Open Positions

Open positions

Information Management & Technology

Software Engineer-Applied Innovation

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Departmental Expectations

Penn Mutual is expanding one of its internal artificial intelligence teams that is tasked with providing solutions to business automation needs. The challenges dealt with by the team vary from business-facing concerns and API integrations, and most importantly understanding actuary and underwriting business practices.

 

Position Overview

An ideal candidate should be able to speak intelligently about the process of software development, while getting their hands on the keyboard to deliver real functionality. We need strong developers that are familiar with modern best practices, who can develop code in a disciplined way that meets project needs and won’t sacrifice quality just to get something shipped quickly.  We’re also looking for somebody that can understand the larger picture, and has experience dealing with back-end services and other teams.  The world of web development is constantly evolving. We are interested in people that stay up to date on the current trends and can provide measured feedback on when it is appropriate to adopt a new technology. We take a rational approach to decision making based what our options are, and how they help us achieve our goals; candidates should be comfortable with that approach.  Because we work collaboratively, strong interpersonal and communication skills are essential.  We also use Agile delivery methodologies, so Agile experience is also desirable.  The primary applications driven by this team are built using Java 8+/Groovy implementing Spring Boot with MongoDB/Oracle databases.

 

Responsibilities

  • Delivers 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 web development
  • Participates in all team meetings
  • Complies with all company 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 write robust code in Python or R is a plus
  • Strong analytical 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

Required Experience

  • Ability to write proficient code and unit tests in Python and Java
  • Familiarity with different data structures, data parsing and transformation techniques for XML and JSON
  • Good working knowledge and understanding of probability and statistics

Desired Experience

  • Experience with web service development
  • Knowledge with machine learning frameworks (like Tensorflow, Keras or PyTorch) and libraries (like scikit-learn)
  • Experience with Relational/NoSQL databases is a plus (Ex: Oracle or Mongo DB)
  • Experience with unit test frameworks

 

Level = 20

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

 

 

Job type:
Full-Time/Regular
Date posted:
2021-12-02T16:58:57Z
Location:
Remote,
Apply

Product Analyst

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Position Overview

The Product Analyst will have the opportunity to design and build robust, sustainable Cyberlife Product solutions in support of new Product initiatives. This position requires strong knowledge of Cyberlife transactions, data, processes and calculations that can be harnessed within new product designs. This person will work in partnership with a Product Architect to help define technical design solutions based upon corporate goals and translation of functional requirements into technology solutions, with a constant focus on business process improvement and product development. Additionally, this role will provide day-to-day support to Business partners as determined by prioritized needs.

 

Responsibilities

  • Performs technical and business analysis from Actuarial Product specifications and requirements
  • Contributes to the validation of design, development approach, testing strategies and assumptions of New Products on the Cyberlife platform.
  • Contributes to Production Support activities, including the resolution of data, process and application issues as they arise
  • In partnership with the Product Owner and other agile team members:
    • Translates actuarial specifications into stories that support the creation of new Product features and rules
    • Assists in the maintenance of a backlog of agile stories that accurately reflects business priorities
    • Plans sprints that introduce agile stories from the backlog in support of the efficient and timely building out of new product features
    • Reviews and validates Life product calculation models provided by actuaries (Excel, VP/MS, etc.)
  • Identifies, recommends and implements improvements to methods of calculations and testing automation of changes
  • Collaborates with Business partners and other IM&T groups
  • Uses effective influencing skills to share expertise with teammates and Business partners
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements

Required Skills 

  • Strong knowledge of the following:
    • Life Product rules and calculations and how they are defined and used by Cyberlife
    • Cyberlife data analysis
    • Software testing skills:
      • Cyberlife data manipulation tools and testing harnesses
      • Management and improvement of test scripts
      • Continuous evolvement of automated procedures
  • Ability to independently research, identify and resolve complex processing and data issues
  • Actuarial testing tools and calculators
  • Good understanding of agile software development processes and techniques
  • Good understanding of source code and change management processes and concepts
  • Ability to make decisions, plan, multi-task and prioritize work towards the achievement of personal and corporate objectives
  • Strong communicator and relationship builder with all levels of the organization, and ability to communicate technical issues to non-technical business colleagues
  • Proven ability to collaborate, build relationships and arrive at compromise solutions
  • Passion and demonstrated ability for continuous process improvement
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

Experience

  • 3+ years’ experience of designing, building and testing Cyberlife Products from actuarial specifications
  • Prior experience testing and verifying Policy documents and correspondence (e.g. Policy Pages, Statements, Bills)

 

 Education/Licenses/Professional Designations

  • Bachelor’s or higher-level degree in Information Technology or related discipline
  • FLMI designation is desirable

 

Level = 21

 

All Penn Mutual employees exemplify our Shared Commitment:

 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-10-19T17:11:13Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Software Engineer-Corporate Compensation Support

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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 Experience

  • 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

  • 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:
2021-09-09T17:14:02Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Independence Financial Network

Internal Wholesaler - Mid-Atlantic Region

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Position Overview:

The Internal Wholesaler (Internal Marketing Representative -“IMR”) is responsible for contributing to sales through financial professional recruiting, telemarketing, and providing product, illustration, marketing and sales support. The IMR will proactively work to create new as well as manage existing relationships with financial professionals in their 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 employees, 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 

 

  • 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
Job type:
Full-Time/Regular
Date posted:
2021-12-02T14:57:30Z
Location:
Fully Flex - Employee has option to elect to be fully remote, hybrid or onsite, New Jersey
Apply

Field Liaison Coordinator- Mid-Atlantic Region

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Position Overview:

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

 

Responsibilities: 

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

 

Required Skills 

Skills & Abilities: 

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

Experience: 

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

 

Education/Licenses/Professional Designations: 

  • High school diploma or equivalent required
  • Bachelor’s degree strongly preferred
Job type:
Full-Time/Regular
Date posted:
2021-12-02T14:56:52Z
Location:
Fully Flex - Employee has option to elect to be fully remote, hybrid or onsite, New Jersey
Apply

Regional Marketing Director - Mid-Atlantic Region

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Position Overview

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

 

Position Expectations/Responsibilities                                                                                                                    

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

 

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

 

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

 

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

 

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

 

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

                    

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

 

  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

 

Required Skills 

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

 

Experience 

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

 

Education/Licenses/Professional Designations 

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

 

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:
2021-12-02T14:55:33Z
Location:
Maryland/Delaware Regional area,
Apply

Career Agency System

Administrative Associate - Empire Wealth Strategies

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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 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:
2021-12-02T14:56:12Z
Location:
New York, New York
Apply

Law

Counsel, Investigations

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Position Overview 

Under the supervision of the Associate General Counsel, this Counsel, will be responsible for supporting all aspects of The Penn Mutual Life Insurance Company’s investigative function.  This role will assists in coordinating, directing and/or conducting reviews and investigations for The Penn Mutual Life Insurance Company and its affiliated Broker Dealer and Registered Investment Advisor, Honor, Townsend & Kent (HTK). The Counsel will also assist in Regulatory Exams and Inquiries, support the Company’s Privacy functions, and conduct training of the Company’s associates on topics related to the Counsel’s functions.  As a critical member of the Company’s Law Department, this role will develop and enhance internal procedures for investigating and responding to compliance issues, and some customer complaints for the Company and its affiliates.

