Strategic Alliance Account Executive

PML Penn Mutual Life Insurance Company; United States; Hybrid; USD 140.000 - 150.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Zusammenfassung

Penn Mutual invites you to join as Strategic Alliance Account Executive, driving business development with Producer Groups in the Independent Financial Network (IFN) and managing key alliance relationships nationwide. You will develop annual marketing plans, coordinate with field and home office teams, and negotiate sponsorships for regional meetings while highlighting Penn Mutual’s life insurance solutions.

Travel up to 75% may be required.

Qualifikationen

• Five+ years of business development and/or relationship management with independent distribution groups.
• Experience with permanent life insurance products, case design, and advanced sales concepts.
• Proven ability to develop plans and manage sponsor relationships.
• Licensed in Life & Health insurance; Series 6 & 63 preferred.

Aufgaben

• Actively call on member firms and SVPs to identify and build life insurance relationships.
• Manage distribution relationships with a large strategic alliance/producer group.
• Develop annual marketing plans with key relationships and implement them.
• Travel up to 75% to support regional meetings and opportunities.
• Coordinate with field and HO teams to deliver plans and outcomes.
• Provide escalation support for issues with key firms when needed.

Kenntnisse

Consultative selling

Cross-functional collaboration

Written & oral communication

Planning & presentation

Leadership & influencing

Organization & multi-tasking

Initiative & independence

Technical skills – Excel/Databases/PP

Ausbildung

College degree

Master’s degree preferred

Industry designation (CLU/ChFC/CFP)

Life & Health licensed; Series 6 & 63

Tools

Excel

Database

Word

PowerPoint

Jobbeschreibung

Job Description: We’re looking for a Strategic Alliance Account Executive to come join Penn Mutual! In this role, you will be primarily responsible for business development with Producer Groups, identifying and facilitating life insurance opportunities within the Independent Financial Network (IFN) channel. You will also actively manage a large strategic alliance/producer group relationship, working closely with member firms to identify and evaluate life insurance opportunities and negotiate sponsorship arrangements for regional meetings. You’ll also represent Penn Mutual in the marketplace by highlighting our key differentiators, advanced sales capabilities, and life insurance solutions. 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

• Actively call on member firms and SVPs to identify and build new life insurance relationships
• Manage distribution relationships with a large strategic alliance/producer group
• Work with key relationships to develop annual marketing plans
• Communicate and implement annual plans to key field and HO constituents
• Update marketing plans, review progress and monitor sales results on a quarterly basis
• Manage the day-to-day relationships with principal contributors at the corporate or home office of key relationships.
• Assist with any escalated business-related issues of assigned key firms that cannot be resolved through standard portioning procedures.
• Function in a support role to the IFN field leaders to identify sales opportunities and coordinate related activities
• Attend annual, regional, and sales related planning sessions and conferences with key relationships as necessary
• Develop collaborative relationships with Penn Mutual’s home office support areas to ensure delivery and follow through of marketing plans and key business relationships.
• This includes licensing, compensation, internal sales support, new business and post-issue service
• Stay abreast of changes and opportunities within the Producer group markets
• Understand impact of industry/regulatory changes as they relate to independent broker/dealer sales
• Up to 75% travel required

Skills and Abilities

• Superior consultative selling sales skills; able to adeptly work with advanced marketing concepts that support life product distribution
• Cooperation and collaboration across multi-divisions and all levels within the organization
• Strong written and oral communications skills
• Demonstrated planning and presentation skills
• Strong leadership and influencing skills
• Good organization and multi-tasking skills
• High level of initiative and independence
• Strong technical skills – Excel, Database, Word, and Power Point

Education

• College degree required; Master’s degree preferred
• Hold, or working towards, an industry designation: i.e. CLU, ChFC, CFP required
• Life & Health licensed, Series 6 & 63 required

Experience

• Five or more years of business development and/or relationship management experience with independent distribution groups required
• Five or more years of with permanent life insurance products, case design, advanced sales concepts, new business process, underwriting process, and independent channel distribution required

Base Salary Range: $140,000 - $150,000

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.

You’ve got big plans. You want to do work that matters. And you have high expectations for the next step in your career. Join a team of bright, talented and driven employees who have a common goal in mind: To help people get stronger. It's as simple as that. You’ll build on your expertise and have a positive impact on the financial professionals we support and the clients they serve. Here, you're an expert in the subject matter and you'll always be treated like one. Every day, your purpose is to help people get stronger. But here's the thing: Professionally, you'll get stronger too.