Open Positions

Open positions

Adviser & Client Services

Annuity New Business Case Administrator-TEMPORARY

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Position Overview

Annuity New Business is the first interaction many of our financial professionals have with the home office.  This first impression needs to include excellent communication and superior service which focuses on building relationships. Necessary skills include effective communication as well as exceptional processing with attention to detail.

 

Responsibilities 

  • Reviews electronic and paper documents for completeness, enters data into appropriate system, and contacts financial professionals regarding additional requirements.
  • Proactively follows up with financial professionals and other business partners for any outstanding requirements.
  • Uses problem-solving skills to address unusual situations and escalates concerns when necessary.
  • Processes necessary transactions and documents the case demonstrating attention to detail.
  • Facilitates and manages the transfer of assets.
  • Answers in-bound calls from our financial professionals and field offices – providing superior service that demonstrates ownership, follow-through and a positive tone.
  • Complies with all company and site policies and procedures.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

  • Exemplifies strong customer service orientation with the ability to think as the customer and respond with the level of urgency and professionalism they expect.
  • Efficient use of a computer for data entry, documentation, and navigation within multiple systems.
  • Strong attention to detail.
  • Well-organized with ability to prioritize multiple tasks and assignments.
  • Excellent problem-solving skills and the ability to think outside the box
  • Able to learn and disseminate information while being trained in a side-by-side environment.
  • Receptive to performance feedback.
  • Thrives in a fast-paced work environment where the urgency of service to our financial professionals is paramount.
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Ability to work with others in a collaborative team environment.
  • Demonstrates a positive, professional and proactive approach to work.
  • Prior experience and/or knowledge of financial services, annuity products and/or customer service is a plus.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-03-05T14:47:00Z
Location:
Horsham, Pennsylvania
Apply

Case Administrator-TEMPORARY POSITION

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Position Overview

The Case Administrator will interact directly with our distribution and sales partners to accept, review and process individual life new business applications, as well as informal applications.  This individual will ensure that the applications will partner with our underwriting team in a manner which facilitates timely risk assessment, decision making, issuance, and timely final action of application file.  This individual should enjoy working in a dynamic, fast paced team environment and have a passion for service delivery.  This is a temporary position that we expect to last 6 months.

 

Responsibilities

  • Manages an assigned caseload of individual life applications from submission to policy issue.
  • Works closely with the Account Managers, Relationship Managers, Underwriters, Field Office staff, and Financial Advisers to complete client requests, meeting or exceeding expectations with regard to timeliness and accuracy.
  • Receives and reviews life applications from Financial Advisers and completes data entry (SNAP) and document indexing (PaperClip).
  • Reviews electronically entered data for life applications and required forms; identifies and resolves any discrepancies and missing requirements. Ensures all regulatory controls are enforced.  Acknowledges receipt of requirements on system, identifies and advises Financial Advisers of any additional information required.
  • Partners with underwriting and orders any additional requirements if needed. Upon final decision by underwriter, prepares case and system for issuing a policy according to regulatory requirements.  Reviews case for any changes and for completion and accuracy of information.  Process necessary changes prior to issuing policy contract.
  • Communicates all case developments verbally and in writing while following up with field offices, service providers and others for any outstanding requirements. Reviews and matches any new requirements to case; updates system to reflect changes.
  • Works with LNB team to identify needs and issues and to discuss ways of improving service levels by recommending best practices.
  • Handles phone and written communication to and from Field Offices and Financial Advisers. Proactively provides up to date information regarding status of contract, outstanding requirements and transactions/processing explanations.
  • Establishes and maintains high quality adviser and client relationships – assessing needs and responding to them effectively. Monitors and controls case activity. Refer case to technical specialist and/or other as needed.
  • Develops relationships within the home office across departments including but not limited to: Underwriting, Client Service, Distribution, and Compliance.
  • Maintains knowledge of all individual life products, illustrations, systems, regulatory issues and department standards and goals.
  • Develops and maintains strong working knowledge of administrative systems and all appropriate capabilities.
  • Meets speed of service and quality goals for each task function and contribute to overall team goals.
  • Performs various other related duties and assignment as needed.    

Required Skills 

  • Ability to function in a fast paced and collaborative team environment with high productivity and accuracy expectations.
  • Adaptable to a changing environment and flexibility around work assignments.
  • Basic math skills
  • Demonstrates strong attention to detail
  • Good interpersonal, verbal, and written communication skills
  • Competent computer experience; demonstrated ability in Microsoft Office; the ability to utilize multiple systems and windows simultaneously.
  • Demonstrates initiative, self motivation and excellent organization skills, ability to set priorities, work under pressure and meet deadlines.
  • Adapting to change
  • Collaborating with others
  • Strong Customer focus
  • Respect for diversity
  • Focusing on detail
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.

 Experience 

  • 3 – 5 years’ experience in service delivery.
  • Prior experience and/or knowledge of insurance a plus.

 

Education/Licenses/Professional Designations 

  • High School diploma or equivalent
  • Bachelor’s degree preferred or equivalent work experience.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

  

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Temp
Date posted:
2020-02-20T19:44:08Z
Location:
Horsham, Pennsylvania
Apply

Life & Annuity Systems Analyst

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Departmental Expectations

Shared Services is a relationship based department of skilled professionals that is committed to upholding Penn Mutual’s core values.  There is a strong focus on service excellence, product expertise and a consistent client experience.  Shared Services associates work each day to meet both our internal and external customer’s needs through acting with integrity and adding value to every interaction.

 

Position Overview

The Production Support Analyst is a highly specialized position responsible for the coordination and oversight of all system production support and enhancements within Adviser and Client Services Department. This includes working across Adviser and Client Services and IM&T to ensure that all production needs and enhancements are completed in a timely manner.  This role will closely monitor system performance and provide recommendations to Management on enhancing the overall Business experience.

