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Open positions

Vantis

Actuarial Associate

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Position Overview

Vantis Life (a member of Penn Mutual Life Insurance Co) is looking for an Actuarial Associate in our Windsor, CT office. In this role, you will be responsible for overall maintenance and responsibility for assigned valuation system (currently Triton) modules including running, coding and updating the modules. as well as production of reserves and other actuarial items, accuracy, analysis and explanation of results to Chief Actuary. You will ensure conformance with Statutory, Tax and GAAP accounting and ensure reserve is appropriate for the risk. You will create, code, test and produce product pricing, cashflow testing, ALM analyses, financial modeling as necessary, under direction of Chief Actuary. You will also test various financial, administrative, illustration and reserving systems and assist in product development, financial reporting and analysis.  

 

Responsibilities

Has responsibility for assigned valuation system modules

  • Codes and tests new products
  • Runs reserves, ensure accuracy, analyzes results and provide explanations
  • Maintains valuation system modules, e.g. updates valuation interest rates each year, DAC assumptions, updates and tests versions of valuation system
  • Ensures appropriateness of all statutory, tax and GAAP coding, switches, assumptions, etc. 
  • Ensures data integrity
  • Documents system updates, new product coding and testing
  • Responsible for reporting process – streamline, improve and augment process as necessary
  • Maintains appropriate controls on the reporting process to ensure accuracy of reserves

Responsible for reinsurance administrative system

  • Produces billings, checks results for accuracy
  • Maintains system including any version updates, tests and documents results

 

Participates in testing of various financial, administrative, illustration, and reserving systems

  • Develops model for testing reserves, cash values, and dividends from various systems
  • Assists in development of design specifications for various systems
  • Provides projections from MG-ALFA for forecasts and other modeling projects
  • Includes analysis and explanation of results, e.g., actual vs. plan or forecast, plan vs. forecast, prior forecast vs. current forecast, etc.

 

Ensure appropriateness of reserves in relation to the risk

 

Ensure that reserves and other actuarial calculations conform to Statutory, Tax and GAAP accounting regulations, statutes and relevant pronouncements

 

Performs ALM, cashflow testing, X-factor reporting, financial projections, pricing, RBC/capital analysis and rating agency presentation functions, as needed

 

Assumes additional duties as requested

 

Complies with all company and site policies and procedures

 

Remains current in profession and industry trends

 

Successfully completes regulatory and job training requirements

 

 

 

 

 

Required Skills 

Skills & Abilities

  • Conducts analysis, pricing and risk assessment to estimate financial outcomes
  • Applies knowledge of mathematics, probability, statistics, principles of finance and business to calculations in life insurance and annuities
  • Deep understanding of statutory, tax and GAAP accounting related to actuarial valuation, cash flow testing and X-factor reporting
  • Strong familiarity with Excel, Access, Word
  • Strong familiarity with C++, Triton and, MG-ALFA
  • Excellent communication skills, written and verbal
  • Capable of succinctly providing results, explaining complex concepts in understandable language
  • 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
  • 7+ years of experience in the actuarial field in life insurance and/or annuities, especially valuation
  • Pricing experience is a plus

 

Education/Licenses/Professional Designations

  • Bachelor's degree preferred
  • Associate in the Society of Actuaries (ASA) 

 

Vantis Life Insurance Company/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.

 

 

Job type:
Full-Time/Regular
Date posted:
2020-11-30T15:13:06Z
Location:
Windsor, Connecticut
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Independence Financial Network

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:
2020-11-23T15:17:39Z
Location:
Glen Rock, New Jersey
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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:
2020-11-23T15:17:05Z
Location:
Glen Rock, New Jersey
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Assistant Regional Vice President, Independence Financial Network (IFN)-CA Region

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Position Overview:

The Assistant Regional Vice President plays an important role in supporting the Regional Vice President in overall leadership and direction for a Regional Office to deliver a full value commitment to financial professionals in the markets in which we operate, promote corporate initiatives, support consistent messaging, and drive sales to a profitable Independence Financial Network.  This position will cover our California Region.

