Open Positions

Open positions

Client Services/Customer Service

Production Support Specialist

arrowclose

Position Overview 

The Production Support Specialist is a specialized position responsible for the coordination and oversight of all system production support and enhancements within Adviser and Client Services (A&CS) with a focus on our Annuity and Life Administrative Platforms. This includes working across Adviser and Client Services and Information Management & Technology (IM&T) to ensure that all production needs and enhancements are completed in a timely manner. This role will closely monitor system performance and provide recommendations to Management on enhancing the overall Business experience.

 

Departmental Expectations 

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

 

Responsibilities 

  • Provide Tier 1 support for front-end service and operations users during and outside of hours of operation w/ a focus on our Annuity and Life Administrative Platforms.
  • Ensure that documented issues are analyzed and investigated for root cause. In doing this:
    • Find temporary work around in search of permanent solutions
    • Reduce the chance of reoccurrence
    • Reduce overall number of issues through permanent solutions and pattern identification
  • Act as a primary point of contact between Annuity and Life Service Operation Leaders and the Agile Product Owners for day-to-day Annuity and Life issue resolution, as well as business application design, support, testing, and process improvement.
  • In partnership with other team members, support the review and validation of system changes and customer mailings, incoming email alerts regarding system issues/outages, form and application updates, DocuSign mailing initiatives, daily, weekly, monthly and ad-hoc service and operations reporting needs.
  • Acts as a Subject Matter Expert for A&CS operational applications.
  • Collaborate with operational leaders and Agile teams in developing appropriate communications and/or training documentation prior to the release of any business application enhancements.
  • Is approachable and provides hands-on support to the business through handling escalated or complex situations, and providing guidance.
  • Thinks creatively and strategically to drive process changes to continuously improve our Financial Professionals and clients experience of doing business with us, reduce costs, and/or improve timeliness. Challenge others to think creatively.
  • Demonstrate courage to challenge the status quo and to make difficult decisions necessary to support the organization’s strategy.
  • Participate in corporate and department projects and other related duties.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

  • Excellent verbal and written communication skills
  • Excellent negotiation and collaboration skills
  • Experience with driving positive change
  • Ability to effectively partner across the organization and at multiple levels by building and maintaining strong relationships
  • Accept ownership of all interactions and provide a high caliber of service excellence and follow-through
  • Demonstrated drive for results
  • Listens and encourages suggestions, improvements, concerns, innovations from others
  • Creates an environment that encourages two-way communication
  • Actively and openly leads change and continually assesses impact
  • Provides cost-effective and customer-focused solutions
  • Makes a quick but systematic analysis to find the root cause of an issue
  • Respects others’ knowledge and abilities; encourages personal and professional learning
  • Must have 3-5 years’ experience within Insurance industry
  • Financial services industry experience required
  • Knowledge of Penn Mutual products, Life New Business processes, Life & Annuity post issue processes and transactions a plus

 

Level = 20

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-09-17T19:06:48Z
Location:
Remote,
Apply

Strategic Alliance Senior New Business Account Manager

arrowclose

Position Overview

The Account Manager will provide extraordinary customer service as a primary contact for our Strategic Alliance Partners. The focus is to develop, manage and maintain positive relationships with our Strategic Alliance Partners. The Account Manager will ensure that New Business processes meet our needs and expectations through effective communication and collaboration between the Home Office and Case Managers.

 

Responsibilities 

  • Point of contact for assigned Strategic Alliance(s), building relationships and assisting with day-to-day processing.
  • Establishes and maintains high quality customer relationships – assessing customer needs and responding to them effectively.
  • Works closely with the Case Administrators and Relationship Managers to complete customer requests, meeting expectations with regard to timeliness and accuracy.
  • Develops relationships within the home office in the areas of Underwriting, Customer Service, Sales, Compliance, and others to better understand and manage customer requests.
  • Provides up to date information regarding status of contracts, outstanding requirements and guidelines.
  • Manages work items for a variety of new business administration tasks over the life cycle of individual life insurance applications; from initial case set-up through final disposition and acceptance of delivery receipts.
  • Tasks include, but are not limited, to the following: Reviews electronically entered data and submitted images for life applications; identifies and resolves any discrepancies.  Ensures all regulatory policies are enforced, inputs information into system as needed. 
  • Provides case support to assigned Underwriting directors.
  • Works closely with the strategic alliance firms to ensure that the new business process, including prioritization of work meets the needs of the business, field and our department.
  • Pro-actively and regularly communicates with our field partners to identify needs and issues and to discuss ways improving processes by recommending Best Practices.
  • Acts as a liaison between the field, underwriter and home office departments in resolving questions and complex issue requests.
  • Understands the escalation process and Managements role in the process
  • Develops productive relationships with advisers, Underwriting and Home Office associates.
  • Interacts with Leadership to promote consistency and improve business processes.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Trains and mentors team members.
  • Performs other duties as assigned.

Required Skills 

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

Experience 

  • 3 – 5 years’ experience in processing or similar position highly desirable
  • Prior experience and/or knowledge of insurance a plus

 

Education/Licenses/Professional Designations 

  • College degree or equivalent work experience
  • LOMA or industry courses or certifications a plus

 

 Salary Level= 20

 

Penn Mutual 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.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-09-15T12:25:42Z
Location:
Remote,
Apply

Strategic Alliance Senior Case Administrator

arrowclose

Position Overview

The Senior Case Administrator will provide extraordinary customer service as a primary contact for our Strategic Alliance Partner firms. The focus is to develop, manage and maintain positive relationships with our Strategic Alliance Partners. The Case Administrator will process new cases received in New Business from end to end while maintaining a positive experience for the adviser and the firms.

 

Responsibilities 

  • Point of contact for assigned Strategic Alliance(s), responsible for the day-to-day processing.
  • Manages work items for a variety of new business administration tasks over the life cycle of individual life insurance applications; from initial case set-up through final disposition and acceptance of delivery receipts.
  • Tasks include, but are not limited, to the following: Reviews electronically entered data and submitted images for life applications; identifies and resolves any discrepancies. Ensures all regulatory policies are enforced, inputs information into system as needed
  • Provides up to date information regarding status of contracts, outstanding requirements and guidelines
  • Provides case support to assigned Underwriting directors
  • Works closely with the strategic alliance firms to ensure that the new business process, including prioritization of work meets the needs of the business, field and our department
  • Establishes and maintains high quality customer relationships – assessing customer needs and responding to them quickly and effectively
  • Works closely with the Account Managers and Relationship Managers to complete customer requests, meeting expectations with regard to timeliness and accuracy
  • Develops relationships within the home office in the areas of Underwriting, Customer Service, Sales, Compliance, and others to better understand and manage customer requests
  • Understands the escalation process and Managements role in the process
  • Develops productive relationships with financial professionals, Underwriting and Home Office employees
  • Interacts with Leadership to promote consistency and improve business processes
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Trains and mentors other team members
  • Performs other duties as assigned

Required Skills 

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

Experience 

  • 3 – 5 years’ experience in processing or similar position highly desirable
  • Prior experience and/or knowledge of insurance a plus

 

Education/Licenses/Professional Designations 

  • College degree or equivalent work experience
  • LOMA or industry courses or certifications a plus

 

 Salary Level= 19

 

Penn Mutual 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.