 

Responsibilities

  • Tier 1 support for front-end service and operations users during and outside of hours of operation
  • Ensure that documented issues are analyzed and investigated for root cause. In doing this:
    • Find temporary work around in search of permanent solutions
    • Reduce the chance of re-occurrence
    • Reduce overall number of issues through permanent solutions and pattern identification
  • When necessary, hold administrator duties for certain applications in addition to Tier 1 support
  • Act as a primary point of contact between Operations Leaders and Agile Product Owners for day-to-day 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
  • Acts as a Subject Matter Expert for A&CS operational applications
  • 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 producers’ and clients’ experience of doing business with us, reduce costs, and/or improve timeliness. Challenge others to think creatively.
  • Demonstrate courage to challenge the status quo and to make difficult decisions necessary to support the organization’s strategy.
  • Participate in corporate and department projects and other related duties.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Excellent verbal and written communication skills.
  • Excellent negotiation and collaboration skills.
  • Experience with driving positive change.
  • Ability to effectively partner across the organization and at multiple levels by building and maintaining strong relationships.
  • Accept ownership of all interactions and provide a high caliber of service excellence and follow-through.
  • Demonstrated drive for results
  • Listens and encourages suggestions, improvements, concerns, innovations from others.
  • 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.
  • Bachelor’s degree in related business or IT major or equivalent experience
  • Must have 5-7 years experience within Insurance industry
  • Knowledge of Penn Mutual products, processes and transactions a plus

 

Salary Level = 20/21

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-12-09T15:54:09Z
Location:
Horsham, Pennsylvania
Apply

Customer Service Representative-Annuities/Life Insurance

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Our associates own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Penn Mutual.  Individuals with a passion for service will handle a variety of in-bound calls from our clients via an 800 line and process transactions and documents. This position works under immediate supervision.

 

Responsibilities 

  • 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)

 

Required Skills 

  • A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone
  • Ability to comprehend and articulate information
  • Execute with urgency and professionalism
  • 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

Education/Licenses/Professional Designations 

  • High school diploma or equivalent required
  • Bachelor’s degree preferred

 

Experience 

  • Minimum of 0-2 years related experience
  • Experience with life insurance/annuity products preferred

 

Salary Level = 18

 

All Associates Exemplify Our Penn Mutual Values: 

  • Acting With Integrity—We have the conscious intention to do the right thing.
  • Respecting One Another—We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships—We foster meaningful connections with others.
  • Sustaining Our Legacy—We are trusted guardians for what we promise.
  • A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-09-25T15:35:09Z
Location:
Horsham, Pennsylvania
Apply

Assurance (Internal Audit)

Assurance Specialist/Manager

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Position Overview

In this role, you will be part of a team responsible for monitoring the operational risks at Penn Mutual and its affiliates and continuing to advance Assurance’s data analytics and automation initiatives. In partnership with Risk Management, the business and the other assurance groups (Financial, Compliance, and Information Protection), our team provides assurance over risks and controls to meet the needs of our stakeholders.  You will work with our team as well as associates from across the organization to understand the processes and be a key technical resource in helping align our focus to areas of highest risk. You will gain broad exposure to the Penn Mutual Life Insurance Company and its subsidiaries, which include Broker Dealers, Asset Managers and other Life Insurance Companies. The successful candidate will have strong technical skills, a passion for learning and a desire to develop and grow their comfort zone.

 

Department Overview

Assurance supports the Penn Mutual Life Insurance Company and its affiliates by identifying risks to the operations of the company, and evaluating the potential for those risks to harm the company, our associates, our advisers or our policyholders. We conduct engagements across the organization to provide assurance to our stakeholders that Penn Mutual and its affiliates are operating in a manner consistent with our values, guiding principles and operational risk appetite.

 

Responsibilities

  • Utilize critical thinking, data gathering and problem solving skillsets to understand and assess business processes and operational risk focus areas throughout the organization in support of our corporate initiatives.
  • Design and implement testing of business processes and controls with a focus on re-design and automation to improve efficiencies.
  • Effective communication of issues identified, impacts and solutions related to operational risk to assurance groups, business areas and executive management.
  • Relationship building and partnering with team members, business partners and other assurance groups for execution of our aligned approach.
  • Perform assurance engagements in both Horsham and Philadelphia, PA.
  • Perform and /or assist with other department initiatives as required.

Required Skills 

  • Strong analytical and critical thinking skills.
  • Strong planning and organization skills.
  • Demonstrated proficiency with data extraction tools to design automated tests and perform data analysis.
  • Demonstrated ability to develop effective working relationships within a team and stakeholders.
  • Possesses strong written, oral, interpersonal and presentation skills.
  • Is able to effectively interact and build relationships inside and outside the department at a range of levels (executives, leaders, associates).
  • Demonstrates flexibility, adaptability, collegiality and team player orientation.

Experience, Education and Licenses 

  • Bachelor’s Degree in Business, Finance or Accounting required.
  • Six+ years of investment related experience either in assurance or in the operations of financial services company(s) (investments, asset management, broker-dealer operations and/or life insurance).
  • CISA, CIA or CPA a plus (one is required to be obtained within first two years of employment); other industry certifications to be determined as needed.

 

Salary Level = 21/22

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-12-18T15:30:37Z
Location:
Horsham, Pennsylvania
Apply

Business Transformation

Agile Coach

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Position Overview

Here at Penn Mutual an agile coach is a passionate advocate of the Agile Mindset. By having a deep and profound understanding of agile values, principles and its many methods, the agile coach takes an evolutionary approach to helping individuals, teams, and larger organizational units think about, and influence how work gets done.  By recognizing organizations are systemic and interactive, the agile coach influences effective and nimble execution through both environmental and local actions.  With strong organizational acumen, the agile coach acts as a skilled collaborator, negotiator, and actor of influence and demonstrates a clear understanding of when each is appropriate.

 

Responsibilities 

  • Be an advocate and practitioner of agile values, principles, and methods including, but not limited to, SCRUM and Kanban
  • Create transparent, collaborative, fun, open, and trustful environments where teams can work effectively to deliver rapid and high quality output
  • Using cross-organizational relationships, relentlessly seek to remove organizational and team-level impediments to team execution.
  • Using a servant leadership approach, promote self-organization and cross-functionality within and across teams
  • Promote effective intra and inter-team collaboration
  • Assist teams in making appropriate and realistic commitments
  • Organize and facilitate effective team ceremonies
  • Work to minimize team distractions, identify and lead the impediment-solving process, and escalate risks/issues when necessary
  • Promote collaboration among Penn Mutual stakeholders and alignment across their objectives
  • Maintain an awareness of what is happening within the agile community both internally and externally and, where appropriate, experiment with introducing new practices to the organization
  • Utilize team data to inspire and influence team performance
  • Comply with all company and site policies and procedures
  • Successfully complete regulatory and job training requirements
  • Perform other duties as assigned

 

Required Skills 

  • Evangelist level knowledge of agile values, principles, and methods
  • Proven negotiation, influence and collaboration skills
  • Proven skills in creative facilitation and encouraged innovation
  • Demonstrated comfort with change, ambiguity, debate, conflict, playfulness, experimentation, and informed risk taking
  • Proven public speaking skills
  • Demonstrated ability to effectively communicate with both technical and business associates
  • Proven ability to make or facilitate effective decisions as they relate to a team’s delivery
  • 5+ years relevant industry experience

 

Education/Professional Designations

  • BA/BS degree or equivalent experience
  • Certified SCRUM Master CSM or Product Owner CSPO (Desired)

 

Level = 21/22

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-11-05T15:27:29Z
Location:
Horsham, Pennsylvania
Apply

Career Agency System

Financial Professional - Charlotte, NC

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Charlotte, NC and you will be working for our locally known agency Penn Mutual Carolina Partners.