 

Responsibilities           

  • Coordinates, directs and/or conducts reviews and investigations for Penn Mutual and HTK
  • Assists in responding to and managing customer complaints for Penn Mutual and HTK
  • Develops and enhances internal procedures for investigating and responding to compliance issues and customer complaints for Penn Mutual and its affiliates
  • Effectively communicates with leaders as appropriate on investigated-related outcomes
  • Assists in performing root cause analysis, and recommend changes to policies/procedures
  • Provides advice and counsel to the business leaders regarding compliance/investigatory regulatory changes, trends and the implications to Penn Mutual
  • Assists in maintaining of the Anti-Fraud Plan for Penn Mutual and its affiliates
  • In conjunction with other departments, assists in managing state insurance department examinations and regulatory inquiries
  • Oversees/manages SEC, FINRA and state securities department examinations and regulatory inquiries relating to the Penn Mutual and its affiliates
  • Manages outside counsel representing firm and/or associates in securities regulatory enforcement matters

Required Skills 

  • Knowledge of state insurance, state securities, FINRA & SEC rules and regulations
  • Solid business acumen and knowledge of the Life Insurance & Broker Dealer industries
  • Demonstrated ability to clearly communicate, in both verbal and written form, to a wide and varied audience both internally and externally
  • Strong relationship building and influencing skills, and an ability to play a key role in helping Penn Mutual to advance its strategy
  • Tactical and strategic thinker
  • Proactive in developing a values-driven & relationship based culture
  • Builds trust and confidence through strong, sound leadership
  • Demonstrates the highest standards of ethics, integrity and discretion
  • Displays strong judgment

Experience

  • Former prosecutorial or regulatory experience preferred
  • 5-7 years in a compliance/legal background within the Insurance, Securities, or Criminal Law field
  • Experience conducting and managing investigations, especially corporate investigations
  • Demonstrated experience interacting with law enforcement agencies, or regulatory bodies, such as the SEC and/or state insurance or securities departments. Prior experience within the regulatory functions at the SEC, state insurance or securities departments, or a law firm representing a regulatory body a plus

 

 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

 

Level = 22

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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 on our 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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-11-30T17:07:06Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location, United States,
Apply

Paralegal

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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

Experience

  • 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:
2021-09-02T17:09:33Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Executive Assistant

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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

Experience

  • 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:
2021-08-17T17:09:01Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Marketing & Communications

Digital Marketing Analyst

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Position Overview

The Digital Marketing Analyst will drive marketing measurement efforts relating to campaign reporting and analysis, customer analytics, media measurement, and more for the B2B2C Penn Mutual and DTC Vantis life insurance brands. This role works collaboratively with internal stakeholders across multiple digital platforms to define digital campaign goals, ensure ability to tracking and trend, understand campaign performance and identify opportunities to improve. This individual is responsible for ensuring data availability, accuracy, analysis, and reporting in the form of clear and compelling data-driven dashboards, reports and insights. 

 

 

Responsibilities

  • Leads the creation of integrated marketing measurement plans that align with strategic initiatives, communications objectives, media strategies, and data availability (including, but not limited to leads, conversation rates, website traffic, social media engagement, email delivery, open, and click-through rates, etc.)
  • Establishes trackable/trendable digital marketing KPIs and performance metrics holistically and on an individual platform and/or campaign level
  • Reports on the utilization of marketing programs and campaigns that leverage MarTech platforms such as Salesforce Marketing Cloud Hootsuite, FMG Suite, and more
  • Ensures availability of data required to effectively report on digital marketing efforts; establish automated processes for generating regular reporting dashboards
  • Gathers, processes, cleanses and verifies the integrity of data used for analysis
  • Enriches data with second and third party data files
  • Analyzes and interprets complex data sets to identify trends, patterns, and opportunities
  • Builds clear and compelling, visual dashboards and reports that help internal stakeholders understand and track the performance of their ongoing marketing efforts
  • Synthesizes insight and making campaign optimizations recommendations
  • Conducts competitive research and analyzing competitive and benchmarking data
  • Provides support for ad-hoc data & research requests
  • Works collaboratively and effectively across the organization

Required Skills 

  • Demonstrated ability translating marketing reports and data into a digital narrative of actionable and relevant insights for business stakeholders
  • Proven ability to design and program clear and compelling data-driven reports that measure and compare the effectiveness of various marketing programs and campaigns
  • Knowledge of practical applications of marketing automation and the technology required to meet analytics and reporting objectives Demonstrated expertise working with KPIs and success metrics
  • Direct experience analyzing direct marketing, digital marketing and online media performance data
  • Ability to translate data into insights
  • Proven ability to operate effectively in an agency environment with competing priorities
  • Ability to multi-task and adjust to changing priorities
  • Advanced Excel skills
  • Excellent project management skills
  • Proven ability to manage deadlines and multiple/simultaneous cross-functional projects/initiatives
  • Strong attention to detail and organization
  • Demonstrated ability to work well within a team environment
  • Experience presenting data analysis, particularly telling a data-driven story
  • Strong relationship building and collaboration skills
  • Ability to gather and synthesize the input of various stakeholders
  • Relentless curiosity in curating new insights
  • Appetite to learn new software
  • 5-7 years relevant experience
  • Significant experience configuring and formatting data visualization tools such as Datorama, Domo, and/or Tableau to support insight reporting
  • Significant knowledge managing, configuring, and implementing Google Analytics and Google Tag Manager
  • Experience with SalesForce Marketing Cloud and Hootsuite’s Amplify preferred

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in Business Administration, Marketing, Computer Science, Statistics or related discipline

 

Level = 20

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-11-29T17:00:07Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location, United States,
Apply

Product Marketing Specialist

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Position Overview

The Product Marketing Specialist supports the promotion of Penn Mutual’s products and underwriting services in alignment with the company’s commitment to its financial professionals. Partnering with marketing team members and various departments and stakeholders, this role assists with major product launches and initiatives and the timely development of new product and underwriting content, assets and communications. Additionally, this role is responsible for the maintenance of content and assets deployed across Penn Mutual’s various platforms to ensure accuracy of information, proper positioning, alignment with brand standards and compliance. 