 

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-08-09T20:26:13Z
Location:
Remote,
Apply

Licensing Specialist

arrowclose

The Licensing Specialist will provide excellent customer service to Penn Mutual financial professionals, field offices, and partner organizations via E-mail and the CL&R (Contracts, Licensing & Registration) 800 line. S/he will appoint and contract new financial professionals and organizations, update and maintain related data and credentials, and submit information to various regulatory bodies as required.

 

 

Responsibilities 

  • Determines new financial professional eligibility for contracting and appointment with Penn Mutual, Penn Insurance Annuity and Penn Insurance and Annuity of New York NY
  • Meet speed of service, volume, and quality goals for each task and contribute to overall team projects
  • Fields in-bound calls from financial professionals, field offices, and partner organizations, and answers questions regarding pending work requests
  • Effectively communicate outstanding requirements to field offices and other internal and external partners
  • Understands and provides information regarding financial professional contracts and related credentials
  • Responds to inquiries from financial professionals, field offices, and partner organizations via E-mail
  • Enters and maintains financial professional contract, license, appointment, and registration data in CL&R systems
  • Submits registration and appointment information to state departments of insurance
  • Facilitates payment of compensation through accurate and complete data entry of financial professional records in CL&R systems
  • Develops and maintains strong working knowledge of CL&R systems and processes
  • Establishes and maintains high quality relationships with internal and external customers
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and industry training as needed
  • Perform other related duties as assigned

 

Required Skills 

  • A customer service attitude that demonstrates professionalism and confidence
  • Ability to think like the customer and respond with the appropriate level of urgency
  • Creative, energetic, and self-motivated with the ability to operate effectively in a self-directed and team environment
  • Initiative to get the whole job done and take ownership of each customer interaction
  • Ability to learn complex information in a short period of time
  • Excellent verbal and written communication skills
  • Excellent analytical and organizational skills with attention to detail
  • Efficient and accurate use of a computer for data entry, documentation, and navigation within multiple systems
  • Ability to multi-task and quickly navigate multiple resources while maintaining quality
  • Willingness to adapt to a changing work environment
  • Ability to work with others in a collaborative team environment
  • 1-3 years of experience in customer service
  • 3-5 years of experience in insurance and broker/dealer licensing or regulatory compliance preferred
  • Life or annuity product and/or industry knowledge a plus

 

Education/Licenses/Professional Designations 

  • College degree strongly preferred
  • Insurance License and/or FINRA Series 6 or 63 a plus

 

Salary Level = 18/19

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-07-30T20:31:59Z
Location:
Remote,
Apply

Insurance Services Representative

arrowclose

Our Insurance Services Representatives are the first point of contact with our financial professionals and customers.  Our employees own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Penn Mutual.  We are building a team of individuals who understand that making a great impression is important to developing and maintaining good relationships.  Creating a great experience for customers, while contributing to individual and team performance expectations, are keys to success in this role. This position can be fully remote.

 

Responsibilities

  • Owns the customer experience by establishing trust and building relationships with financial professionals and customers to provide high caliber service and follow-through
  • Thoroughly and efficiently handles simple to complex in-bound calls from financial professionals, policyholders, claimants and others, answering questions regarding their life or annuity product and/or servicing needs, in conjunction with handling end-to-end service requests
  • Processes some routine and some more complex transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures
  • Responds effectively and appropriately to sensitive events and/or situations as needed, including customer complaint handling and escalation
  • Possesses moderate knowledge of all facets of individual life Insurance or annuities and the products sold
  • Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information
  • Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner
  • Provides solutions, recommendations and product information with a sense of urgency, positivity and empathy
  • Seeks out opportunities to leverage best practices to meet requirements
  • Recommends process changes to continuously improve the client 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
  • Ability to work core business hours between 8:30 and 6:00 pm EST

Required Skills 

  • A customer service attitude that translates professionalism, confidence as well as a ‘smile’ over the phone
  • Ability to comprehend and articulate complex 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
  • Possesses a great sense of self-awareness
  • 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 and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment, while maintaining a self-driven mentality
  • Minimum of 1-3 years of customer service experience
  • Experience with individual life insurance/annuity products preferred

 

Education/Licenses/Professional Designations 

  • High school diploma required
  • Bachelor’s degree preferred
  • Resident life insurance license preferred, or must be obtained within 6 months of start date

 

Salary Level = 19

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-07-30T13:16:48Z
Location:
Remote,
Apply

Penn Mutual Asset Management

Operations Analyst

arrowclose

Position Overview

As the Operations Analyst for Penn Mutual Asset Management (PMAM), you will be part of a team that helps support middle and back-office investment operations, client reporting, cash and collateral management and oversight of business controls processes. The PMAM team works in a collaborative environment.  The successful candidate is results-driven, execution-focused with a collaborative style and a passion for continuous learning who will contribute to the success of PMAM.

 

 Responsibilities

  • Performs daily activities related to cash and collateral management
    • Inclusive of derivative trade activity, margin calculations and reconciliation
    • Communicates with external partners to ensure timely delivery of trade instruction and settlement requests
  • Performs various reconciliation activities related to trade activity, portfolio holdings and other trade related activity
  • Utilizes business intelligence tools to perform key business control functions and reporting
  • Performs various oversight and management of business controls related to SOC1 and other internal/external audit requests
    • Includes working with Investment, Compliance, Accounting and other operational teams to ensure controls are being performed in accordance with documented policies and procedures
  • Performs other operational activities as needed

Required Skills 

  • Well organized, focused and detail-oriented
  • Excellent prioritization and time management skills
  • Excellent verbal and written communication skills
  • Excellent analytical and problem solving skills
  • Follow up and follow through; have a sense of urgency and take ownership to get the job done, be responsible and accountable for outcomes
  • Build effective business relationships with business partners throughout the organization and external to the organization
  • Be able to create, document and monitor processes
  • Ability to work effectively in a fast-paced, collaborative, team-oriented environment
  • 1-5 years of experience in finance, investments or accounting
  • Relevant internship experience will be considered
  • Advanced ability to utilize Microsoft Excel and PowerPoint
  • Bloomberg AIM or related functionality
  • Domo business intelligence platform or experience with other business intelligence tools a plus
  • Data science/analysis and financial analysis
  • Insurance experience a plus, Statutory and GAAP accounting and reporting

 

Education/Licenses/Professional Designations

  • Bachelor’s Degree in Business, Finance or related field
  • Hold, or working towards an advanced degree and/or professional designation preferred

 

Penn Mutual/PMAM is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.  Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

About Penn Mutual and Penn Mutual Asset Management

Penn Mutual helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Penn Mutual Asset Management. LLC (“PMAM”) is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company.  PMAM is focused on risk-based institutional asset management, advisory and investment operation services.  We are dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process.  We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client’s strategy and goals.  As of July 31, 2021, Penn Mutual Asset Management manages approximately $34 billion in client assets all of which is managed on a discretionary basis. 