 

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. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Charlotte area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new financial professionals as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. 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. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2020-05-11T20:02:46Z
Location:
Charlotte, North Carolina
Apply

Sales Manager - Cambridge Financial- Salt Lake City UT

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Position Overview: 

The Sales Manager is a key role in the CAS office and is responsible for providing a full range of marketing expertise, support and leadership to the CAS field office to help drive strong sales results.

 

Position Expectations:

 

Responsibilities:

  • Assist Managing Partner with the management and business operations of the agency.
  • Works with management team and individual financial professinals to develop sales concept guidance, client presentations, and special documents.
  • Become and remain well versed in the features and benefits of all Penn Mutual life and annuity products and applicable illustration software.
  • Maintain all necessary insurance licenses and the appropriate designation as a general securities principal through FINRA.
  • Support recruiting activities.
  • Develop and achieve annual recruiting and sales goals, subject to review and approval of the Home Office.
  • 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. All such records are the property of Penn Mutual.
  • Not use any sales promotion materials or advertising relating to any of the products of Penn Mutual unless the specific item has been approved in writing by Penn Mutual.
  • Comply with Penn Mutual’s rules and regulations.
  • Not be involved in any business activity that, in the sole judgment of Penn Mutual, is competitive with or in conflict with Sales Manager’s responsibilities to Penn Mutual unless Penn Mutual gives prior written approval. Penn Mutual can revoke this approval at any time by giving notice to Manager.
  • Provide a line of communication between the Penn Mutual home office and agents associated with the agency. Agents associated with the agency shall include financial professionals and brokers recruited by Sales Manager as well as financial professionals and brokers assigned by Penn Mutual to the agency for supervision.
  • Comply with all applicable governmental requirements affecting Manager, the office staff, and financial professionals and brokers associated with Manager that relate to activities pursuant to this agreement.
  • 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.
  • 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. No compensation shall be payable to Manager pursuant to this agreement for the sale of any variable product absent compliance with the provisions of this subsection.
  • Not use any sales promotion materials or advertising relating to any of the products of Penn Mutual unless the specific item has been approved in writing by Penn Mutual.
  • Perform other duties of a supervisory nature that may be assigned to Sales Manager by Managing Partner.
  • Comply with Penn Mutual’s policies and procedures.
  • Must act in full compliance with all laws and regulations applicable to the business.
  • Ensures the agency and Penn Mutual brand guidelines are consistently met.
  • Supports agency community involvement and sponsorship activities.
  • Plays lead role in the development and administration of sales contests.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

Skills & Abilities:

 

  • Achieves Results. Demonstrates the ability to help financial professionals achieve strong business results by helping with business plans and tracking/reporting of performance results.
  • Communication and Writing Skills. Possesses strong written and verbal communication skills. Demonstrates strong creative writing skills, presentation skills and possesses strong knowledge of AP style guidelines. 
  • Business Acumen. Has a working knowledge of life and annuity products as well as a solid understanding of the financial professional role and how an agency operates. 
  • Agency Strategy. Demonstrates a solid understanding of the overall business strategy of the agency to execute on plans to help move the business forward. 
  • Relationship Building and Collaboration. Engages senior agency leadership and collaborates with others to drive marketing programs. Builds trust, credibility and demonstrates strong self-confidence and leadership qualities. 
  • Influence. Influences advisers to help drive the agency strategy, marketing campaigns and community relations initiatives. 
  • Customer Service Orientation. Possesses superior customer service skills by understanding and anticipating customer needs, and adapting approach to different customer groups and requirements. 
  • Creativity. Uses original and innovative approaches to messaging and marketing programs and events. 
  • Negotiation. Negotiates with senior leadership and vendors regarding marketing priorities, vendor agreements and resources to maintain focus on marketing strategy.

Experience:

  • 2-5 years’ experience in a similar role.
  • Life Insurance industry experience a strong plus.
  • Solid technical understanding of life and annuity products and sales concepts, technology, related tax laws and state regulations. Knowledge of the business units and operations of Penn Mutual and the retail sales process of financial professionals and marketing campaigns.

Education/Licenses/Professional Designations:

  • Bachelor’s degree in Business Administration or Marketing preferred or equivalent work experience.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2020-04-13T14:42:43Z
Location:
Salt Lake City, Utah
Apply

Financial Professional - Columbus, OH

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Columbus, OH and you will be working for our locally known agency 21st Century Financial.

 

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. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Columbus, OH area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

All Associates Exemplify Our Penn Mutual Values:  

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2020-03-05T14:47:48Z
Location:
Columbus, Ohio
Apply

Financial Professional - Edison, NJ

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Position Overview:

Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 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. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

  

Position Responsibilities:

 

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

 

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 

  

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—we have the conscious intention to do the right thing.

Respecting One Another—we see each other’s distinctiveness as a valued asset.

Focusing on Relationships—we foster meaningful connections with others.

Sustaining Our Legacy—we are trusted guardians for what we promise.

A Shared Sense of Belonging—we evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-02-21T14:57:48Z
Location:
Edison, New Jersey
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Financial Professional - Cincinnati, OH

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Cincinnati, OH and you will be working for our locally known agency 21st Century Financial.

 

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. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Cincinnati area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

All Associates Exemplify Our Penn Mutual Values:  

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2020-01-30T19:20:40Z
Location:
Cincinnati, Ohio
Apply

Financial Professional - Pittsburgh, PA

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Pittsburgh, PA and you will be working for our locally known agency 21st Century Financial.