 

 

Responsibilities 

  • Works to develop and/or drive the development of new, audience-appropriate content, assets and communications to promote the company’s life and annuity products and underwriting advantages
  • Proactively and promptly maintains and updates existing content and materials to reflect all product, underwriting, rate and regulatory changes, including, but is not limited to, print and digital product-specific materials, product portfolio materials, underwriting guides, etc.
  • Develops content for all new product and rider detail pages on the company’s Gateway platform and facilitate required updates for all existing product and underwriting site pages on an ongoing basis
  • Supports new product launches by assisting with the initial needs/requirements assessment and developing, updating or facilitating the development of content, assets and communications
  • Supports the development and deployment of integrated product marketing initiatives and campaigns and help identify opportunities to integrate product and sales concept/program marketing
  • Assists with the development of technical guides and communications required to support the implementation of significant regulatory or product changes
  • Assists with the planning process for strategic/integrated marketing initiatives, project plans and communications schedules
  • Performs other duties and complete special projects as assigned
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements

 

 

To fulfill the core responsibilities outlined above, the individual in this role must (possess/ develop):

  • Have/develop an understanding of relevant project plans, strategic marketing plans, product positioning and brand standards
  • Utilize strong product and industry knowledge and understanding of competitive trends
  • Independently seek out required information through subject matter experts, internal partners, product spec documents and external sources
  • Provide clear direction to partners throughout Marketing and Communications (i.e. Content Studio, Content/Traffic Manager, Marketing Ops, Corporate Communications, etc.) and key stakeholders across the organization
  • Review content developed by partners to ensure accurate/compliant information, proper product positioning, audience appropriateness, brand alignment, etc.
  • Coordinate the content review process and secure all relevant/required approvals
  • Understand the relationships between content and assets managed by Product Marketing and assets managed by other teams
  • Execute all projects in a timely manner and prioritize work based on project plans and in alignment with company priorities and objectives
  • Build/leverage strong relationships with marketing team members and partners throughout the organization
  • Develop a strong working knowledge of compliance and disclosure requirements
  • Follow established processes designed to maximize efficiency and quality

Required Skills 

  • Excellent oral and written communications skills (Specific experience writing or editing promotional copy or experience writing, editing or documenting complex subject matter is a plus.)
  • Self-starter able to identify and set priorities and make decisions independently in alignment with department and company business objectives
  • Ability to manage multiple projects in a fast-paced environment and meet tight deadlines
  • Ability to provide clear direction and work collaboratively to meet objectives
  • Excellent follow-up, project management and organizational skills
  • Demonstrated ability to think creatively
  • Analytical, decision-making and problem-solving skills
  • Ability to focus on details without losing sight of the big picture
  • Experience proofreading or performing QC functions with highly detailed information
  • Ability to grasp new concepts quickly and translate technical information into understandable terms
  • Proficiency in Microsoft Word, Excel PowerPoint and Adobe Acrobat
  • 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

  • A minimum of 5 years’ relevant experience or an equivalent combination of education and work experience
  • Financial services industry experience required – life insurance or annuity experience and product knowledge strongly preferred

 

 

Education/Licenses/Professional Designations 

  • Bachelor's Degree preferably in Marketing or Communications, preferred

 

Level = 20

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-11-15T17:11:42Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Director, Digital Acquisition & Campaign Management

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Position Overview

 The Director of Digital Acquisition & Campaign Management is responsible for the development, implementation and optimization of Penn Mutual and Vantis Life digital campaigns. This role oversees how the organization creates and manages campaigns that maximize visits, engage stakeholders, acquire new customers, and generate growth. The role leads a campaign management team and collaborates with business stakeholders, agency and vendor partners, and marketing technology tools and resources to build and execute leading digital strategies.  The ideal candidate thrives in coloring in the lines of white space, providing an influential voice with business partners and is focused on driving impact and results.

 

Responsibilities

  • Directly oversees digital strategies for acquisition across paid, earned, and owned media on B2B and B2C digital marketing channels, including PPC, SEO, paid social, and display banner media campaigns
  • Focuses primarily on driving qualified customer acquisition for Penn Mutual’s direct-to-consumer (DTC) brand, Vantis Life, across digital channels to reach and engage target audiences, generate awareness, deepen familiarity, and drive leads and qualification benchmarks
  • Directs responsibilities for team and agency management, optimizing budget, ad strategy, analysis and reporting, and on-going maintenance
  • Drives digital acquisition growth through an understanding of the competitive digital landscape, optimizing existing channel performance and identifying new placement opportunities
  • Partners with business stakeholders to develop KPI measurement for campaigns to drive organizational impact and growth
  • Partners closely Vantis DTC ecommerce team to ensure outbound acquisition activities are in complete coordination with site needs and business goals
  • Leverages audience targeting, segmentation, and look-alikes to identify and deliver actionable results
  • Manages the digital budget for media investments, ensuring that the spend is allocated and optimized to drive growth
  • Manages digital marketing technology that supports and enables acquisition strategies
  • Builds and owns attribution and cost models for acquisition via media channels
  • Leads a small team that coordinates and executes campaign configuration and on-going support

 

Required Skills 

  • A passionate, curious, and creative marketer that thrives in a results-driven digital acquisition space
  • Proven success in the acquisition marketing space for DTC brands like subscription service models
  • Ability to work in a collaborative, transparent style with cross-functional stakeholders across the organization
  • Able to identify and deliver new opportunities and innovations
  • Proven strategic experience in a fast-paced digital or agency environment
  • Ability to simplify the complex across a variety of stakeholder groups and situations
  • Effective planning, organizational and time management skills
  • Strong communication and influencing skills

Experience

  • 10-15 years’ experience in the digital acquisition and media space
  • DTC and financial services experience is strongly preferred
  • Experience managing teams, third-party agencies and vendor partners to activate and manage campaigns and technology
  • Agency experience and/or work with a diversity of clients preferred
  • Hands-on experience with Facebook Ads Manager, AdWords, Google Analytics, SEO, Programmatic networks, Affiliate partners, etc.
  • Experience in a comparable role where you are coordinating activity across all digital marketing channels and will have a good track record of delivering ROI on digital marketing spend

 

Education/Licenses/Professional Designations 

  • Bachelor’s Degree in Marketing or related discipline

 

 Level = 23

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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 on our 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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-11-09T17:08:22Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Corporate Communications Specialist

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Position Overview 

As a Corporate Communications Specialist, you’ll work with contributors from across the company to craft content for our employees and financial professionals. You may also work on content for our public site.

