Hybrid Director, Advanced Sales & Strategy

Penn Mutual; Northern (KY); Hybrid; USD 129,000 - 190,000; Full time

Job summary

Penn Mutual is seeking a Director of Advanced Sales to serve as a trusted advisor and subject matter expert. You will provide strategic sales, legal, and technical guidance across complex areas such as business succession planning, executive benefits, and wealth transfer strategies.

A hybrid work model is available, with flexible location based on role and preference. You will help drive life insurance and annuity sales growth while supporting field and home office personnel with education, case

Qualifications

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

Responsibilities

• Provide sales, technical, and legal support to producers and field leaders on advanced sales cases and concepts.
• Develop and present advanced sales seminars for producers and field personnel at meetings and conferences.
• Collaborate with home office teams to implement policies and materials for advanced sales concepts and case design.
• Develop training programs and materials for home office staff involved with advanced sales cases.

Skills

Advanced sales concepts

Public speaking

Collaboration

Strategic planning

Education

Bachelor's degree in related field

Job description

Penn Mutual is seeking a Director of Advanced Sales to serve as a trusted advisor and subject matter expert. You will provide strategic sales, legal, and technical guidance across complex areas such as business succession planning, executive benefits, and wealth transfer strategies.

A hybrid work model is available, with flexible location based on role and preference. You will help drive life insurance and annuity sales growth while supporting field and home office personnel with education, case