 

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. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Pittsburgh area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. 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. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

Tags: Financial Advisor, Financial Adviser, Wealth Advisor, Life Insurance, Life Insurance Agent, Insurance Agent, Life Insurance Sales Representative, Insurance Sales Representative

Job type:
Full-Time/Regular
Date posted:
2020-01-07T19:18:03Z
Location:
Pittsburgh, Pennsylvania
Apply

Financial Professional - Akron, OH

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Penn Mutual is looking for talented individuals who seeks to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Akron, OH and you will be working for our locally known agency 21st Century Financial.

 

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. Successful financial professionals build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Akron, OH area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new financial professionals as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

 

Job type:
Full-Time/Regular
Date posted:
2019-01-25T19:14:48Z
Location:
Akron, Ohio
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Hornor, Townsend & Kent

Advisor Support & Business Development Director

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Position Overview

The HTK Advisor Support & Business Development Director provides proactive support to HTK’s registered representatives, as well as to the Managing Partners and Regional Directors.  The position focuses on dedicated training and support of the broker-dealer products, tools and services offered to advisors and recruiting/onboarding assistance to the Field Leadership so that more advisors join our broker-dealer.

 

Responsibilities 

  • Support the development of HTK educational programs and training material
  • Assess and prioritize the need for material so that multiple offices and audiences can leverage
  • Create content in a variety of formats that can be leveraged by multiple stakeholders (i.e. presentations, written scripts, outlines for live training classes, teaching aides, etc.
  • Deliver training as required – via web, live meeting, company events, recorded videos, etc
  • Deliver producer support to help advisors take advantage of our products, tools and technology. Increase awareness and usage
  • Seek feedback on advisor needs and participate in home office efforts to evolve our offerings and support
  • Consult with Field Leaders on embedding HTK training and support into agency/regional efforts
  • Support Field Leaders by servicing as member of team responsible for recruiting to the broke-dealer and onboarding into the PML/HTK way of conducting business
  • Support field staff, as required, to promote best practices in the local agencies/regions and support HTK registered reps from on-boarding through ongoing business processing/growth
  • Carries out duties in compliance with all state and federal regulations and guidelines
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties/projects as assigned

Required Skills 

  • Demonstrated ability to create and deliver training content with presentation skills
  • Strong written and verbal communication skills
  • Excellent listening and follow-up skills
  • Strong customer service orientation and focus on building strong relationships
  • Highly collaborative, as successful candidate will work with home office associates, field personnel, management, and HTK’s product and technology partners
  • Ability to defer own priorities for larger team priorities that may need more focus
  • 7+ years’ financial services experience
  • Background in life insurance a plus
  • Understanding of financial advisors and/or broker-dealer products and tools preferred

 

Education/Licenses/Professional Designations 

  • Series 7 required and 65/66 preferred.

 

Level = 22/23

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions. 

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-02-05T14:39:37Z
Location:
Horsham, Pennsylvania
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Independence Financial Network

Life New Business Field Liaison Coordinator - Mid_Atlantic Region - Glen Rock NJ

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Position Overview:

The Field liaison Coordinator supports Life New Business and Financial Professionals in the IFN Distribution channel. Provide services to financial professionals for overall support and to enhance our commitment to the Financial Professionals/Client relationship.

 

Responsibilities: 

  • Provide support and triage services to Financial Professionals
  • Assist Financial Professionals with field underwriting guidelines and expectations
  • Assist STAR Financial Professionals as required
  • Effectively utilize systems such as SmartOffice and Insight to keep Financial Professionals updated
  • Closely partners with Life New Business Relationship team to deliver an exceptional financial professional experience
  • Assist with new business processing if necessary
  • Order medical requirements if necessary
  • Promote our digital experience in ACE and Insight
  • Serve as a resource and direct questions to the appropriate home office support groups
  • Work closely with the RMD’s, RMS’s and IFN offices
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

 

 

 

 

 

 

 

 

 

Required Skills 

 

Skills & Abilities: 

  • Typically a minimum of 2-4 years related experience
  • Experience with life insurance/annuity products requiredAbility to work with others in a collaborative team environment
  • Demonstrates initiative, self-motivation and excellent organizational skills, ability to set priorities, work under pressure and meet deadlines
  • Ability to communicate effectively in both verbal and written form
  • Adaptable to a changing environment and flexibility around work assignments
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Competent computer experience with demonstrated ability in Microsoft Office and the ability to utilize multiple systems and windows simultaneously
  • Basic math skills
  • Strong attention to details

Experience: 

  • Knowledge of Home Office and Field Office systems such as Insight, Smart Office, RemitPro, Paperclip, SNAP, ACE, etc.
  • Experience in Case Design and Illustrations
  • Ability to order medical requirements
  • Ability to triage Financial Professionals
  • Understanding of underwriting requirements
  • Understanding of Age & Amount requirements
  • Familiar with the Underwriting and New Business process
  • Familiar with the STAR Financial Professionals process
  • Ability to screen questions and direct questions to appropriate individuals/groups 

 

Education/Licenses/Professional Designations: 

  • High school diploma or equivalent required
  • Bachelor’s degree strongly preferred

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company:

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

 

 

 

 

Job type:
Full-Time/Regular
Date posted:
2020-05-11T20:03:37Z
Location:
Glen Rock, New Jersey
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Internal Wholesaler - Mid-Atlantic Regional Office

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Position Overview

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. The IMR will proactively work to create new as well as manage existing relationships with financial professionals in his region to achieve recruiting and sales goals. This internal wholesaler will work in partnership with the field sales team (to include Regional Directors, Regional Marketing Directors, or Regional Marketing Specialists as assigned). The IMR must develop and maintain a thorough familiarity with all aspects of the assigned regions to include, but not limited to, understanding of the business practices of key producers, overview of Focus Firms, geographic locations of financial professionals, and knowledge of the regional sales style needed to locally market life insurance or annuity products. This position will also function as a liaison between the field and the home office.

 

Position Expectations

Responsibilities

* Recruiting and Financial Professional Support:

  • Conducts telemarketing activities with current and prospective financial professionals that will generate sales activity.
  • Proactively develop business relationships with current and prospective financial professionals to encourage new sales.
  • Increases the number of financial professional that do business with Penn Mutual as well as maximizes the sales potential from each financial professionals contact.
  • Develops and follows-up on financial professionals sales leads from a variety of sources including referrals from other associates, producers, Relationship Management, broker-dealer conferences, industry conferences or any other sources, as appropriate.
  • Provides ongoing service and support to producers.
  • Follows up scheduled meetings of field partner(s) and provides information as requested.