As part of Penn Mutual’s Corporate Communications team, you’ll need to be both strategic and tactical, resourceful, organized and process-oriented. You must also possess effective influence management and relationship building skills to successfully champion communications standards, gather news and work within our approval processes. The Corporate Communications team is highly collaborative and operates successfully with a combination of individual and shared responsibilities to ensure back up and full coverage.   

 

Responsibilities

  • Assists in the proactive and reactive management of content for distribution and posting on a variety of channels
  • Applies content strategy skills to ensure content meets the needs of users; may require substantive editing and/or rewriting to adhere to corporate requirements for voice, tone and clarity
  • Masters company intranet content management system platform (IGLOO)
  • Builds and distributes communications in Salesforce Marketing Cloud
  • Manages projects on collaborative tool Asana
  • Writes and edits content that is clear, compelling, and grammatically correct, following established corporate style guidelines
  • Assists with content governance, consistently reviewing, updating and retiring outdated content
  • Ensures applicable content is reviewed by Compliance according to established standards, and updated as required
  • Champions branding and style guidelines with extended marketing and communications team, as well as internal content owners/contributors and other key stakeholders
  • Collaborates with in-house and agency UX/UI teams to ensure digital content adheres to industry and ADA accessibility standards

Required Skills 

  • Excellent writing abilities including crafting original content and editing drafts from contributors for clarity and consistency in voice and tone
  • Excellent project management skills, able to prioritize and execute on multiple tactics and timelines
  • Superior communications abilities, skilled at asking questions to gain insight and detail, enhance messaging and ensure clarity
  • Proven expertise in content development and management, familiarity with web content management systems
  • Knowledge of Salesforce Marketing Cloud and/or Asana a plus
  • Knowledge of SEO principles and current digital marketing trends
  • Able to balance attention to detail with meeting deadlines
  • Social media expertise a plus
  • Comfortable working in a collaborative, team-oriented environment

Experience

  • 2-5 years’ experience writing and producing content for digital media in a corporate or agency setting

 

Education/Licenses/Professional Designations

  • Bachelor’s degree in communications, journalism, marketing or related field

 

Level = 19

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-11-08T17:06:33Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Field Development

Practice Development Consultant

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Position Overview

The Practice Development Consultant will build and deliver practice management programs that support field leadership, teams and financial professionals with reaching their goals and potential.  The Practice Development Consultant will provide coaching and consulting in group as well as one-on-one settings and must be able to deliver material in an engaging and impactful way.  With a focus on productivity, growth, and retention, this role will provide an enhanced experience that makes Penn Mutual irresistible to do business with.     

 

Responsibilities

  • Serves as a consultant and coach to our network of financial professionals and teams, helping them thrive in their businesses with a focus on business strategy, planning and developmental needs, operational efficiencies, and utilization of all that Penn Mutual and our broker/dealer Hornor, Townsend and Kent (HTK) offer
  • Partners with field leaders to support regional and agency objectives
  • Drives results through thought leadership and implementation of industry best practices
  • Provides education and support for financial professionals around business continuity and succession
  • Develops practice development tools and resources for field use
  • Builds relationships with internal partners that ensures positive, consistent field experience
  • Creates and delivers field workshops and one-on-one training with follow-up that drives utilization
  • Performs various other related activities and special projects as required in meeting department and/or corporate objectives.
  • Complies with all company, site and regulatory policies, procedures, and requirements
  • Remains current in profession and industry trends

Required Skills 

  • Adept at building relationships and influencing change among stakeholders and business partners
  • Demonstrated ability to work in a fast-paced, dynamic environment, independently as well as collaboratively.
  • Proactive, self-starter able to identify and set priorities and make decisions independently in alignment with department and company objectives
  • Strategic planning ability with excellent project management, planning and organizing skills
  • Strong written, verbal communication and presentation skills, including virtual presentations
  • Excellent listening and follow-up skills with superior customer service orientation
  • Proficiency with Microsoft Office, most notably PowerPoint
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment

Experience

  • 5+ years’ experience in financial services (insurance and investments), preferably as a field leader, consultant or business coach to financial professionals
  • Experience coaching in areas of revenue and expense sharing, business processes, talent alignment, leadership, succession planning, and other practice management topics

 

Education/ Licenses/Professional Designations

  • Bachelor’s Degree required
  • Coaching certification/degree a plus
  • FINRA registrations preferred

 

Level = 23

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

 

Job type:
Full-Time/Regular
Date posted:
2021-11-18T17:10:36Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Director of Learning & Development

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Position Overview

This position plays a key role on Penn Mutual’s Field Development team. The Director of Learning and Development directs the strategy, design and delivery of effective learning solutions for strategic business growth. This position leads a team that creates and facilitates learning solutions that enhance the knowledge and effectiveness of our financial professionals and employees by working collaboratively with department and channel heads.  This role will manage and improve upon existing training solutions, leveraging best practices in learning and innovations in approaches and technologies. 

