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Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. In a values-driven and relationship-based culture, Penn Mutual associates continually grow and contribute to the success of the team and the company. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Listens and encourages suggestions, improvements, concerns, innovations from others. You will create, code, test and produce product pricing, cashflow testing, ALM analyses, financial modeling as necessary, under direction of Chief Actuary. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. Learn about salary, employee reviews, interviews, benefits, and work-life balance Life New Business Field Liaison Coordinator - Mid_Atlantic Region - Glen Rock NJ Visit Penn Mutual at www.pennmutual.com. If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. FINRA Series 6 and Series 63 registrations required, FINRA Series 7 preferred. Penn Mutual Life Insurance Jobs and Careers Overview: If you are still unsure about how to begin the application process for jobs at Penn Mutual Life Insurance, our resume writers at Employment BOOST suggest that you take a look at the list of company core values below. The Internal Wholesaler/Internal Marketing Representative (“IMR”) is responsible for contributing to sales through financial professional  recruiting, telemarketing, and providing product, illustration, marketing and sales support. Since 1847, Penn Mutual has been committed to helping people live life with confidence. Our policyholders can count on us for life. Penn Mutual is committed to Equal Employment Opportunity (EEO). Compare pay for popular roles and read about the team’s work-life We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition. Willing to participate in joint appointments as insurance specialist with financial professionals, as appropriate. Vantis Life Insurance Company/Penn Mutual is committed to Equal Employment Opportunity (EEO). Find out what works well at Penn Mutual Life Insurance from the people who know best. A free inside look at company reviews and salaries posted anonymously by employees. We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. 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. Analyzes sales activity and results upon request. Involved in recommending case designs and illustrations. The Financial Management Team will: Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. Creates an environment that encourages two-way communication, Actively and openly leads change and continually assesses impact, Provides cost-effective and customer-focused solutions, Makes a quick but systematic analysis to find the root cause of an issue, Respects others’ knowledge and abilities; encourages personal and professional learning, Must have 5-7 years’ experience within Insurance industry, Financial services industry experience required, Knowledge of Penn Mutual products, Life New Business processes and transactions a plus, Learn all facets of Life Insurance or Annuities and the products sold, Handle simple to more complex in-bound calls from our clients and answer questions regarding life or annuity product and/or servicing needs, Investigate and follow up on basic or routine questions/issues to resolve concerns in an accurate and timely manner, Accept ownership of the interaction and provide a high caliber of service and follow-through, Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information, Process routine financial and non-financial transactions and document records with consistent quality, attention to detail, and according to department policies and procedures, Recommend and facilitate process changes to continuously improve the customer experience, Adhere to Service Level of Agreements (SLAs) and individual/team metrics, Escalate more complex issues as appropriate, Remain current in profession and industry trends, Comply with all company and site policies and procedures, Responsible for adherence to the company’s framework of internal controls, Work collaboratively and may participate on project teams, Identify, recommend and implement ongoing process improvements, Perform various other related duties, assignments and special projects as assigned, Ability to work between the hours of 8am and 8pm (hours may vary), A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone, Ability to comprehend and articulate information, Ability to navigate multiple systems and resources, Excellent analytical and organizational skills with attention to detail, Excellent communication skills, both verbal and written, required, Willingness and proven ability to work on multiple tasks and adapt to a changing work environment, Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended, Willingness and ability to work under pressure and meet deadlines, High school diploma or equivalent required, Experience with life insurance/annuity products preferred. Ability to work independently being intrinsically motivated with a high level of stamina. Notify the home office of Penn Mutual immediately of circumstances of which Manager has become aware that could give rise to legal proceedings on behalf of or against Penn Mutual. * Recruiting and Financial Professional Support: * Company, Product and Technical Knowledge: * Sales Tracking, Sales Analysis, Recordkeeping and Reporting: * Complies with all company and site policies and procedures. Insures office has the most current versions of all marketing materials. Basic software knowledge including but not limited to Microsoft Internet explorer, Chrome and office 2003, 2007, 2010, 