* Outbound and Inbound Telemarketing

  • Generates daily appointments by proactively calling prospects and existing financial professionals to schedule 1 on 1 appointments for field partners, as assigned, achieving weekly appointment goal for each field partner.
  • Prospects for potential new financial professionals using various support tools, including but not limited to, Brokerage, MDRT, Regional Database rep lists applying mapping software to attain efficient territory management.
  • Follows up on all regional recruiting campaigns with financial professionals phone calls to obtain appointments
  • Promotes sales seminars with financial professionals and confirms attendance.
  • Conducts follow-up phone calls to schedule appointments with prospects and financial professionals before and after seminars, broker-dealer meetings, and regional meetings.

* Marketing:

  • Manages all marketing activities in assigned regions to maximize field sales activity.
  • Develops sales ideas to share with financial professionals as well as provides illustration support reflecting benefits of sales concept.
  • Works with field partner or home office marketing associates to coordinate various promotional events.
  • Follows-up on all marketing campaigns to offer additional support and/or schedule one-on-one follow up appointments

* Company, Product and Technical Knowledge:

  • Obtains required knowledge regarding Penn Mutual’s mutual structure, financial stability and industry ratings.
  • Understands FINRA and insurance regulations as well as company compliance guidelines and adhere to same.
  • Develops and maintains comprehensive and in-depth working knowledge across all supported product lines, investment sub-accounts and operational procedures.
  • Comprehends the suitable application of PML’s product in sales situations and recommend to financial professionals, as appropriate.
  • Provides illustration and case design support.
  • Stays abreast of Penn Mutual’s competition, specifically product and marketing programs, and advanced sales applications.

* Sales Tracking, Sales Analysis, Recordkeeping and Reporting:

  • Tracks weekly appointment activity and report sales results; maintains records documenting status of appointments and sales results.
  • Remains current on case status, proactively communicating with financial professionals regarding status of case.
  • Retains and tracks illustrations and related sales results.
  • Creates and maintains updated database with current financial professionals information.
  • Analyzes sales activity and results upon request.
  • Provides weekly sales reports and reviews results during team meetings.

* Complies with all company and site policies and procedures.

* Remains current in profession and industry trends.

* Successfully completes regulatory and job training requirements.

* Performs other duties as assigned.

 

Required Skills 

Skills & Abilities 

  • Proven track record of sales success or direct contribution to sales team
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Ability to work with others in a collaborative team environment.

 

Required Experience

  • Three to five years of related experience in the sales and marketing of insurance products; equivalent experience may be considered

 

Education/Licenses/Professional Designations

  • Bachelor’s degree required
  • FINRA Series 6 or 7 and Series 63 registrations required
  • Life insurance license required
  • Willing to obtain industry certifications, such as, CLU, and/or ChFC

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

  

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions. 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

 

Job type:
Full-Time/Regular
Date posted:
2020-05-11T20:01:49Z
Location:
Glen Rock, New Jersey
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Regional Adminstrator - Mid-Atlantic Region - Glen Rock NJ

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Position Overview:

The Regional Administrator assists the Field Manager in operating a financially successful office by leading and developing an efficient and efficient staff of associates, overseeing daily office operations and enhancing the productivity of the sales force so that the office achieves recruiting and profitability goals. 

 

Position Expectations 

Responsibilities:

  • Manages On-boarding of new financial professionals and office staff by explaining benefits, policies and procedures, coordinating fingerprinting, and providing training on computer and phone system.
  • Partners with Human Resources (HR) for employee relations, performance management issues, benefits, staffing requirements, interviewing and hiring. Maintains associates and financial professionals files and promptly notifies Home Office of all changes related to staff, salary, and status.
  • Assists Field Manager with associate’s performance reviews and provides ongoing coaching and development.
  • Trains associates in all aspects of their duties in conjunction with the company’s policies and procedures.
  • In conjunction with the Field Manager, prepares, develops and monitors office budget. Manages expenses and authorizes payment of bills.
  • Maintains financial information for the office (Quicken or Quick Books).
  • Processes Contract/Licensing and Registration documents for all financial professionals and assists with E & O and continuing education requirements.
  • Adheres to all FINRA & SEC compliance regulations and performs compliance related functions as needed as appropriate to their position.
  • Keeps current with resident and non-resident state’s regulations and requirements for licensing and application. Shares relevant information with office associates to ensure that they understand regulations and can apply knowledge to their jobs.
  • Assists in the recruiting of experienced financial professionals by providing information and supports as required.
  • Works in partnership with the Home Office and serves as a communication link between the Home Office, financial professionals and staff.
  • Insures office has the most current version of software, forms, and marketing materials, updated procedural manuals for associates and financial professionals and maintains a record retention program.
  • Resolves complex questions, concerns and problems for the financial professionals.
  • Manages the purchase of office supplies and equipment; maintains inventory of furniture/equipment in the office and district offices.
  • Prepares and keeps updated Business Continuity Plan for the office.
  • Maintains office website and coordinates the information used in publications of field office monthly and annual bulletins.
  • Acts in lieu of the Field Manager, as required.
  • Coordinates various field office projects and provides illustration support to financial professionals, as needed.
  • Provides back up to all the administrative functions in the field office.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

 

Required Skills 

Skills & Abilities: 

  • Strong communication skills (written & oral); ability to meet deadlines; team player; ability to build strong working relationships.
  • Proficient in Microsoft Suite and Outlook.
  • Prefer experience with a Client Relationship Management (CRM) system, ie. Smart Office.
  • Desire to provide excellent and proactive customer service
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Ability to work with others in a collaborative team environment.

 

 Experience

  • Three to five years’ leadership experience required; proven ability to develop staff skills and abilities, proactively motivate performance and identify/address gaps, build a team environment and recognize contributions.
  • Insurance and securities industry experience preferred.

 

 Education/Licenses/Professional Designations 

  • Bachelors degree or equivalent business experience required.
  • FINRA Series 6 and 7 (a plus) and working toward 24 preferred.

 

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us. 