 

Responsibilities

 

Project management

  • Manages all aspects of learning projects
  • Defines, documents, and manages project scope
  • Develops and documents project plans and schedules
  • Facilitates project meetings to track deliverables, report progress, and mitigate risks
  • Monitors and communicates status of work in progress
  • Achieves project milestones/end results

 

Needs Assessment

  • Builds collaborative and consultative relationships with subject matter experts, clients and peers
  • Conducts regular needs analysis with key stakeholders to identify priority skills
  • Recommends curriculums and training and other performance enhancement solutions to address needs

 

Design & Development

  • Collaborates with business leaders, field trainers, subject matter experts and department team members to develop curricula, goals and learning objectives for learning programs
    • Areas of focus include products, tools, services, sales concepts and practice development techniques
    • Programs may be instructor-led, online and blended
  • Applies adult-learning and instructional design principles (i.e., group lecture, role play, simulation exercises, self-study, on-the-job training, computer-based training, etc.) to design, develop and test learning content
  • Develops e-learning courses or instructor-led training materials, using course authoring/graphic tools & PowerPoint
  • Manages the content, vendor relationships, mix of internal and externally facilitated content and annual scheduling of the core curriculum
  • Develops supplemental materials/resources to aid in the reinforcement of learning (i.e., job aids, online reinforcements, social media, etc.)
  • Assembles and maintains a library of all curriculum and content
  • Monitors employee needs and external trends and best practices to inform the design of new classes that fill gaps in the existing curriculum

  

Training Facilitation

  • Facilitates virtual and occasional classroom (or blended) learning
  • Applies training/instructional methods and procedures appropriate to the audience and topic
  • Engages learners and encourage active participation in learning
  • Leads group activities and manage group discussions
  • Adapts facilitation strategies as needed during delivery to achieve learning goals
  • Provide post-session follow-up to enable learning assimilation

 

Delivery & Impact Measurement

  • Consults with business partners to create innovative and technology savvy learning solutions to be deployed virtually and/or in person
  • Consults with internal business partners instructional design/learning topics to maximize the quality and effectiveness of learning delivered from other departments
  • Manages and administers Penn Mutual’s Learning Content Management System (Learning Resource Center)
  • Develops innovative solutions to maximize utilization and effectiveness of current learning platforms
  • Participates in the evaluation of new learning platforms
  • Defines metrics to evaluate the impact and effectiveness of learning programs against pre-defined goals
  • Monitors and measures the effectiveness and efficiency of learning programs and make data-driven changes
  • Makes recommendations and implements improvement based on program evaluation and learner feedback.

 

Other Responsibilities

  • Carries out duties in compliance with all state and federal regulations and guidelines
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Required Skills 

  • Strong knowledge of instructional design/adult learning concepts & application
  • Excellent facilitation and presentation skills in both virtual and in-person environments
  • Strong verbal and written communication skills
  • Strong project management skills
  • Excellent relationship building and collaboration skills with all levels and departments of the organization
  • Strong consulting skills and the ability to influence and recommend relevant, timely and impactful learning solutions
  • Excellent writing skills to produce training content
  • Meticulous attention to detail
  • Decisiveness – demonstrates confidence & a bias for action
  • Execution-focus – marshals resources and capabilities to drive results across multiple priorities
  • Graphic design & web user interface skills preferred

Experience

  • 5-8 years’ experience in instructional design and facilitation in a corporate setting
  • Prior life insurance and/or financial services industry experience strongly preferred.
  • Proficiency in the use of online content authoring tools (i.e., Storyline, Captivate, Articulate, etc.)
  • Management & administration of learning content management systems (i.e., Pinpoint Global)
  • Instruction/facilitation of instructor-led learning (in person & virtual)
  • Proven experience with developing learning strategy to drive improved business results
  • Prior experience partnering with business leaders on training design and execution, instructional design, adult learning theory and deploying training through innovative solutions

 

Education/Licenses/Professional Designations

  • Bachelor’s degree required
  • Advanced degree or equivalent (i.e., MBA or MS Instructional Design) preferred
  • Industry designations (such as CLU, CFA, ChFC) desirable
  • Life Insurance and FINRA Registrations desirable

 

Level = 23

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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 on our 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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-11-12T17:07:46Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Planner, Experience and Engagement

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Position Overview 

The Planner, Experience and Engagement is an expert in delivering best-in-class experiences that drive engagement and valuable connections for our financial professionals, leadership, and employees. This role partners with other members of the Experience and Engagement Team and internal stakeholders across the company to create unique programs, build the Penn Mutual culture and drive retention for both internal and external audiences. The right candidate is execution-focused, has strong organizational skills and has the ability to anticipate internal client needs.

 

 

Responsibilities

  • Designs and develops strategic recommendations on event concept including goals, objectives, creative vision, budget, ROI and desired outcomes
  • Supports the execution and growth of strong awards and recognition programs across the company
  • Liaises with tri-council committee on various special and ongoing projects/issues
  • Brings compassion, energy, and creativity to the collaborative efforts of our team
  • Leads as project manager guiding and advising team members with event development and execution, including development of project timeline, audience profile, budget, content, registration, attendee experience, onsite logistics and collateral
  • Works collaboratively across the company to understand event goals and to deliver exceptional experiences
  • Responsible for all aspects of key business meeting management including venue selections, site inspections, contract negotiations, hotel management, food & beverage selections, audio/visual needs, invitation materials, meeting agenda, promotional items, and attendee reimbursements.
  • Helps develop, standardize and improve upon internal processes specific to managing virtual, onsite, and hybrid projects

 

Required Skills 

  • Team oriented and enthusiastic culture builder
  • Creative project manager with superior customer service skills
  • Organized, driven, customer service oriented
  • Willing to experiment and create innovative approaches to existing thinking
  • Focused on building relationships and culture
  • Able to deal with high pressure situations and find solutions
  • Ability to handle multiple tasks and work to deadline
  • Able to think strategically, act tactically, be authentic, and deliver results

Experience

  • 6+ years of event design and strategic planning experience in a corporate environment
  • Prior experience working with online registration systems and remote partners, vendors, locations to execute a complex work plan
  • Familiarity with digital meeting platforms and management tools
  • Flexible travel schedule required to include weekends and time outside of standard business hours

 

 

Education/Licenses/Professional Designations

  • Bachelor’s Degree preferred
  • Degree or designation in the hospitality industry preferred

 

 Level = 20

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

 

Job type:
Full-Time/Regular
Date posted:
2021-11-04T17:10:07Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Product Management

Actuarial Analyst

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

 

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
  • 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 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
  • 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
  • Preferred skills:
    • Actuarial internship
    • One exam towards the 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 Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

  

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-11-08T23:07:41Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Actuarial Summer Intern

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

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

 

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
  • 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
  • Working towards a degree with a major/concentration in Actuarial Science, Mathematics or a related discipline. Business coursework a plus.

 

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-11-08T23:07:18Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Business Transformation

Business Transformation Specialist

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Position Overview

Utilizing a blend of traditional and adaptive concepts, principles, and tools, the Business Transformation Specialist is an analytical and logical thinker who is able to communicate, facilitate and influence teams in order to deliver on Penn Mutual’s strategic objectives. The Business Transformation Specialist is a passionate advocate and doer who will see a vision through to completion.