 

PMAM’s Investment Philosophy

Investing is one of the company’s core-competencies as evidenced by our strong, long-term track record of absolute and relative performance.  Our current strong capital base has been bolstered over the years due to a focus on total return in addition to generating income to support the company’s products.  Our investment philosophy centers on a top-down and bottoms-up approach that looks to identify with relative value at the sector, industry, company, and security level.  We believe that relative value can only be made by having a fundamental understanding of the cause and effect relationships that impact an asset class or security.  Our mutual structure allows us to have a long-term focus and make the best long-term economic decisions for the company.  We operate in a total return environment; however, we must constantly balance that against the needs and constraints of the liabilities that our investments support.

 

Job type:
Full-Time/Regular
Date posted:
2021-09-17T17:12:14Z
Location:
Remote,
Apply

Hornor, Townsend & Kent

Brokerage Cashier

arrowclose

Position Overview

The Brokerage Cashier is responsible for processing transactional functions, from check disbursements, journals, fed fund wires, and ACH/EFT disbursements to check deposits within the Operations department at our broker/dealer subsidiary, Hornor, Townsend & Kent, LLC (HTK).

 

Responsibilities 

  • Processes asset movement transactions, such as check, wire, ACH, and journal disbursements
  • Assists in establishing periodic and standing instructions for standing payments and asset movements via ACH, check, and journal
  • Sets up check writing privileges on brokerage accounts
  • Reviews all cashiering requests for completeness and accuracy
  • Serves as back-up for coding and depositing checks submitted to RemitPro via scanner
  • Serves as back-up for approving mobile and remote check deposits
  • Manages the Cashiering queue within the AWD system
  • Assists with the reviewing and processing of items submitted to the HTK Cashiering mailbox and esignature mailbox as needed
  • Assists with the establishing of new brokerage accounts, and processing account updates as needed
  • Communicates with the field as necessary
  • Handles more complex job responsibilities, as needed
  • Maintains contact with financial professionals while researching, resolving, and communicating cashiering-specific situations and coordinates problem resolution
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Excellent organization and communication skills
  • Strong data entry skills
  • Working knowledge of Microsoft Excel
  • Knowledge and understanding of the financial services industry
  • Highly resourceful with the ability to look beyond the obvious
  • Excellent relationship and collaborative skills
  • Detail-oriented
  • Demonstrates independent thinking
  • 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

 

  • 3-5 years of experience working in a financial services setting
  • Experience working in a broker/dealer preferred

 

 

Education/Licenses/Professional Designations 

  • Bachelor's degree strongly preferred
  • FINRA Series 6 or Series 99 license preferred, or willing to obtain within 6 months of hire

 

Level = 19

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-09-17T16:55:05Z
Location:
Remote,
Apply

Field Supervision Specialist

arrowclose

Position Overview

The Field Supervision Specialist (FSS) is responsible for supervising the daily actives of Registered Representatives and Investment Advisor Representatives and providing ongoing support to advisors and Field Leadership. This individual must be proficient in the processes and procedures that relate to the compliance/supervision functions within the office and must possess strong leadership skills and the ability to work independently.  

 

Department Overview/Expectations

Hornor, Townsend & Kent, Inc. (HTK) is a wholly owned broker/dealer subsidiary of Penn Mutual, with access to a full range of registered investment products and services, including mutual funds, stocks, bonds, variable life insurance products and annuities. HTK supports its representatives with a highly trained staff who are dedicated to providing the resources needed to help them meet their clients’ financial goals.

 

Responsibilities 

  • Provide training and education on company policies and procedures; trading and operations, state insurance and securities regulations, and FINRA/SEC rules and regulations
  • Supervise sales activities of assigned registered representatives including the review of daily trade activity and performing suitability reviews for all investment sales including stocks, bonds, mutual funds, ETFs and Annuities.
  • Perform initial reviews of outside business activities and private securities transactions
  • Perform an initial review of advertising and sales literature
  • Review and approve securities related correspondence
  • Review and approve electronic communications and social media
  • Assist in Field related investigations as needed/requested
  • Review RR responses to annual compliance and outside business activity questionnaires
  • Document RR activity and issues and provide monthly report to Field Leadership
  • Perform other related duties as assigned
  • Ability to travel as needed

Required Skills 

  • Must have excellent oral and written communication skills and the ability to communicate and present to senior leaders
  • Experienced and skilled at relationship building
  • Adept at technology and proficient in Excel, Word, and PowerPoint
  • Excellent customer service orientation
  • Strong organizational skills and ability to multitask
  • Detail oriented
  • Ability to influence others
  • Ability to collaborate with others and work in a team environment
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • 3-5 years supervisory experience with a Broker/Dealer or RIA.
  • Working knowledge and understanding of rules and regulations related to securities and insurance industries

 

 Education/Licenses/Professional Designations 

  • Bachelor’s degree preferred
  • FINRA Series 7, 24 required
  • FINRA Series 53, 66 preferred
  • Life Insurance license preferred

 

Salary Level = 20/21

 

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:
2021-09-01T12:14:18Z
Location:
Remote,
Apply

Career Agency System

Adminstrative Associate - Kane Agency

arrowclose

Position Overview

The Field Administrative Associate performs various administrative duties requiring an understanding of company and field office operating procedures to support the field manager and financial professionals in their sales and marketing operations. The ideal candidate for this job is resourceful, a good problem solver and organized. Assuring a steady completion of workload in a timely manner is essential in this position.

This position is being offered as a flexible hybrid work schedule.

 

Position Expectations 

Responsibilities 

  • Sorts and distributes incoming mail with adherence to compliance regulations.
  • Performs routine administrative duties using Microsoft Office to include typing/keying of miscellaneous correspondence and routine letters.
  • Operates telephone console for all incoming phone calls and routes accordingly. Orders supplies when directed.
  • Interprets policy status, coordinate new applicant procedures, and process routine service requests.
  • Assists with the preparation of recruiting kits and producer kits.
  • Performs other duties as required.
  • Complies with all company and site policies and procedures.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

Skills & Abilities 

  • Proficient in Microsoft Office Suite and Outlook
  • Strong communication skills (written/oral)
  • Ability to interact with field staff, Financial Professionals and home office employees
  • Ability to learn basic insurance and securities terminology needed to complete job duties
  • Strong organization skills and the ability to meet deadlines
  • Willingness to learn and take on additional responsibilities
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Ability to build strong working relationships and work with others in a collaborative team environment

Experience 

  • 2+ year of relevant work experience as an Administrative Assistant.