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2020-05-11T19:59:15Z
Location:
Glen Rock, New Jersey
Apply

Information Management & Technology

Sr. Linux/Cloud Architect

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Position Overview

This is a system administration position that performs both planning and hands-on technical work for the Enterprise Technology Services team.  We are a small, solid group looking to speed up our migration to the latest AWS technologies

 

Responsibilities 

  • Administration of and planning for:
  • Ansible-based Linux Systems administration
  • Backup and Recovery
  • Clustering and Cloud Technologies
  • Security
  • Virtualization
  • Performance and Optimization
  • Monitoring
  • Collaborate with application development teams and other internal stakeholders to deliver high quality solutions
  • Advise the development teams on the best way to convert their existing stacks to AWS
  • Support the platform deployments for new applications as they are created (machine learning, statement processing, etc)
  • Be the expert that can dive in, analyze, and fix problems with AWS services
  • Manage multiple projects, providing deliverables in a timely fashion
  • Participate in on-call rotation
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Highly motivated, self-starter that has a strong desire to learn
  • Advanced understanding of Linux including user, network, storage, memory, and security components
  • Strong troubleshooting skills are required
  • Ability to effectively prioritize tasks
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment
  • 3+ years of experience administrating Linux systems in an enterprise environment (RHEL/CentOS preferred)
  • 3+ years working with cloud admin experience (EC2, IAM, Cloudformation, etc)
  • Git experience (or similar version control system) required
  • Anisble playbook development experience
  • Experience with building/automating CI/CD pipelines (Jenkins, Maven, Jira, BitBucket)
  • Advanced understanding of Linux including user, network, storage, memory, and security components
  • Detailed understanding of TCP/IP required
  • Experience with Bash scripting required
  • Experience with Python, and/or Ruby scripting required
  • Experience with load balancing/failover technologies required; Haproxy is preferred
  • Experience with virtualization is required; VMware ESXi is preferred

 

Level = 21/22

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Preferred Experience

  • Mongodb
  • Nodejs
  • Apache Tomcat
  • Cassandra/Datastax Enterprise
  • Oracle database
  • Commvault Simpana

 

 

Education/Licenses/Professional Designations 

  • BS in Information Systems/Computer Science or equivalent work experience
  • RHCSA (Red Hat Certified System Administrator)
  • LPIC -1 (Linux Professional Institute Certification Level 1)
  • LPIC-2 (Linux Professional Institute Certification Level 2)
Job type:
Full-Time/Regular
Date posted:
2020-02-25T13:08:54Z
Location:
Horsham, Pennsylvania
Apply

Marketing & Communications

Sr. Advanced Marketing Communications Manager

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Position Overview 

This position is responsible for providing a full range of strategic and tactical product marketing and sales concept support to promote Penn Mutual’s life and annuity product portfolio and services to attract and retain new financial professionals and clients. The role will also focus on enhancing Penn Mutual’s position in the marketplace as it relates to advanced marketing concepts.  Primarily responsible for  understanding the needs of our customers (financial professionals and clients) and creating the framework needed to effectively create content that supports our customers.  Writing for technical content is also a key element and focus for this role.

 

Responsibilities 

  • Produces effective, complete, and cohesive briefs that will be shared with the Content Studio and used in the creation of the content
  • Works closely with key constituents to understand the needs of our customers (which include internal customers, financial professionals, and end clients)
  • Propose product positioning/marketing strategies and detailed communication plans for product launches, sales concepts, ACE, underwriting, promotional campaigns, and new materials
  • Identifies material and communications needed to support product marketing and underwriting initiatives
  • Develops cross-functional implementation schedules that drive all critical elements to completion by established target dates
  • Monitors project progress and facilitate course corrections
  • Collaborates with Content Studio on various design elements of marketing materials
  • Collaborates with Content Studio and print vendors on print pricing, instructions, printing methods and quality control
  • Provides leadership oversight of all sales concept and advanced marketing projects and initiatives being funneled through the marketing processes
  • Helps mentor other team members to help them develop advanced concept marketing expertise
  • Handles special projects as assigned
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Solid understanding of insurance fundamentals and products
  • Working knowledge of industry compliance and regulatory standards
  • Proven ability to listen and gather writing requirements
  • Ability to develop and implement a comprehensive marketing plan
  • Basic understanding of print production processes and methods
  • Creative problem solving and decision making skills
  • Proven skills as an engaging storyteller and writer is preferred but not required
  • Proven ability to work well under pressure and meet tight deadlines on a regular basis
  • Ability to comprehend and juggle competing priorities on the fly
  • Execution focus and strong organizational skills
  • Strong attention to detail and the ability to see/understand the big picture
  • Ability to work with others in a collaborative team environment
  • Strong influence and verbal communication skills required to succeed on cross-functional teams and interact with all levels of management
  • Inspirational, empowering and coaching leadership style
  • Support Penn Mutual’s core values by promoting and acting with integrity
  • 7+ years of strategic insurance industry/financial services advanced concept marketing experience (life insurance and annuity experience a plus)
  • 7+ years of marketing communications experience, including content development (writing), creative and process management
  • Experience developing and managing marketing initiatives across a wide spectrum of print and digital channels
  • Marketing experience that encompasses Business-to-Business and Business–to-Consumer efforts
  • Experience working with designers; some design experience a plus
  • Hands on experience managing/directing vendors
  • Prior experience providing leadership to internal staff members

 

Salary Level = 22

 

Education/Licenses/Professional Designations 

  • Bachelor’s Degree required, preferably in Marketing

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-02-10T13:27:30Z
Location:
Horsham, Pennsylvania
Apply

Sr. Graphic Designer

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Position Overview 

This role is part of Content Studio comprised of a team of designers, writers and media specialists that support to the various areas of Marketing & Communications to execute on Penn Mutual’s numerous field and home office corporate communications and marketing initiatives.   The Graphic Designer collaborates with the Manager, Content Studio and Senior Graphic Designers to ensure the integrity of the corporate brand, proper alignment with brand guidelines, and consist high quality of work. This includes having a working knowledge and understanding of the company, corporate brand, and company sponsorships.