Your day as a Business Transformation Specialist is focused on listening and understanding business capability objectives, priorities, and needs. You will use your listening and learning skills, along with insightful questioning, to understand those priorities and needs and then use that knowledge to shepherd and execute on assigned corporate transformation initiatives to completion. The Business Transformation Specialist continually builds consensus and inspires collaboration by building strong relationships across the organization.

The ideal candidate is an adaptable practitioner who shares the leadership of the program with their business counterparts, puts the needs of the program and its team(s) first, and is an excellent communicator, facilitator, and influencer.

 

 

What do our Business Transformation Specialists do? 

  • Take a proactive approach to problem solving including asking the right questions, working collaboratively across teams, and thinking outside the box
  • Facilitate meaningful conversations across all levels and areas of the company, from field support staff to actuaries to front-line service associates to vice presidents and executives
  • Use “sacrificial concepts” to facilitate problem-solving
  • Build artifacts to communicate concepts, ideas, and plans to diverse audiences, knowing what style to use when and for whom
  • Effectively communicate with both technical and nontechnical team members and stakeholders.
  • Not just hear, but listen and understand
  • Ask questions when they don’t understand
  • Exude enthusiasm, energy, and a positive attitude
  • Receive as much satisfaction from facilitating others’ success as their own
  • Build strong relationships across all roles and levels of the company
  • Influence and negotiate in an un-assuming and respectful manner
  • Encourage and demonstrate comfort with change, ambiguity, debate, conflict, experimentation, and informed risk taking

Required 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

  • 5+ years’ experience in a business analyst, system analyst, or similar role
  • Experience in insurance and/or financial service industries a plus
  • Experience in agile environments a plus
Job type:
Full-Time/Regular
Date posted:
2021-11-05T17:05:56Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Product Owner-Digital Products

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Position Overview

The Product Owner is a Penn Mutual change agent that is customer focused and the guardian of the corporate priorities.  The Product Owner is a passionate advocate and doer who will see a vision through to completion.  He or she engages with stakeholders, captures and evaluates their input, prioritizes and works closely with an Agile development team to drive efforts through execution to completion.

This is an exciting opportunity to lead Penn Mutual’s continued growth of its flagship digital applications used by our clients, field, and internal employees.  The Product Owner is able to work closely with the technical development team, various business stakeholders throughout all levels of the organization, and end users to deliver value and meet corporate priorities.  The Product Owner is passionate about the user experience interfacing with Penn Mutual digital applications and working with the development team to bring business objectives to fruition.

 

What do our Product Owners do? 

  • Decide, drive, and deliver on strategic business priorities.
  • Collaborate: With business stakeholders on formulating business solutions. With technical team members on how to meet business needs.  With other Product Owners to manage inter-team dependencies. 
  • Facilitate meaningful conversations across all levels and areas of the company, from field support staff to actuaries to front-line service associates to vice presidents and executives
  • Build strong relationships across all roles and levels of the company
  • Articulate, elicit and inspire others to execute on a product vision
  • Determine and articulate Minimum Viable Product. That is, identify those portions of an overall vision that are minimally necessary to achieve Penn Mutual’s objectives.
  • Influence and negotiate in an un-assuming and respectful manner
  • Encourage and demonstrate comfort with change, ambiguity, debate, conflict, experimentation, and informed risk taking
  • Use diplomacy when we need to say “no”
  • Provide empirically based estimates through collaboration with team
  • Prepare for and facilitate sprint planning sessions
  • Create, maintain and prioritize an Agile team’s work backlog
  • Construct and communicate an Agile team’s product release plan to stakeholders.
  • Form a clear understanding of business objectives and collaborate across teams and business areas to establish a solution.

Required Skills 

  • Demonstrated ability to drive the execution of a vision
  • Proven negotiation, influence and collaboration skills
  • Proven ability in the area of creative facilitation and encouragement of innovation
  • Encourages and demonstrates comfort with change, ambiguity, debate, conflict, playfulness, experimentation, and informed risk taking
  • Proven public speaking skills
  • Demonstrated ability to effectively communicate with both technical and business associates
  • Proven ability to make or facilitate effective decisions as they relate to an Agile teams product delivery
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment

Experience

  • 5+ years relevant experience in leading teams to create effective, device-agnostic, and client-focused digital applications
  • 5+ years relevant business experience and/or previous Product Owner, Product Manager, or similar experience
  • Experience in insurance and/or financial service industries a plus

 

Education

  • Bachelor's degree preferred, or equivalent work experience

 

Level = 21/22

 

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:
2021-09-21T17:12:11Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Vantis Life Insurance Co (Windsor, CT)

Account Executive-Life Insurance (W-2 Base Salary plus Commission and Monthly Bonuses)

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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.  You will be provided free leads via inbound calls.  This position is based out of our Windsor, CT location, but can be fully remote.

 

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

Experience

  • 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:
2021-11-01T17:04:15Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Hornor, Townsend & Kent

RIA Data Analyst

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Position Overview

The data analyst shall assist the RIA Product Specialist in the collection and aggregation of investment advisory related data to perform related quantitative and qualitative data analyses, identify trends, and generate key metrics and reporting pertaining but not limited to investment advisory products, financial planning programs, and Third Party Asset Managers. The position can be located out of our Horsham, PA headquarters or remote.

 

Principal Responsibilities

  • Drives the utilization of data analyses, visualizations, and predictive analytics in order to ensure we develop and maintain standard reporting to develop a repository of usable metrics reports
  • Supports research of data sets pertaining to sets of new, existing, or proposed IA product offerings
  • Evolves existing and newly developed set(s) of reports to include data analytics and generating KPI’s to provide stakeholders with trends and insights
  • Brings together internal data, as well as external data and research, to help business leaders understand and act on compliance issues
  • Builds product roadmaps to enhance strategy and drive execution
  • Develops frameworks for ROI to assist Product Specialist’s analysis of requests/submissions from our field offices to assess all factors pertaining to product carriers and/or investment platforms
  • Analyzes and collecst data sets for leadership to utilize for reviews pertaining to the HTK Product Committee
  • Synthesizes data sets for financial planning programs supported through RIA in assistance to the Product Specialist’s program management and Third Party Asset Managers
  • Assists in the creation of periodic reports utilizing business level data in support of board and executive level presentations and briefings
  • Communicates technology/automation needs to HTK and/or Penn Mutual’s IT system owners and developers
  • Assists with the rollout and implementation of technology-based solutions in support of the Company’s compliance with laws, regulations, and policies
  • Promotes a risk-aware culture when it comes to data; keep on top of changing requirements and practices for maintaining ethical data handling
  • Assists in the risk-based testing and monitoring of investment advisory business
  • Presents key findings, and demonstrates initiative and creativity in independently recommending and implementing solutions
  • Develops, maintains, and broadens effective working relationships with business partners such as IT, Finance, Compliance, and Legal
  • Maintains a broad working knowledge and awareness of the industry and regulatory and/or policy changes with potential impact on compliance monitoring or reporting
  • Participates in special projects and performs other duties as assigned