 

Education/Licenses/Professional Designations 

  • High School diploma or equivalent education.

 

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, 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:
2021-09-16T18:59:59Z
Location:
New York, New York
Apply

Executive Assistant - Boca Raton, FL

arrowclose

About Rosenzweig Financial Services

Since 1979, RFS has prided itself on exceeding client expectations by delivering more than we promise. We offer a broad range of insurance and financial services, leveraging strategic partnerships to provide our clients with comprehensive, individualized plans resulting in long term client loyalty. 

We have an exciting opportunity in our Boca Raton, Florida office for a highly organized and professional Executive Assistant to join our team and provide on-going administrative support as we expand our practice in south Florida and New York.

 

Position Overview

The successful candidate will have great customer service skills, superior organizational skills and enjoy working in a small office environment. You will be part of a team supporting 3+ financial professionals located in Florida and New York and will be responsible for assisting with the administrative functions for the team. You will be the initial point of contact for client calls, manage complex calendars, prepare client correspondence and assist with the completion of forms and client service requests. This position is located in Boca Raton Florida and is not remote.

 

Position Expectations

  • Assists financial professionals with the packaging of complex cases for submission.
  • Assist with the preparation and submission of inforce client service requests.
  • Assist with reporting and marketing efforts as needed.
  • Handle and prioritize incoming phone calls.
  • Manage calendars – including schedule, confirm and document client meetings, utilizing Outlook and SmartOffice CRM.
  • Maintain client files utilizing PaperClip Electronic Filing Systems.
  • Maintain and Update client information contained in the CRM (SmartOffice).
  • Performs other administrative duties as required – examples include, but are not limited to travel itineraries, maintaining office supplies and managing expense reports.
  • Complies with all company and site policies and procedures.
  • Successfully completes regulatory and job training requirements.
  • Hours: Monday – Friday, 8:30 am – 5:00 pm in office.

 

Required Skills 

 

  • Excellent PC skills, including MS Office
  • Superior Organizational Skills
  • Exceptional Communication Skills (written and oral)
  • Effective Interpersonal Skills
  • Ability to work independently in a collaborative team environment and meet deadlines
  • Project a customer service mentality with a high level of professionalism at all times
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.

 

Experience

  • 5+ Years experience as Executive Assistant or Customer Service Associate
  • 5+ Years Insurance and/or Financial Service Industry experience (insurance license preferred by not required)
  • Proficient with Microsoft Office (Required)
  • Comfortable with technology and able to acclimate to using multiple systems simultaneously. Tools we use include SmartOffice CRM, PaperClip Electronic Filing, Box Electronic Storage, DocuSign Electronic Signature and Quicken among others. Some experience is preferred, but not required.

 

Benefits

  • Competitive salary (based upon experience) with full benefit package.

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, 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:
2021-09-14T13:36:38Z
Location:
Boca Raton, Florida
Apply

Case Designer - 1847 Financial

arrowclose

* Please note that this position is being offered as an onsite, Hybrid or fully remote location role anywhere within the continental United States.

 

Position Overview 

The Field Case Designer provides illustrations, advance sales concepts, and marketing support to the financial professionals in order to increase life insurance and annuity sales.

  

Position Expectations 

Responsibilities 

  • Assists financial professionals with the design of their cases, which includes illustration preparation, use of advance sales concepts, and insuring that all appropriate marketing materials are available for the sale.
  • Implements marketing program lead generation programs, and the development and organization of seminars and informational meetings.
  • Participates in joint work opportunities where needed
  • Monitors progress and measures advanced sales results
  • Insures office has the most current versions of all marketing materials.
  • 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 

  • Proficient in Microsoft Office Suite, Outlook, Internet and software applications, including illustrations, advanced sales software and proposals
  • Strong communication skills (written & oral); and presentation skills
  • Excellent planning and organizational skills and the ability to meet deadlines.
  • 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 

  • 3 or more years of experience in life insurance and other related advanced sales concepts

 

Education/Licenses/Professional Designations 

  • College degree required

 

  

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, 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:
2021-09-10T19:09:10Z
Location:
Conshohocken, Pennsylvania
Apply

Financial Professional - Pittsburgh, PA

arrowclose

 

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 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.

 

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:
2021-01-25T19:11:29Z
Location:
Pittsburgh, Pennsylvania
Apply

Financial Professional - Columbus, OH

arrowclose

 

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 Employees 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 employees, 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:
2020-08-21T15:27:40Z
Location:
Columbus, Ohio
Apply

Financial Professional - Charlotte, NC

arrowclose

 

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 Employees 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 employees, 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:
2020-08-21T15:26:26Z
Location:
Charlotte, North Carolina
Apply

Financial Professional - Akron, OH

arrowclose

 

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 Employees 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 employees, 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:
2020-08-21T15:25:19Z
Location:
Akron, Ohio
Apply

Financial Professional - Cincinnati, OH

arrowclose

 

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 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 Employees 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 employees, 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:
2020-08-21T15:22:10Z
Location:
Cincinnati, Ohio
Apply

Financial Professional - Edison, NJ

arrowclose

 

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 Employees 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 employees, 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:
2020-08-21T15:19:13Z
Location:
Edison, New Jersey
Apply

Independence Financial Network

Internal Wholesaler

arrowclose

* This position is being offered as an onsite, hybrid or fully remote role anywhere in the Continental United States.

 

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 professionals that do business with Penn Mutual as well as maximizes the sales potential from each financial professional contact.
  • Develops and follows-up on sales leads from a variety of sources including referrals from other associates, financial professionals, Relationship Management, broker-dealer conferences, industry conferences or any other sources, as appropriate.
  • Provides ongoing service and support to financial professionals.
  • 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 professional’s 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.

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

 

 Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, 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:
2021-09-10T19:09:54Z
Location:
Glendale, Arizona
Apply

Law

Associate General Counsel (Insurance Products, Tax and Corporate)

arrowclose

Position Overview

We are seeking an experienced life insurance and tax attorney to join our team in the Law Department of The Penn Mutual Life Insurance Company.  This role will report directly to the Chief Legal Officer.  The role’s primary responsibilities will be to counsel and advise the Chief Legal Officer and Senior Business Leaders on insurance related matters in connection with the issuance and maintenance of Penn Mutual’s life and annuity products. The Company’s products are offered in a variety of tax-qualified and non-qualified markets, and the role includes advising on filings with state insurance departments.  As a member of the Law Department, the successful candidate will partner with the life insurance, annuity and broker-dealer businesses. 