 

Responsibilities 

  • Designs and manages projects from creation of initial concepts through design/layout to release of production-ready files
  • Develops images for a range of materials such as social posts, blog stories, brochures, print ads, emails, website content, video animations, and more
  • Works closely with project owners, vendors, and Senior Graphic Designers to prioritize day-to-day work and set up check points to ensure high quality control and project delivery in a timely manner
  • Collaborate with the Content Studio team, including writers, designers and video producers in the Content Studio, as well as with outside agency partners as needed on projects, ideas, designs, feedback
  • Ensures all content reflects the “voice” of Penn Mutual and follows our brand and style guidelines
  • Involved in all elements of content creation, from brainstorming to final production and deployment
  • Manage and update projects through a project management system
  • Performs other responsibilities as needed

Required Skills 

  • Has strong imagination and demonstrates high creativity
  • Demonstrates strong design/layout/production skills
  • Must be highly proficient in indesign, Photoshop, Illustrator
  • Must have intermediate to advanced knowledge of graphic design tools including web, workflow and content management applications
  • Extremely detail oriented & highly organized
  • Able to set priorities and works well under tight deadlines
  • Excellent communication/presentation skills
  • Works collaboratively with the entire Content Studio team and with various stakeholders across the organization
  • Curious learner; stays current with industry and design knowledge
  • Demonstrates keen interest in new techniques, design trends or software
  • 5-7 years’ experience in the graphic design field
  • Experience with print and online media design and advertising
  • Intermediate to advanced digital design experience

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree graphic design or related field

 

Level = 20

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

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.

 

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

  

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-10-15T15:46:36Z
Location:
Horsham, Pennsylvania
Apply

Copywriter

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Position Overview 

The Copywriter partners with all areas of Marketing & Communications and internal business stakeholders to effectively communicate, position and promote Penn Mutual’s marketing programs, products and internal/external communications.  This position develops compelling and engaging content, materials and marketing plans across multiple audiences. 

 

Responsibilities 

  • Writes compelling, original, engaging and compliant content that is forward-thinking and aligned with brand personality and audience content consumption habits
  • Understands the organization’s diverse audiences and what resonates with them to develop content in a number of writing styles for a variety of audiences
  • Crafts copy for a range of materials such as social posts, blog stories, brochures, print ads, emails, website content, video scripts, and more
  • Experience in creating regular social media content that reflects a differentiated brand voice and story
  • Collaborates with writers, designers and video producers in the Content Studio, as well as with outside agency partners as needed
  • Ensures all content reflects the “voice” of Penn Mutual and follows our brand and style guidelines.
  • Involved in all elements of content creation, from brainstorming to final print production and deployment
  • Works closely and collaborates with business partners to help develop long-term and short-term material/content strategies and materials
  • Works closely with Compliance to ensure marketing materials meet regulatory requirements
  • Builds and maintains strong, cooperative working relationships with a wide array of home office associates
  • Manages and supports special projects as assigned
  • Performs other duties as assigned

Required Skills 

  • Outstanding creative and technical writing ability
  • Can take complex ideas and translate them into simple, clear language that can be broadly understood by a wide audience of readers with extensive to no level of expertise
  • Able to think and write strategically while addressing and/or remaining cognizant of the tactical details
  • Excellent editing and proofreading skills
  • Proficient with Microsoft Office Word, Excel and Power Point
  • Excellent communication skills
  • Effective relationship, teamwork and communication skills
  • Excellent organizational, time management and project management skills
  • Keeps up with industry, marketing and communication trends
  • Willingness to learn new technologies and new marketing media
  • Quick, eager, curious and resourceful learner
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment
  • 3+ years in a marketing communications content development position (at least 2 years as a primary writer)
  • Financial services copy/creative experience that includes creating print and digital content (life insurance and annuities a plus)
  • Diverse portfolio of work to demonstrate authored and edited content for both digital and print media. (Writing samples required)
  • Experience managing multiple projects with competing priorities in a fast-paced environment, with impeccable attention to detail
  • Experience in helping to build and manage multi-faceted communications plans from inception through implementation
  • Experience working with outside vendors a plus

 

Education/Licenses/Professional Designations 

  • BA or MA in English, Journalism, Communications, Creative and Technical Writing; or equivalent experience

 

Level = 21

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

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.

 

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

  

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-10-15T15:34:06Z
Location:
Horsham, Pennsylvania
Apply

Penn Mutual Asset Management

Internal Sales & Business Development Associate

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About Penn Mutual Mutual Asset Management 

Penn Mutual Asset Management, LLC (“PMAM”) is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company.  As of December 31, 2019, PMAM manages approximately $28BN in assets.  PMAM focuses on risk-based institutional asset management, advisory and investment operation services.  We are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.  We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client’s strategy and goals.

 

Position Overview 

The Internal Sales & Business Development Associate is a critical member of the PMAM team and is responsible for assisting with the development, implementation and management of the firm’s institutional sales efforts.  This is an opportunity to be a key member of a small team with access to senior team leaders and institutional clients. The primary role of the internal sales & business development associate is to drive sales by developing, cultivating and maintaining relationships with investment consultants, OCIOs, banks, family offices, RIAs and other institutional investors. The role requires the ability to engage multiple stakeholders and to work collaboratively with various PMAM associates in support of the firm’s distribution efforts. The successful candidate must achieve and maintain an expert knowledge of PMAM’s investment capabilities and client-focused services.

 

Responsibilities 

  • Collaborate with distribution to develop and implement a strategic plan to increase institutional sales growth
  • Lead prospecting activities to cultivate prospective clients via outbound calls and emails. Responsible for qualifying leads, scheduling meetings/calls and following up with all deliverables
  • Manage customer relationship management database (Salesforce) to maintain accurate records, tasks, deliverables and pipeline for all prospects and clients
  • Manage and utilize institutional investor databases
  • Work closely with the investment team to thoroughly understand our investment capabilities and present them effectively to our clients and prospects
  • Work closely with the marketing team to update and improve marketing materials
  • Coordinate with PMAM associates to ensure Request for Proposals (RFPs) and client questionnaires are completed and submitted on time
  • Provide ongoing service and support to distribution efforts
  • Prepare and partner with distribution and the investment team to ensure they are adequately prepared for all client/prospect meetings and finals presentations
  • Lead in the preparation of all presentations for clients and prospects including pre-finals discussions with prospects/consultants as well as coordinating all internal logistics – presentation materials, meeting logistics, rehearsals and follow-up post finals
  • Support investor relations by partnering with PMAM associates to provide all aspects of client service
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Strong ability to build relationships and proactively generate sales leads
  • Experience with Salesforce or other customer relationship management (CRM) database software is a plus
  • Proficient in Excel, Word and PowerPoint
  • Knowledge of relationship management best practices
  • Strong project management and experience in managing multiple priorities, communicating progress and effectively tracking deliverables to completion
  • Well organized and focused
  • Excellent prioritization and time management skills
  • Excellent oral and written communication skills
  • Professional phone etiquette
  • Excellent analytical and problem solving skills
  • Strong presentation skills
  • Follow up and follow through; have a sense of urgency and take ownership to get the job done, be responsible and accountable for outcomes
  • Build effective business relationships with business partners throughout the organization and external to the organization
  • Be able to create, document and monitor processes
  • Act as liaison with external customers and to project our reputation of credibility and competence
  • Ability to work effectively in a fast-paced, collaborative, team-oriented environment
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