Required Skills 

  • Excellent analytical skills, with an inquisitive mind to explore data and identify critical issues and trends
  • Advanced skills with Microsoft Office, and tools such as DOMO, Tableau, and Power BI with the ability to manage/manipulate large datasets
  • Ability to intuit, understand and communicate the meaning of analyses to a range of technical and non-technical audiences in both strategic and operational roles
  • Excellent analytical and problem-solving skills, including the ability to disaggregate issues, identify root causes, and recommend solutions
  • Strong knowledge of asset management platforms such as Envestnet
  • Proven ability to build relationships at all levels across the organization
  • Excellent organizational skills and demonstrated ability to manage multiple tasks simultaneously under tight deadlines
  • Ability to work with others in a collaborative team environment
  • Strong detail orientation
  • Process improvement experience
  • Excellent verbal and written communication skills

Experience

  • 3-5 years RIA or dual BD/RIA registrant experience
  • Minimum of 3 years in data analytics preferred
  • Process improvement experience

 

Education/Licenses/Professional Designations

  • Bachelor's Degree in information technology, finance or a related field
  • FINRA Series 65/66 or ability to obtain necessary securities licenses
Job type:
Full-Time/Regular
Date posted:
2021-10-22T17:12:52Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Client Services/Customer Service

ACE Adviser Support Specialist

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Position Overview

Our employees own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Penn Mutual. We are looking for motivated and qualified candidates to grow with our team. The role involves a high level of adviser interaction, through our digital client adviser based service model. The individual should enjoy working in a dynamic, fast-paced team environment, and have a passion for service delivery and a focus on building relationships.

 

Responsibilities

  • Be able to work a shift where the core hours are 12-8 PM EST
  • Accessible for travel to agency offices
  • Provides support for the innovative Accelerated Client Experience. Document problems, engage the IMT when appropriate, and test solutions
  • Trains field office staff and advisers in using the inventive Accelerated Client Experience
  • Demonstrates QA support for system upgrades, bug fixes and testing of new processes
  • Provides support for systems upgrades, bug fixes, and testing of new processes
  • Develop, documents, and communicates new uses of the tools to end users. Use the corporate tracking system to document support calls
  • Works with leadership team to develop business processes and service standards

Required Skills 

  • Excellent technology and communication skills, both verbal and written
  • Strong Adviser focus while creating a positive impression of Penn Mutual
  • Ability to work with others in a collaborative team environment
  • Knowledge of sales concepts
  • Ability to research issues within the company
  • Exceptional analytical and organizational skills with attention to detail
  • A customer service attitude that translates professionalism and confidence
  • Understanding of life products, riders and benefits and the ability to follow and communicate product rules when processing requests
  • 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
  • 3-5 years of industry related experience

 

Education/ Licenses/Professional Designations

  • Bachelor’s Degree preferred

 

Level = 20

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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 on our 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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-10-20T16:51:13Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Operations Intern

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Position Overview

The Operations Intern position is designed to provide insight into the day-to-day operations of a service oriented organization. Interns will be asked to attend meetings, assist on various projects along with day-to-day support functions for both our Annuity and Life Insurance products. This opportunity will afford the candidate various learning and developmental opportunities as they interact with various leaders and associates across Penn Mutual. 

 

Department Overview

Adviser and Client 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.  Adviser and Client Service employees work each day to exceed service level agreements, while acting with integrity and adding value to every interaction.

 

Responsibilities 

  • Audit support
  • Service operations processing
  • Data entry
  • Outbound phone calls
  • Other duties as assigned

Required Skills 

  • Excellent verbal and written communication skills
  • Strong time management skills
  • Ability to work independently and collaboratively in a larger team setting
  • Strong problem-solving skills
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

Education

  • Must be currently enrolled in a graduate or undergraduate program
  • Cumulative GPA of 3.0 or higher

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Intern
Date posted:
2021-10-13T23:01:34Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Underwriting

Senior Life Insurance Underwriter

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Position Overview

The Senior Underwriting Consultant will manage all aspects of the underwriting process.

 

Responsibilities 

  • Selects and classifies risks according to company philosophy and standards
  • Assists with developing initiatives for revision and updating of underwriting practices
  • Acts as an information resource and assists with training and development of less experienced underwriters
  • Manages retention
  • Helps to maintain profitable mortality experience
  • Analyzes and interprets medical, non-medical and financial information
  • Make decisions within approval limits up to $7,500,000 - $10,000,000
  • Determines appropriate requirements
  • Reviews and provides co-signatures on referrals from other underwriters
  • Coaches, mentors and provides performance feedback to Underwriting Analysts and Consultants
  • Reviews and provides co-signatures on referrals from other underwriters
  • Identifies and assists in providing 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
  • Participates in major projects
  • 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
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment

Experience 

  • Minimum 6 - 8 years life underwriting experience

 

Education/Licenses/Professional Designations 

  • Bachelor's degree required, equivalent work experience in life Underwriting may be considered
  • FLMI, FALU and ACS designations or current coursework toward earning certificates

 

Level: 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.

 

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:
2021-10-14T19:42:19Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Penn Mutual Asset Management

Associate Chief Compliance Officer-Penn Mutual Asset Management

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About Penn Mutual Asset Management and Penn Series

Penn Mutual Asset Management (“PMAM” or the “Adviser”) is a registered investment adviser and a wholly owned subsidiary of Penn Mutual. PMAM offers investment management services to:  affiliated insurance company general and separate accounts and other affiliated corporate entities; third-party U.S. institutional clients; registered investment companies; private funds; separately managed portfolios; and other pooled investment vehicles.  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. 