  

Responsibilities           

  • Provides day-to-day advice to business partners relating to the administration, operations, marketing, product design/modification and distribution of life and annuity products
  • Provides advice on the operation and day-to-day administration of the Company’s suite of life insurance related products, including responding to inquiries from governmental agencies and other external constituents about these products and assessing claims associated with these products
  • In collaboration with internal and external legal counsel performs tax law research and prepares tax law memorandum supporting the Company’s life insurance and annuity business
  • Collaborates with other attorneys on tax, litigation, and regulatory matters relevant to the Company’s life and annuity products;
  • Handles complex legal matters, analyze legal (and business, where applicable) issues, draft legal documents, and negotiate matters and solve intricate problems using sound legal judgment and expertise, without supervision
  • Builds and maintains client relationships with diplomacy and by providing insightful, timely, pragmatic, and proactive counsel
  • Educates self and business partners on legal developments affecting business and provides innovative strategies to address those developments
  • Works on or leads project or cross-functional teams
  • Advises business areas on new and existing state regulatory requirements
  • Provides additional legal support to the Company's business units as necessary

Required Skills 

  • Strong analytical, research, writing and oral advocacy skills
  • Demonstrated ability to work effectively in a small team environment, including being flexible and adaptable
  • Ability to work independently and to approach matters with a hands-on attitude
  • History of working with a sense of urgency and a genuine desire to contribute to the company’s collective success
  • Strong business partner with ability to effectively counsel internal clients and manage relationships with external business partners
  • Ability to lead by example, acknowledge and assume responsibility for successes and failures in terms of actions, decisions, processes, and results
  • Meticulous attention to detail, sense of urgency, ability to handle substantial workload effectively (i.e., establish priorities, adhere to deadlines)
  • Provide creative input to policies and procedures of Product Management team and our business partners
  • Candidates should be knowledgeable in state insurance law with a strong working knowledge of life insurance law, contracts law and life insurance tax regulations
  • 7+ year’s legal experience in a law firm, in house counsel at a financial services firm, life insurance company, regulatory agency, or a combination thereof

 

 Education/Licenses 

  • Juris Doctorate from an accredited law school
  • Admission to the bar of at least one state and eligibility for the PA bar’s Limited In-House Corporate General License

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-09-10T17:55:05Z
Location:
Remote,
Apply

Paralegal

arrowclose

Position Overview

The Paralegal will provide paralegal and administrative support to the Law Department.

 

Responsibilities 

  • Conducts legal research for attorneys
  • Assists CLO with forecasting and finalizing yearly Law Department budget; monitors and controls expense items as part of analytical review of month-end financials; sets quarterly and year end accruals of fees
  • Directly supports the Corporate Secretary in the execution of his/her duties including research and data compilation relating to the Company and its subsidiaries’ Boards of Directors; at times drafts board minutes for Corporate Secretary’s review
  • Responds to inquiries from outside counsel
  • Drafts Non-Disclosure Agreements and settlement agreements
  • Reviews and assesses Qualified Domestic Relations Orders, trusts, powers of attorney, and divorce decrees and agreements
  • Coordinates federal, state and local tax levies and inquiries; garnishments and other wage attachments; notices of bankruptcy; subpoenas; TROs and injunctions
  • Tracks legal fees to produce 1099Ms for law firms at year end; pays department expenses, including legal bills
  • Maintains the Company’s Certificate of Authority Files
  • Performs administrative support duties as necessary
  • Assists with investigations and litigation discovery, including gathering and reviewing email and documents
  • 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 

  • Proficient in Excel, Word, PowerPoint, Outlook and Internet
  • Able to create, compose, and edit written materials
  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community
  • Desire to continue professional growth and development
  • Trustworthy, honest, ethical and discreet
  • Ability to respond to client needs by providing prompt, professional and efficient service
  • Functions as a support partner within the Law Department and supports associates throughout the company to further company goals and objectives
  • Able to work together in a values-driven and relationship-based culture
  • Able to work independently, handling multiple tasks and projects with limited direction
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • 3+ years’ experience in a legal assistant/paralegal capacity
  • Legal research skills
  • Good knowledge of legal procedures and documentation

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree
  • Paralegal certification

 

Level = 20

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-09-02T19:21:53Z
Location:
Remote,
Apply

Executive Assistant

arrowclose

Position Overview 

The Executive Assistant performs the full range of administrative support to the Chief Legal Officer (CLO) and members of the Law Department.  You will develop broad and comprehensive experience, skills and knowledge in Law Department policies, procedures and practices. You will also help facilitate and coordinate projects and deadlines directly or through others, and work with minimal supervision.

 

Responsibilities 

  • Coordinates and schedules the CLO’s meetings and presentations; gathers and prepares necessary materials
  • Assures the planning and coordination of the CLO’s calendar of events; schedules appointments and prepares detailed itineraries, complete with travel accommodations etc.
  • Assures the maintenance of travel and expense account and records
  • Coordinates staff and department meetings, including agendas
  • Assists in the maintenance of departmental records, including its' electronic files and those held at off-site location
  • Creates and updates presentations, spreadsheets, documents and correspondence
  • Supports the on-boarding of new employees and changes for existing team members
  • Tracks departmental budget
  • Provides assistance to the paralegal team as needed
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

 

Required Skills 

  • Ability to exercise discretion in accessing and working with confidential information
  • Strong attention to detail, with a commitment to high quality work
  • Able to work independently with minimal direction and supervision
  • Displays a strong knowledge of desktop tools such as the Microsoft Suite (Word, Excel, PowerPoint and Microsoft Outlook) and electronic mail systems
  • Flexible and comfortable with ambiguity
  • Intellectual curiosity and the aptitude and desire for continuous learning
  • Proven ability to take initiative, act with a sense of urgency and follow through
  • Strong organizational and planning skills and the ability to manage multiple conflicting deadlines
  • Strong problem solving skills
  • Demonstrated ability to collaborate, build relationships and interface with leaders and associates across the organization
  • Ability to gain proficiency in company tools and systems
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • 7+ years providing administrative support to senior level corporate officers
  • Paralegal skills a plus

 

Education/Licenses/Professional Designations 

  • High School Diploma (or equivalent)
  • College Degree or Paralegal certificate a plus

 

Salary Level = 20

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-08-17T21:07:19Z
Location:
Remote,
Apply

Information Management & Technology

Software Engineer-Corporate Compensation Support

arrowclose

Position Overview

Penn Mutual continues to value its relationship with financial professionals to sell our life insurance products.  A big part of this relationship, is ensuring that our financial professionals are compensated for their sales, correctly and on time.  The team responsible for corporate compensation is looking for an expert to work in our commissioning platform.  This person will be responsible for managing the platform that pays our financial professionals.  The ideal candidate will have significant experience using Aurea Insurance Software, otherwise known as DCM, written in Java, using a combination of proprietary and custom code.  We are looking for someone who has strong knowledge of the DCM codebase, that can fix, enhance and own this vendor solution.  There is quite a bit of custom code that is managed by Penn Mutual.  We need this person to dig deep, own this code and evolve it into something that can be supported going forward.  This person should be a self-starter with a desire to solve challenging problems, within the confines of our vendor system, with an eye toward improving every aspect of the platform. 