 

Responsibilities: 

  • Recruits, selects, and manages financial professionals who seek a direct relationship with Penn Mutual
  • Selects, manages, and leads a skilled staff in Regional Office
  • Trains and develops current Regional Marketing Directors/Regional Marketing Specialists
  • Negotiates and realizes production commitments from direct relationships with insurance based financial professionals
  • Supports the region and helps to lead a “virtual” organization while being consistent with overall IFN/Penn Mutual strategy
  • Supports and directs team to engage on Penn Mutual/IFN corporate initiatives
  • Develops and sustains consistent, lasting business relationships
  • Provides full Value Commitment to financial professionals in the affluent markets
  • Plans, organizes, and prioritizes work to accomplish production objectives
  • Formulates and packages sales concepts in peak markets
  • 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
  • Ability to manage and work remotely

Required Skills 

Skills & Abilities:

  • Strong communicator (verbal, written, and platform) as well as a good listener
  • Personally can prepare illustrations and presentations using industry / PML software
  • Strong skills at point of sale
  • Understands large case underwriting and packaging
  • Utilizes Microsoft office software (Word, PowerPoint, etc.)
  • Understands and uses contact management / Agency Management System (AMS)
  • User of the Internet / company e-mail system
  • 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: 

  • Minimum 5 years successful sales experience with variable life and annuity products
  • A successful record of recruiting, selecting, and mentoring field leaders
  • Successful experience and expertise in needs-based sales in the business, estate, and affluent marketplace
  • Success in developing lead generation opportunities for the affluent markets
  • Former successes not based solely on product, underwriting, or producer compensation
  • Well-versed in the features / benefits of all life insurance products
  • Distribution experience with Broker/Dealers and Registered Reps
  • Knowledge about competitor’s products as well as Penn Mutual’s products
  • Compliance and Market Conduct sales supervisory experience

 

Education/Licenses/Professional Designations:
  • Bachelor’s degree preferred
  • CLU, ChFC, or CFP
  • FINRA Series 7 and Series 24

 

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:
2020-11-23T15:16:28Z
Location:
Remote location,
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Regional Marketing Director - Dallas Metro Area

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Position Overview

The primary goal of a Regional Marketing Director is to generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. This field position is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a “second line field leader,” this associate is a “master in his craft” as represented by his expertise in practice management to enable a financial professional to start, grow, or transition his practice depending on his experience in the business and his professional objective. In addition, the RMD actively and selectively recruits to Penn Mutual’s broker-dealer, Horner, Townsend and Kent, Inc. (“HTK”), without compromising the firm’s relationships with other independent broker-dealer distribution partnerships

 

Position Expectations/Responsibilities                                                                                                                   

  • Recruiting
    • Prospects and profiles for independent, targeted life insurance financial professionals who regularly write life insurance as part of their practice with life insurance sales representing 30% to 50% of their business.
    • Achieves annual financial professional recruiting goal completing due diligence process and ensuring new recruits have are in good standing with FINRA and the state life insurance department.
    • Continues to enhance productivity of new recruits increasing their Penn Mutual life insurance production year over year.

 

  • Practice Management
    • Coaches life insurance financial professionals utilizing advanced marketing concepts to accelerate the growth of their practice, diversify into new markets, expand or transition their business.
    • Contributes to channel fluidity by supporting and encouraging independent financial professionals to move within PML distribution channels to facilitate the growth of his business. 

 

  • Sales and Goal Achievement
    • Achieves or exceeds individual LWP sales and goals working toward balanced product mix through sales concepts, case design and advanced marketing concepts in the individual and business markets
    • Contributes to and/or participates in company pilots or special initiatives upon request.

 

  • Productivity and Territory Management
    • Actively engages in up to 20 weekly face to face meetings with quality financial professionals and/or small group to promote PML’s value proposition, sales solutions, marketing concepts and life insurance products.
    • Conducts regional marketing or study group meetings with independent financial professionals to facilitate practice management and promote the PML value proposition and innovative sales solutions and competitive products.
    • Willing to participate in joint appointments as insurance specialist with financial professionals, as appropriate.
    • Maintains efficient rotations creating territory zones and geographic density of appointments.
    • Works within assigned T & E budget.

 

  • Marketing and Sales Track
    • Involved in recommending case designs and illustrations.
    • Utilize compliant company generated marketing and advanced case sales solutions and competitive edge in solicitation of PML product and sales opportunities.
    • Actively promotes company’s marketing programs, such as, WORTH and Financial Professional Alliance.
    • Able to facilitate a potential life insurance case from concept and design to placement providing field underwriting as appropriate. 