PMAM also serves as adviser to the Penn Series Funds, Inc. (PSF). PSF is a registered investment company that offers diverse investment options available only through variable contracts of Penn Mutual and PIA.  Penn Series offers 29 different portfolios advised by PMAM and sub-advised in the case of certain funds.

 

 

Position Overview 

The Associate Chief Compliance Officer (ACCO) of PMAM is responsible for assisting the PMAM and PSF Chief Compliance Officer (CCO) in the administration of the Adviser’s Compliance Program and the PSF Compliance Program (collectively, Compliance Programs) for adequacy and effectiveness of its implementation. The purpose of our Compliance Programs is to comply with laws and regulations that apply to investment advisers, as well as our internal policies and procedures designed to prevent, detect, and correct any violation of laws, regulations, or policies. Our Compliance Programs are dynamic, and we periodically review the Compliance Programs to provide assurance that it remains current with applicable laws and regulations and relevant to our advisory business model. This ACCO will collaborate with Investments, Financial Management, Information Management & Technology, Legal, Internal Audit, Human Resources, among others.

 

 

Responsibilities 

The ACCO will support the CCO and the Compliance Programs in the:

  • Design, implementation and oversight of the Compliance Programs, relating to 29 funds including 10 directly-managed funds and 19 equity and fixed income strategies managed by externa advisers (sub-advisers)
  • Oversight of compliance of directly-managed funds including 4 actively-managed strategies and 6 funds-of-funds
  • Preparation of board reporting, relating to compliance matters and regulatory developments
  • Design, development, implementation and monitoring of investment management processes and controls
  • On-boarding material and education for board directors, as deemed necessary
  • Manage a team of compliance professionals to support ongoing monitoring and testing
  • Specific day-to-day activities include:
    • Draft and maintain investment policies and procedures
    • Provide assistance and guidance to investment team in the preparation of any required documentation for external reporting purposes
    • Partner with investment team to review and enhance existing internal controls to support the control environment
    • Maintain adviser Form ADV Part I and II and other filings as required
    • Support the annual update of Fund Prospectus and SAI
    • Serve as Code Administrator
    • Monitor service providers related to fund accounting, transfer agency, custodial services, and any affiliated administrator functions
    • Report to governance committees of related entities, as requested
    • Prepare annual reports under 206(4)-7 and 38(a)-1
    • Develop and execute comprehensive due diligence forensic testing and onsite visit compliance program for external asset managers in accordance with Investment Company Act of 1940, if necessary
    • Remain current with regulations affecting the adviser and oversee any revision required and distribution of new and updated policies and procedures
    • Maintain working knowledge of Investment Company Act of 1940, Investment Advisers Act of 1940, and any related amendments
    • Serve as liaison of Liquidity Risk Management Program of Penn Series Funds
    • Act as a point of contact for regulatory examinations surrounding investment activity or investment advisory services
    • Provide leadership to a small team of compliance professionals

Required Skills 

  • Exceptional organizational skills
  • Excellent analytical and problem solving skills
  • Strong interpersonal and teamwork 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
  • Excellent prioritization and time management skills
  • Act as liaison with external customers and to project our reputation of credibility and competence
  • Strong leadership skills and the ability to build a collaborative team

Experience

  • 10+ years’ experience in some combination of the following areas: investment adviser and/or mutual fund complianc
  • 5+ years of compliance experience
  • Working knowledge of investment strategy and portfolio management concepts
  • Knowledge of insurance and investment products
  • Prior experience leading a small team

 

 Education/Licenses/Professional Designations 

  • Bachelor’s degree in Business, Finance, Accounting, or other related field
  • FINRA Series 7, 66, and 24 registrations required

 

All Penn Mutual employees exemplify our Shared Commitment: 

Doing what’s right today, together, for the promise of a brighter tomorrow.  The feelings are mutual:  Care.  Respect.  Belonging. 

 

 

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 on our 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.  We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Job type:
Full-Time/Regular
Date posted:
2021-10-14T17:05:15Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
Apply

Sales Distribution

Vice President, Career Agency System

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Position Overview

Penn Mutual’s Career Agency System (CAS) is committed to helping our leaders and financial professionals market, grow and develop their businesses with an industry-leading life and annuity portfolio, top flight digital capabilities, and a strong broker-dealer in Hornor, Townsend & Kent, LLC.

 

As the Vice President of CAS, you will have the opportunity to lead and support the efforts of our Career Agency locations with building their infrastructures and strategies to position them as strong marketing agencies.  This position will be instrumental in coaching our Managing Partners on recruitment strategies, leader development strategies, and financial and contractual review/creation. This role will collaborate with our field partners as well as PML business areas to ensure we are supporting our agencies and financial professionals in the best way possible.  A key aspect of this role will be partnering with and coaching agency leadership to adopt best practices to promote optimal operational efficiencies as well as engaging PML resources for effective agency growth and retention.  Additionally this role will be focused on finding new agency opportunities in new or underserved communities around the country.

 

 

Responsibilities 

  • Collaborates with Managing Partners on the development and alignment of agency business plans
  • Coaches Managing Partners and their leadership teams on exceeding agency commitments
  • Aligns agency recruiting efforts to the corporate expectations of selection and performance
  • Drives improved results around financial professional productivity and retention
  • Fully understands agency P&L structure and assist local leadership in maximizing performance
  • Assists in attracting new leadership talent in new and existing markets
  • Acts as field/home office liaison to assist in ongoing assessment of leadership and financial professional development and troubleshooting of issues as they arise
  • Partners and collaborates with peer departments to ensure strong practices and processes
  • Approximately 75% travel
  • 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 coaching, communication, presentation, and interpersonal skills
  • Demonstrated leadership & teamwork and collaboration
  • Able to thrive in a fast paced, challenging, and exciting work environment
  • 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
  • Superior problem solving skills
  • Enthusiastic, high energy and positive attitude
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

Experience

  • 7+ years in a Career Financial Services Distribution operation
  • Prior leadership and coaching experience, preferably leading a Career Agency or region
  • Prior sales and/or financial services experience a plus

 

Education/Licenses/Professional Designations 

  • Bachelor’s Degree required & advanced degree/designations strongly preferred
  • Life & Health License
  • FINRA Series 7 & 24 registrations

 

Level = 26

 

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:
2021-10-06T17:14:43Z
Location:
Fully Flex = Employee has option to elect to be fully remote, hybrid or onsite at campus location,
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.