 

Responsibilities 

  • Delivers fully tested code on time and with quality
  • Ensures all new code is delivered with adequate unit test coverage
  • Participates in the discussion and documentation of best practices and standards for application development
  • Participates in all Agile team meetings
  • Works in an agile, fast-paced environment with two-week sprint/release cycle
  • Collaborates with product owners, front and back-end developers, and user experience teams
  • Helps product owners with issue prioritization and contributes to project scoping
  • Manages time and expectations to reliable meet sprint commitments
  • Reviews requirements, specifications, and technical design documents to provide timely and meaningful feedback
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Strong interpersonal and communication skills
  • Experience working in an Agile delivery methodology
  • 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  

  • 5+ years of experience using Aurea DCM, AIS, Trilogy Score, DMS
  • 5+ years working with Java and related frameworks
  • 5+ years of development using Ant and SVN.
  • 5+ years of experience using Oracle or another relational database type
  • 1+ years using the agile methodology to deliver business value to stakeholders

 

 Desired 

  • Experience with continuous integration tools such as Jenkins
  • Strong understanding of webservice architectures, including both stateless and stateful protocols
  • Experience designing and developing applications using Spring technologies beyond core and integration frameworks
  • Life Insurance industry experience

 

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree or equivalent work experience in Computer Science, Information Technology, or related discipline

 

Salary Level = 22

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-09-09T12:27:26Z
Location:
Remote,
Apply

Solution Center Technician

arrowclose

 

Position Overview

The Solution Center Technician will provide a high quality, first and second level phone support for technology related issues along with desk side support for hardware and software related issues. S/He will provide guidance and support for hardware, software and application issues submitted by the customer.

  

Responsibilities 

  • Acts as the initial telephone contact for all calls, emails and voicemails coming into the Solution Center and provide technical support.
  • Provides 2nd level desk side support for hardware and software related issues.
  • Supports the installation of hardware, software and SmartPhone support.
  • Logs all calls into the problem management system and provide routine follow up for calls not closed on 1st
  • Significantly contribute to team standard SLA’s including:
    • Initial response time
    • Abandonment rate
    • 1st level closure
  • Resolves all issues or escalate unresolved, complex or critical technical issues to the appropriate 3rd level support.
  • Maintains ownership of issues ensuring service levels and customer satisfaction are met.
  • Assesses Severity 1 calls and effectively implement crisis management procedures.
  • Schedules warranty work with vendor for hardware issues throughout the organization.
  • Identifies and documents the root cause analysis and resolution in the SC knowledgebase.
  • Stays abreast of current technologies and products supported by the Solution Center along with new technology being introduced to our clients and environments.
  • Ensures continuous communication throughout the Solution Center of trends, resolution of issues, and new processes or technologies that will benefit the team.
  • Maintains a professional and courteous relationship with clients along with internal support staff such as 3rd level support teams, business partners and vendors.
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Strong analytical skills and ability to research various options and alternatives including the ability to determine root cause and define resolutions.
  • Ability to take ownership of issues from initiation through resolution.
  • Demonstrate initiative to identify and implement improvements in issue management policies and procedures
  • Strong interpersonal skills with the ability to communicate with all levels of the organization
  • Strong organizational, planning and prioritization skills
  • 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 

  • 3-5 years of work experience in a related field or IT environment.
  • Experience in customer support, help desk support, or hands on technical support of computing equipment.
  • Understanding of multiple operating systems including Windows XP and Windows 7. Particular knowledge of desktops, laptops, printer, and PDA devices. Software knowledge in Microsoft Internet explorer and office 2003, 2007 and 2010
  • Experience in minor issues related to office equipment, e. MFP’s, network printers, scanners, etc.

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in Information Technology preferred or 3-5 years of work experience in a related field or IT environment.

 

 Salary Level = 19

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-06-07T13:04:33Z
Location:
Remote,
Apply

Field Development

AVP Practice Development

arrowclose

Position Overview

This individual will have management oversight and business ownership of the ongoing strategy and implementation of practice development programs at the national level across Penn Mutual’s distribution channels.  Leading a team of practice development consultants with a strong understanding of field operations and dynamics and advanced practice management principles, this individual will lead the design, build and delivery of a value proposition that provides enhanced support to top Financial Professionals, team-based practices and field leadership. 

 

Responsibilities 

  • Evaluates and develops practice development and business management training materials and workshops
  • Manages and leads team of 3 Practice Development Consultants aligned with Penn Mutual’s distribution channels
  • Drives strategic business planning process related to practice development in partnership with regional and field leadership
  • Drives and enhances team and field leadership expertise through thought leadership and the build & distribution of industry best practices
  • Conducts field classes, workshops and one-on-one training in field offices
  • Works with experienced Financial Professionals and Financial Professional teams, in tandem with their field leaders, on business development strategies to take their businesses to the next level
  • Enhances and executes Financial Professional succession, continuity and practice acquisition programs
  • Partners with distribution leadership and regional support organizations to ensure clear and consistent messaging & communication relative to strategy, goals and expectations
  • Performs various other related activities and special projects as required in meeting department and/or corporate objectives
  • 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 

  • Ability to collaborate and interact effectively with field leaders and Financial Professionals
  • Comprehensive understanding of a financial services culture
  • Ability to be an effective team player and gain cooperation and commitment from others outside the normal span of control
  • Easily builds relationships, works well in a team and collaborates across functional, business and reporting lines
  • Has high integrity and excellent judgment; takes personal accountability and expects the same from others
  • Brings a high-level of energy, enthusiasm and a spirit of fun in all aspects of the job
  • Excellent communicator who uses varied techniques to craft messages/presentations to reach audiences effectively and to instill confidence and commitment
  • Strong presentation skills and skills-based training
  • Ability to do independent work by planning and prioritizing work towards the achievement of personal and corporate objectives
  • Value, promote and act with integrity
  • Demonstrates coaching and consultative expertise
  • Talent identification, development and retention
  • 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
  • 10+ years related experience within the insurance and/or broker-dealer industry
  • Prior sales/field management experience preferred
  • Strong knowledge of adviser practices and field office organizations
  • Experience in delivering practice management solutions
  • Active in industry organizations such as GAMA, AALU, LIMRA, MDRT, NAIFA

  

Education/Licenses/Professional Designations 

  • Bachelor's Degree
  • MBA or equivalent, preferred
  • Professional designations such as LUTCF, CLU, ChFC and CFP a plus

 

Salary Level = 24

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-08-30T16:50:17Z
Location:
Remote,
Apply

Human Resources

Compensation Manager

arrowclose

Position Overview

The Compensation Manager is a hands-on, program leadership role responsible for strategically leading compensation initiatives and tactically managing the day-to-day functions while actively contributing to the department deliverables. 