 

  • Compliance
    • Ensures suitability of the sale in meeting client need as presented by financial professional.
    • Follows FINRA regulations for cash and non-cash incentives and/or entertainment in conducting business with independent financial professionals.
    • Works within budget allocating travel and expense budgets to DSM and RSDs for effective and efficient territory management.      

            

  • Team Player
    • Shares best practices with peers including recruiting, referrals, sales ideas, handling objections, success stories and leveraging PML’s competitive advantages.
    • If applicable, partners with their Internal Marketing Representative (“IMR”) to achieve goals.
    • Partners with the Relationship Management team prioritizing financial professionals from PML’s Focus Firm list to assist in achieving goal and growing market share in firm.
    • Participates in company conference calls, councils, or initiative, as requested.
    • Collaborates and cooperates with the home office and field peers, such as Regional Marketing Directors and Regional Marketing Specialists.
    • Works to develop a true partnership between the field and the home office openly but positively discussing challenges understanding that the home office and field are on the same team; actively works to help develop and maintain a “we” versus “us versus them” mentality between the field and the home 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 

  • Operates ethically and with integrity.
  • Ability to work independently being intrinsically motivated with a high level of stamina.
  • Possesses organizational efficient time management skills with basic knowledge of field wholesaling skills.
  • Skilled at prospecting, profiling and recruiting life insurance financial professionals.
  • Able to cultivate relationships with independent financial professionals.
  • Has in-depth working knowledge of practice management knowledge on how to start up, grow or transition a financial professionals business.
  • Possesses working knowledge of COW, LEAP and or other selling and financial profiling systems.
  • Ability to build and maintain positive, tenured professional relationships.
  • Knowledge of financial planning process and advanced marketing concepts.
  • Superior listening, communication and presentation skills.
  • Ability to effectively collaborate, be inclusive and build partnerships
  • Adept at field underwriting, illustrations and case design.
  • In-depth and thorough understanding of life insurance and annuity products, the insurance industry, the financial marketplace, its terminology, related tax laws, and the application of financial planning
  • Proficient in Microsoft Office Suite applications and mapping software.

Experience 

  • Five to ten years of experience as a financial professional, wholesaler or sales manager preferably in the life insurance or securities industry. 

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree required.
  • FINRA Series 6 and Series 63 registrations required, FINRA Series 7 preferred.
  • Life insurance license required
  • Currently holds or willing to obtain industry certifications, such as, CLU, and/or ChFC
  • Proven track record of sales success in the financial services industry.
  • Willing to travel up to 70%

 

 

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:
2020-11-23T15:15:49Z
Location:
Dallas Metro Area,
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Financial Management

Accounting Analyst

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Position Overview

Perform finance functions including, but not limited to accounting, financial reporting, or analysis with moderate instruction or guidance.  Utilize general accounting and financial principles and techniques to support various activities within and outside of financial management covering moderately difficult assignments with diverse scope.

 

Department Overview/Expectations

The mission of the Financial Management Team is to act as stewards for the financial strength of the company, and proactively influence our financial position to support the execution of the company’s strategy in a way that embodies the company’s core values.  The Financial Management Team will:

 

  • Facilitate the understanding and management of risks and opportunities, communicate these in a clear and timely manner, and provide reliable and actionable business insights.
  • Understand current best practices and emerging industry trends to meet ongoing measurement and reporting requirements.
  • Ensure an efficient, effective and evolving control framework that mitigates risk.
  • Creatively and critically think about our processes, systems and services to continuously improve the quality of information used in decision making.
  • Operate as an effective team of diverse, talented professionals who value continuous learning and reward strong performance.
  • Build strong relationships and collaborate across the company to guide the execution of the Company strategy.