Experience 

  • 2-5 years of experience in institutional sales/marketing of asset management products or institutional investor client service is preferred; equivalent experience may be considered
  • Sales/marketing or related experience specifically within financial services or other highly regulated industry is preferred
  • Understanding of financial products and markets is preferred
  • Proven track record of sales success or direct contribution to distribution efforts is preferred

 

Education/Licenses/Professional Designations

  • Bachelor’s Degree in Marketing, Finance or other related field required
  • FINRA Series 7, 66 preferred or obtained within 9 months
  • Interest and motivation in pursuing professional designations

 

All Associates Exemplify Our Penn Mutual/PMAM Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

For Leadership roles within Penn Mutual/PMAM, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries,” takes risks and innovates to execute and advance Penn Mutual’s and PMAM’s strategies.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

Penn Mutual/PMAM 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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-01-17T15:40:38Z
Location:
Horsham, Pennsylvania
Apply

Product Management

Product Systems Analyst

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Position Overview 

The Product Systems Analyst is responsible for the creation, testing, and maintenance of product-related calculation models. These include Excel spreadsheets and VPMS calculation models used to test illustration systems or administrative systems. This person is also responsible for assisting with any requirements and questions on these calculations for both new and inforce life and annuity products.

 

Responsibilities 

  • Become versed in Penn Mutual’s product line and how products are built in Penn Mutual’s systems
  • Master Penn Mutual’s admin and illustrations systems
  • Develop and maintain basic and moderately complex calculation models (Excel, VBA, VPMS, etc.) for life and annuity products and projects
  • Provide support to internal and external QAs, Developers, BAs, Customer Service, Sales Support, Pricing Actuaries, and others as needed
  • Provide support and test customized modifications on the life and annuity illustration systems
  • Perform bug verification, release testing, and beta support for assigned products; research problems discovered by QA to ensure that appropriate solutions are developed
  • Comply with all company and site policies and procedures
  • Remain current in profession and industry trends
  • Successfully complete regulatory and job training requirements
  • Perform other duties as assigned

Required Skills 

  • Analytical, technical, and programming skills
  • Ability to problem solve for design and debugging of product models
  • Strong data analysis and software testing skills
  • Strong customer focus
  • Intellectual curiosity and the aptitude and desire for continuous learning
  • Proven ability to take initiative, act with a sense of urgency and follow-through
  • Ability to work independently with minimal supervision
  • Proven ability to collaborate, build relationships, and resolve conflicts within the Product Management area and across company lines (with vendors)
  • Ability to make decisions, plan, multi-task, and prioritize work towards the achievement of personal and corporate objectives
  • Solid verbal and written communication skills
  • Basic knowledge of life insurance products preferred
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment
  • 2-4 years’ experience working in the life insurance/financial services industries (or related field), preferred
  • Experience in Advanced Excel concepts, including VBA
  • Experience in programming (ex: Java, C++)

 

Education/Licenses/Professional Designations 

  • Bachelor’s Degree preferably in Computer Science, Mathematics, or related discipline

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2020-01-06T15:44:43Z
Location:
Horsham, Pennsylvania
Apply

Actuarial Analyst

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Penn Mutual’s Actuarial Analysts will gain valuable experience in at least three different areas of practice, gain management experience, hone business and leadership skills, and ultimately attain the FSA designation. Penn Mutual develops future leaders and is willing to invest in bright, talented individuals to help them achieve life’s possibilities.

 

PRIMARY RESPONSIBILITIES:

  • Performs actuarial tasks, which are mathematical and/or higher level clerical nature
  • Compiles and categorizes data for experience analyses and prepared related reports
  • Prepares schedules of statistics, financial statements, premiums, reserves and benefits, documenting and verifying the factors used in related computations
  • Active team member accountable for working towards shared goals and objectives

Required Skills 

  • Strong communicator in both written and verbal context.
  • Ability to collaborate and build relationships.
  • Ability to plan and prioritize work towards the achievement of personal and corporate objectives.
  • Value, promote and act with integrity.
  • Preferred:
    • Actuarial internship
    • One exam towards the eventual attainment of an ASA
    • Committed to pursuing the FSA designation
  • 4-year degree with a major/concentration in Actuarial Science, Mathematics or a related discipline. Business coursework a plus.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2018-05-23T16:29:44Z
Location:
Horsham, Pennsylvania
Apply

Actuarial Summer Intern

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Penn Mutual’s Actuarial Interns will gain valuable experience in one of four areas of practice – pricing, valuation, modeling or product management – and have the following opportunities:

  • Executive leadership speaker luncheons including discussions with the Chief Actuary, SVP of Product Management, CFO, COO and CEO
  • Paid Housing
  • Department Information Sessions
  • Advanced Excel and Access training
  • Mentoring program

 

PRIMARY RESPONSIBILITIES:

  • Performs actuarial tasks, which are mathematical and/or higher level clerical nature
  • Compiles and categorizes data for experience analyses and prepared related reports
  • Prepares schedules of statistics, financial statements, premiums, reserves and benefits, documenting and verifying the factors used in related computations
  • Active team member accountable for working towards shared goals and objectives

Required Skills 

  • Passing an exam is not required for program eligibility, but candidate should be working towards passing exams
  • Strong communicator in both written and verbal context
  • Ability to plan and prioritize work towards the achievement of personal and corporate objectives
  • Working towards a degree with a major/concentration in Actuarial Science, Mathematics or a related discipline. Business coursework a plus.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused—Gets it done.  Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. Inspires, motivates and persuades others through their decisions and actions.

 

 

 

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.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About the Penn Mutual Life Insurance Company

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2015-09-30T19:46:33Z
Location:
Horsham, Pennsylvania
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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.

The advantage of mutual strength

As a mutual company, we’re owned by our policyholders – not by stockholders. Our policyholders can count on us for life.

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