The Compensation Manager is responsible for the administration and management of the corporate compensation program including the annual salary adjustment process and the corporate bonus program along with supporting the business in analyzing and benchmarking positions. Additional key responsibilities include preparation of documents for presentation to the Compensation and Human Resources Committee of the Board, updating and maintaining bonus and incentive compensation plan documents, implementing best practices, and building strong relationships with business areas.

 

Responsibilities 

  • Manages and administers the corporate compensation program including the annual salary adjustment process and the corporate bonus program, including responsibility for development of communications and supporting materials, issue resolution, and collation of results for review and approval by senior management
  • Oversees the Compensation Reporting System tool, including preparing and maintaining the tool for each compensation cycle, recommending functional enhancements, writing enhancement business requirements, testing, and approving modifications
  • Reviews, maintains adherence to bonus and incentive compensation plan documents
  • In support of the HR function, analyzes new and existing positions regarding compensation benchmarking, internal and external pay equity, appropriate grade level, and FLSA status; may include analysis of compensation history of individual employees
  • Identifies and leads process improvement and user experience improvement opportunities
  • Monitors promotions and salary increases outside the annual salary adjustment process
  • Monitors approved Special Recognition Awards and discretionary bonus awards
  • Develops and submits compensation survey information
  • Researches and secures annual benchmark compensation survey data from vendors
  • Provides data analysis and creates presentations and reports
  • Prepares documents for the Compensation and Human Resources Committee of the Board and enterprise Compensation Management Committee
  • Acts as the subject matter expert regarding business rules, regulations, wage and hour, and FLSA issues, implementing changes as needed and communicating to affected parties
  • Submits the annual US Census, DOL Workforce Employment Reports, and annual EEO-1 Report
  • Supports both internal and external auditors in periodic compensation related audits 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 

  • Knowledge of Federal, state, and local payroll regulations and HR best practices
  • Knowledge of and experience with finance and accounting related to payroll funding, budgeting and compensation accruals
  • Ability to build and maintain strong working partnerships with key business partners and outside vendors that support our business
  • Ability to self-motivate and seek continuous process improvements
  • Creative problem solving experience and positive “can do” attitude
  • Works with integrity and the highest ethical standards
  • Excellent organizational skills, ability to set priorities, work under pressure and meet deadlines
  • Excellent verbal and written communication skills with strong presentation skills
  • 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
  • 5-7 years’ experience working with corporate compensation programs
  • CCP, PHR OR CMS preferred
  • HRIS implementation experience preferred

 

 Education/Licenses/Professional Designations

  • Bachelor’s Degree
  • Master’s degree in HR, Finance or related field preferred

 

Salary Level = 22

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-08-10T21:18:28Z
Location:
Remote,
Apply

Underwriting

Director, Underwriting

arrowclose

Position Overview 

Provides subject matter expertise on underwriting assignments and projects.  Position directs area responsible for underwriting applications for life insurance.  Provides guidance on the most complex applications and has full managerial and staffing responsibilities for area.  This position can be done remotely.

 

Responsibilities 

  • Recommends strategy and leads underwriting policies, workforce planning, and process design which address critical trends and changes in the industry as well as corporate, departmental, and/or product line long range goals to ensure alignment with key corporate strategies.
  • Analyzes qualitative and quantitative data prepared by underwriters and provides approval for risk selection and acceptance, coverage, and pricing. Recommends creative alternatives in regards to rating plans, coverages, and payment plans.  Analyzes quality and quantity of risks underwritten and prepares reports accordingly. 
  • Reviews profit/growth results and trends to recommend and implement action plans to produce profitable underwriting results. Identifies trends/issues and offers solutions on issues, including appeals and exceptions to meet customer needs while ensuring alignment to business strategies.
  • Business oversight and decision making for underwriting vendor relationships and corresponding multi-million dollar multi-year contract.
  • Establishes priorities, schedules and assigns work, adjusts schedules when necessary to meet completion dates, and assists others with resolving complex issues while ensuring adherence to underwriting standards and objectives. Conducts underwriting audits and other technical quality review programs.
  • Determines whether to accept, modify, or decline a risk through evaluation of an individual’s medical history or physical condition, occupational hazard, or financial background.
  • Leads project teams in projects and mentors underwriting team members and serves as a subject matter expert
  • Selects and classifies risks according to company philosophy and standards.
  • May represent the company at industry and customer meetings.
  • Manages retention.
  • Helps to maintain profitable mortality experience.
  • Analyzes and interprets medical, non-medical and financial information.
  • Provides second level signatures for underwriting team on amounts up to $20,000,000. Makes decisions within approval limits (Approval limit at 100% performance is $20,000,000 to age 90.  Substandard approval limit at 500%)
  • In conjunction with AVP’s and Technical Leads, contributes to the training strategy of the department. Takes active role in the training and development of direct reports.
  • Trains and develops underwriters in both technical and non-technical areas.
  • Coaches, mentors and provides feedback to their team.
  • Determines appropriate requirements.
  • Identifies and provides solutions to work related problems and issues.
  • Communicates and collaborates with the field and home office to provide the highest quality service levels to customers.
  • Maintains positive and effective relationships with internal and external partners.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

  • Highly developed knowledge of underwriting function
  • General awareness of current affairs, industry issues and trends, both corporate and external.
  • Solid knowledge of insurance contract law and state legislative requirements.
  • Strong knowledge of insurance products (plans, riders, benefits) and illustrations and how they are marketed.
  • Strong knowledge of reinsurance marketplace to work proactively with the field where reinsurance is an opportunity.
  • Thorough understanding of automatic reinsurance agreements.
  • Highly developed knowledge of medical science, technology and terminology and their impact on mortality.
  • Highly developed knowledge of financial and other non-medical underwriting factors.
  • Thorough knowledge of financial and non-financial underwriting factors.
  • Thorough knowledge of product pricing.
  • Strong organizational, communication and interpersonal skills.
  • Strong analytical kills, ability to define, research and resolve problems.
  • Excellent knowledge of mainframe and PC environment.
  • Ability to create and maintain customer relationships.
  • Ability to prioritize and work effectively under deadlines balancing published service times with an appropriate customer focus.
  • Ability to comprehend, retain and apply current technical information to daily work issues.
  • Excellent leadership skills and the ability to build high performing teams.
  • 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.
  • Minimum 10 years underwriting experience
  • Team leadership experience required

 

Education/Licenses/Professional Designations 

  • College degree required, equivalent work experience in life Underwriting may be considered.
  • FLMI, ALU, FALU and ACS designations or current coursework towards earning certificates.