 

Responsibilities

  • Prepare journal vouchers and accounting classifications, and complete associated account reconciliations
  • Participate in processes to ensure accuracy and completeness of financial records
  • Prepare and analyze internal and external ad hoc financial requests
  • Interpret financial data and/or results for users and may offer recommendations to management
  • Support internal and external audit requests
  • Provide information to support Management, Regulatory, and GAAP reporting
  • May be required to keep apprised of the changing accounting and regulatory landscape through research of technical guidance; assist in documenting and informing management of potential impacts
  • Document business processes and identify controls and deficiencies in business processes
  • Identify, recommend and implement ongoing process improvements
  • Apply accounting knowledge to complete:
    • Quarterly accruals for insurance companies
    • Intercompany accounting and reconciliations between Penn Mutual and affiliates
    • Statutory and GAAP consolidation
  • Complete regulatory financial filings on a quarterly basis
  • Complete annual filings, including “Blue Books” and regulatory filings
  • May participate on project teams
  • Comply with all company and site policies and procedures
  • Perform various other related duties, assignments and special projects as assigned

Required Skills 

  • Strong data analysis skills including the ability to work with pivot tables, advanced formulas and modeling
  • Ability to effectively communicate and present information (written and verbal) clearly, consistently and accurately
  • Strong critical thinking and problem solving skills
  • Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines
  • Ability to work collaboratively in a team environment
  • 2-4 years of related experience
  • Experience working in the life insurance industry is a strong plus

 

Education/Licenses/Professional Designations

  • Bachelor’s degree in accounting
  • CPA is preferred

 

Salary 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.

Job type:
Full-Time/Regular
Date posted:
2020-11-19T16:54:59Z
Location:
Horsham, Pennsylvania
Apply

Client Services/Customer Service

Senior Customer Service Representative (Life or Annuity)

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Position Overview

Penn Insurance and Annuity of New York (affiliate of Vantis Life Insurance Company, member of Penn Mutual Life Insurance family of companies is forming a new client services team to process and service our life and annuity business.  The team will be located in our Windsor, CT location.  This team is essential to our business, as they are the face of our company, providing critical interactions with our financial professionals and their clients.  Our Senior Customer Service Representatives own the relationship with our valued customers and have the rewarding responsibility of shaping the image of our company.  You will handle a variety of in-bound calls from our clients via an 800 line providing stellar service as well as delivering policy/contract administration support. We are searching for seasoned candidates with experience in individual life and/or annuity products.

 

Responsibilities 

  • Learns all facets of universal & variable life insurance and/or annuities and the products sold
  • Handles simple to complex in-bound calls from our clients/financial professionals and answers questions regarding their life or annuity product and/or servicing needs
  • Processes routine non-financial transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures
  • Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner
  • Accepts ownership of the interaction and provides a high caliber of service and follow-through, handling more complex issues as appropriate
  • Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Acts as a mentor or subject matter expert to team members
  • Adheres to Service Level of Agreements (SLAs) and individual/team metrics
  • 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 

  • A customer service attitude that translates professionalism, confidence as well as a ‘smile’ over the phone
  • Ability to comprehend and articulate information
  • Ability to learn and adapt in ever changing and upgrading technology
  • Executes with urgency and professionalism
  • 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
  • Strong technical skills with the ability to navigate within multiple systems.
  • 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
  • Ability to make a positive contribution as demonstrated by learning new skills
  • Ability to work with others in a collaborative team environment

Experience

  • 3-5 years of customer service experience in a call center environment
  • Experience with universal and variable life insurance/annuity products
  • Knowledge of NY-specific individual life insurance/annuity products a plus

 

Education/Licenses/Professional Designations 

  • High School diploma required
  • Bachelor’s degree preferred

 

 

Penn Insurance of New York is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information.  Opportunities throughout the company are available to Penn Mutual Associates and external candidates and are evaluated on the basis of position qualifications. 

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

Job type:
Full-Time/Regular
Date posted:
2020-08-31T13:01:30Z
Location:
Windsor, Connecticut
Apply

Customer Service Representative (Life or Annuity)

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Position Overview

Penn Insurance and Annuity of New York (affiliate of Vantis Life Insurance Company, member of Penn Mutual Life Insurance family of companies is forming a new client services team to process and service our life and annuity business.  The team will be located in our Windsor, CT location.  This team is essential to our business, as they are the face of our company, providing critical interactions with our financial professionals and their clients.  Our Customer Service Representatives own the relationship with our valued customers and have the rewarding responsibility of shaping the image of our company.  You will handle a variety of in-bound calls from our clients via an 800 line providing stellar service as well as delivering policy/contract administration support. We are searching for candidates with all levels of experience for this role, from entry-level to more seasoned representatives. 

