Director, Advanced Sales & Wealth Strategy

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

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