 

Salary Level = 23

 

All Associates Exemplify Our Penn Mutual Values: 

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

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

Focusing on Relationships—We foster meaningful connections with others.

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

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

 

 

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

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.

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

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

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

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-08-04T16:59:29Z
Location:
Remote,
Apply

Financial Management

Broker-Dealer Accounting Manager & FINOP

arrowclose

Position Overview

The Broker-Dealer, Accounting Manager and Finance and Operations Principal (the “FINOP”), is the primary go-to for ensuring financial regulatory compliance and protecting the company and our customers alike from exceptions in our business operations.  The FINOP is responsible for taking a hands-on approach to closing the books on a monthly basis and scrutinizing the income statement.  The FINOP also helps the business remain in good standing with regulatory bodies like the Financial Industry Regulatory Authority (FINRA) and Securities and Exchange Commission (SEC).  To remain in good standing with FINRA regulations, the successful candidate must be registered with either a Series 27 (Limited Principal-Financial and Operations) or Series 28 (Limited Principal-Introducing Broker/Dealer Financial and Operations) certification.

 

Department Overview

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

  • Takes a hands-on approach to closing the books of the broker-dealer on a monthly basis
  • Prepares all necessary regulatory filings with FINRA and the SEC
  • Takes the lead coordinating the audit on the company’s financial statements with the company’s external auditors
  • Prepares and presents financial results to the Board of Directors and to senior leadership
  • Develops a perspective on key finance technology trends and how they impact the broker-dealer
  • Analyzes complex ideas or proposals and build a range of meaningful recommendations
  • Uses multiple sources of information including broader stakeholder views to develop solutions and recommendations
  • Advises on opportunities to strengthen and/or optimize internal controls
  • Manages a variety of viewpoints to build consensus and create positive outcomes for all parties
  • Coaches others and encourages them to take ownership of their development
  • Acts to resolve issues which prevent effective team working, even during times of change and uncertainty
  • Addresses sub-standard work or work that does not meet expectations providing recommendation for optimization and/or remediation
  • Focuses on building trusted relationships
  • Performs related duties similar to the above in scope and function as required
  • Perform other duties as developed by the VP and Controller

Required Skills 

  • Demonstrates proven extensive knowledge in financial accounting and reporting pertaining to broker-dealers
  • Demonstrates proven extensive knowledge of and exposure to the common issues facing broker-dealers
  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
  • Proven track record as a team leader: supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff including providing timely meaningful written and verbal feedback
  • Demonstrates extensive abilities to leverage business intelligence tools to support the reporting and monitoring of performance metrics
  • Demonstrates proven extensive technical skills in MS Office (Word, Excel, Access, PowerPoint)
  • Ability to maintain strong relationships and positively influence outcomes cross functionally that are in line with the company’s strategic vision and core values
  • Strong communication and presentation skills
  • Ability to pursue opportunities to develop existing and new skills outside of your comfort zone

 

 Salary Level = 22

 

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 helps people become stronger.  Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day.  Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.  Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

  • Minimum of 5+ years of broker-dealer financial accounting and reporting experience
  • Big 4 public accounting experience preferred, but not required

 

Education/Licenses/Professional Designations

  • Bachelor’s Degree, Masters in Accounting preferred
  • Certified Public Accountant (CPA)
  • FINOP with Series 27 and/or Series 28 certification preferred (required within 12 months of employment)
Job type:
Full-Time/Regular
Date posted:
2021-07-30T15:22:11Z
Location:
Remote,
Apply

Vantis Life Insurance Co (Windsor, CT)

Customer Service Representative (Life or Annuity)-PIA New York

arrowclose

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
  • Must be able to provide coverage until 6:00 pm EST

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

  • 1-3 years of customer service experience with universal and variable life insurance/annuity products required
  • Knowledge of NY life and annuity products preferred

 

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:
2021-07-20T13:06:14Z
Location:
Remote,
Apply

Account Executive

arrowclose

Position Overview

 

The Account Executive promotes the sale of Vantis Life’s Term and Whole Life Products to new and existing clients through incoming calls generated by Marketing Campaigns and by making outbound calls to existing customer lists. In this role, you will be trained to capture, develop, qualify and conduct a needs analysis in order to determine eligibility/rating class for each consumer and make recommendations based on which product (graded/non-graded whole life or term insurance) best meets their need. You will ensure each consumer has the insurance protection in-force by following through on each case.

 

Responsibilities 

  • Call Center Environment
    • Manages time well by answering incoming calls and maximizing slower periods with making outbound calls
    • Utilizes exceptional phone skills and exudes a likeable and confident personality
    • Follows script to ensure compliance, call control and to maximize sales performance
  • Sales Effectiveness
    • Utilizes sales script which follows the building blocks of making sales
    • Self motivates and has a passion for continually exceeding personal best performance
    • Adapts quickly and implements feedback shared individually, through emails or meetings
    • Achieves and exceeds monthly, quarterly and annual sales goals
    • Ensures each consumer has the insurance protection by following through on each case by working closely with the Senior Sales Coordinator

 

  • Customer Relationship Management (CRM) System/Lifetime System
    • Utilizes the CRM to input leads, update notes and set tasks to follow-up on prospects and cases that have been submitted to move along to an in-force status
    • Reviews data on CRM dashboard to improve and maximize performance
    • Inputs information accurately and real-time
    • Utilizes Lifetime System to process applications

 

  • Licensing / Product Knowledge / Procedures
    • Keeps current with all licensing requirements
    • Is resourceful and takes ownership of learning products and procedures
    • Must maintain a Connecticut Life Insurance license

 

  • Other Duties as Assigned

Required Skills 

  • Ability to effectively communicate both in oral and written format
  • Basic computer skills which include company sales specific software applications
  • Adapts well to new procedures
  • Ability to develop and maintain favorable relationships with internal and external customers including new and existing clients in order to increase revenue
  • Ability to ensures that Vantis Life products consistently meet the client’s needs
  • Adheres to company’s sales standards and practices at all times
  • 1-2 years Sales Call Center experience
  • Experience in life insurance sales preferred

 

Education/Licenses/Professional Designations 

  • Bachelor's degree preferred
  • Must have a valid Connecticut Life Insurance License or obtain this within 4 weeks from date of hire
Job type:
Full-Time/Regular
Date posted:
2021-07-20T12:59:19Z
Location:
Remote,
Apply

Product Management

Actuarial Analyst

arrowclose

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

 

PRIMARY RESPONSIBILITIES:

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

Required Skills 

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

 

All Associates Exemplify Our Penn Mutual Values: 

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

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

Focusing on Relationships—We foster meaningful connections with others.

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

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

 

 

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

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

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

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

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

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

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

 

 

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment.  All employment-related decisions and practices are free from unlawful discrimination.  This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

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

 

About the Penn Mutual Life Insurance Company

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

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

Actuarial Summer Intern

arrowclose

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.