 

Responsibilities 

  • Learns all facets of universal & variable life insurance and/or annuities and the products sold
  • Handles simple to complex in-bound calls from our clients/financial professionals and answers questions regarding their life or annuity product and/or servicing needs
  • Processes routine non-financial transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures
  • Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner
  • Accepts ownership of the interaction and provides a high caliber of service and follow-through, escalating more complex issues as appropriate
  • Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Adheres to Service Level of Agreements (SLAs) and individual/team metrics
  • 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 

  • A customer service attitude that translates professionalism, confidence as well as a ‘smile’ over the phone
  • Ability to comprehend and articulate information
  • Ability to learn and adapt in ever changing and upgrading technology
  • Executes with urgency and professionalism
  • 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
  • Strong technical skills with the ability to navigate within multiple systems.
  • 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
  • Ability to make a positive contribution as demonstrated by learning new skills
  • Ability to work with others in a collaborative team environment

Experience

  • Minimum of 1+ years of customer service experience
  • Experience with universal and variable life insurance/annuity products preferred
  • Knowledge of NY life and annuity products preferred
  • Call Center experience a plus

 

Education/Licenses/Professional Designations 

  • High School diploma required
  • Bachelor’s degree preferred

 

 

Penn Insurance of New York is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information.  Opportunities throughout the company are available to Penn Mutual Associates and external candidates and are evaluated on the basis of position qualifications. 

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

Job type:
Full-Time/Regular
Date posted:
2020-08-26T13:00:37Z
Location:
Windsor, Connecticut
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:
2019-09-25T15:43:45Z
Location:
Horsham, Pennsylvania
Apply

Career Agency System

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:
2020-08-21T14:12:44Z
Location:
Cincinnati, 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:
2020-08-21T14:12:19Z
Location:
Edison, New Jersey
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:
2020-08-21T14:11:47Z
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:
2020-08-21T14:11:12Z
Location:
Akron, Ohio
Apply

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:
2020-08-21T14:10:37Z
Location:
Charlotte, North Carolina
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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:
2020-08-21T14:10:00Z
Location:
Salt Lake City, Utah
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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:
2020-08-21T14:08:33Z
Location:
Columbus, Ohio
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Business Transformation

Product Owner-Life Products

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Position Overview

At the present time, we are looking at internal candidates ONLY.  This is an exciting opportunity to help Penn Mutual build the administrative foundation for life product implementation.  This Product Owner will work with Product Management and operations areas to define the vision and roadmap for life products, including new product development and in-force product support.  This position will balance the need to deliver products quickly, with the need for excellence and ongoing maintenance. The Product Owner is a passionate advocate and doer who will see a vision through to completion.  He or she maintains alignment with the corporate strategy, engages with stakeholders, captures and evaluates their input, prioritizes and works closely with an Agile development team to ensure work execution is in alignment with corporate priorities. 

 

Responsibilities 

  • Articulates, elicits and inspires others to execute and support a compelling product vision and strategy
  • Clearly draws and articulates the boundaries of that vision while providing enough latitude for an Agile team to creatively solve problems
  • Determines and articulates Minimum Viable Product; that is, identifies those portions of an overall vision that are minimally necessary to achieve Penn Mutual’s objectives
  • Creates, maintains, and prioritizes an Agile teams work backlog
  • Is available and acts as final arbiter to an Agile team on questions, seeking outside guidance when necessary
  • Constructs and communicates an Agile team’s product release plan to stakeholders
  • Plans for and facilitates planning sessions
  • Collaborates with other Product Owners to manage inter-team dependencies
  • Elicits customer and stakeholder feedback on the quality and accuracy of delivered product features
  • Remains current in profession and industry trends
  • Complies with all company and site policies and procedures
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Demonstrated ability to drive the execution of a vision
  • Understanding of life insurance products
  • Proven negotiation, influence and collaboration skills
  • Proven ability in the area of creative facilitation and encouragement of innovation
  • Encourages and demonstrates comfort with change, ambiguity, debate, conflict, 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 an Agile team’s product delivery
  • 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 

  • 5+ years relevant experience with life products
  • 5+ years relevant business experience and/or previous Product Owner, Product Manager, or similar experience
  • Experience in insurance and/or financial services industry

 

Education/Licenses/Professional Designations 

  • BA/BS degree or equivalent experience

 

Salary Level = 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.

 

 

 

 

 

 

 

 

Job type:
Full-Time/Regular
Date posted:
2020-08-03T17:34:19Z
Location:
Horsham, Pennsylvania
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Product Management

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
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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
Apply

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.