2013 and 2016, Unlocking accounts and change passwords in MS active directory. Supports agency community involvement and sponsorship activities. In doing this: Find temporary work around in search of permanent solutions, Reduce overall number of issues through permanent solutions and pattern identification, Act as a primary point of contact between Life New Business Operation Leaders and the Agile Product Owner for day-to-day Life NbA issue resolution, as well as business application design, support, testing, and process improvement, Conduct regularly scheduled meetings with operations leaders to prioritize initiatives and to keep them abreast of projects and business application performance, Define, implement, and sustain Key Performance Indicators for production support monitoring, In partnership with reporting specialist, support daily, weekly, monthly and ad-hoc service and operations reporting needs, Act as the primary point of contact for any initiatives across A&CS that requires DocuSign support which includes and not limited to; DocuSign mailing initiatives, DocuSign support, DocuSign enhancements, Acts as a Subject Matter Expert for A&CS operational applications with a focus on Life NbA, Collaborate with operational leaders and Agile teams in developing appropriate communications and/or training documentation prior to the release of any business application enhancements, Is approachable and provides hands-on support to the business through handling escalated or complex situations, and providing guidance, Think creatively and strategically to drive process changes to continuously improve our Financial Professionals and clients experience of doing business with us, reduce costs, and/or improve timeliness. This position will be located in Pittsburgh, PA and you will be working for our locally known agency 21st Century Financial. Knowledge of financial planning process and advanced marketing concepts. As a Penn Mutual associate, you’ll build on your expertise and have a positive impact on the financial professionals we support and the clients they serve. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional. CURRENTLY SEEKING INTERNAL CANDIDATES ONLY. HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company. Perform finance functions including, but not limited to accounting, financial reporting, or analysis with moderate instruction or guidance. For more on how we use cookies and your cookie choices, go here!By continuing to use our services, you are giving us your consent to use All Associates Exemplify Our Penn Mutual Values: Acting With Integrity—We have the conscious intention to do the right thing. Sustaining Our Legacy—we are trusted guardians for what we promise. Education/Licenses/Professional Designations. Penn Mutual Careers Penn Mutual has a rich history and is driven by our deep-rooted beliefs and the exceptional character of our associates. This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Love your job. Apply to Actuary, Customer Service Representative, Operations Associate and more! Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy. Possesses organizational efficient time management skills with basic knowledge of field wholesaling skills. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Please contact us at (225) 953-7657 for licensing or registration information. Business coursework a plus. Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. Pride of Penn Mutual We encourage everyone at our home office and in the field to recognize the accomplishments of their fellow associates. Logs all calls into the Service Now (CRM) and provide routine follow-up, for calls not closed on first contact or escalated. It is understood and agreed that Manager shall undertake the sale of any Penn Mutual product with variable accumulation and benefit provisions only where Manager is registered with FINRA as a representative of HTK. Understands FINRA and insurance regulations as well as company compliance guidelines and adhere to same. Strong communicator in both written and verbal context. Knowledge of the business units and operations of Penn Mutual and the retail sales process of financial professionals and marketing campaigns. 17 Penn Mutual jobs. Bachelor’s degree in Business Administration or Marketing preferred or equivalent work experience. 153 Penn Mutual reviews. Plays lead role in the development and administration of sales contests. The Field Case Designer provides illustrations, advance sales concepts, and marketing support to the financial professionals in order to increase life insurance and annuity sales. Contributes to and/or participates in company pilots or special initiatives upon request. Follows up with all tickets not created from a phone calls within SLA and assign to a second level tech if needed. For Leadership roles within Penn Mutual, we believe the below characteristics are essential: Execution Focused—Gets it done. Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement. Assist the Managing Partner in maintaining the records of agency and offices under the Managing Partner’s supervision in accordance with the rules and regulations of and subject at all times to inspection by Penn Mutual. Currently holds or willing to obtain industry certifications, such as, CLU, and/or ChFC. Documents all initial triage information, before assigning to a Sr. Penn Mutual | 11,427 followers on LinkedIn. Provide services to financial professionals for overall support and to enhance our commitment to the Financial Professionals/Client relationship. 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