross-functional teamwork

Planning & leadership

Tax planning

Education

Bachelor's Degree

JD

Job description

The Penn Mutual Life Insurance Company is seeking a Director, Advanced Sales to advise on strategic sales and complex insurance concepts. You will support field personnel with case design, education, and materials while driving growth in life insurance and annuity sales.

The role offers a flexible hybrid work model and requires strong communication, planning, and leadership, with a focus on executive benefit and estate planning strategies.