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Penn Mutual · 11 hours ago

Business Development Director (West Coast)

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Penn Mutual is a company that has been empowering individuals, families, and businesses for over 175 years. They are seeking a Business Development Director who will play a critical role in driving sales growth and recruiting efforts, while also supporting financial performance and strategic initiatives for long-term success.

Financial ServicesInsurance

Responsibilities

Recruit and select financial professionals who seek a closely affiliated relationship with Penn Mutual and HTK

Work with firm management team and individual financial professionals to develop sales concept guidance, client presentations, and special documents

Stay well-versed in the features and benefits of Penn Mutual life and annuity products, applicable illustration software, and the HTK platform

Maintain all necessary insurance licenses and the appropriate designation as a general securities principal through FINRA

Develop and achieve annual recruiting and sales goals, subject to review and approval of the 1847Financial leadership

Provide a line of communication between the Penn Mutual and HTK home office and financial professionals associated with the firm including financial professionals recruited by the Business Development Director as well as financial professionals assigned by 1847Financial

Must act in full compliance with all laws and regulations applicable to the business

Ensures the firm's and Penn Mutual brand guidelines are consistently met

Supports firm community involvement and sponsorship activities

Remains current in profession and industry trends

Qualification

Life Insurance knowledgeFINRA Series 6Wealth Management experienceBusiness AcumenCommunication SkillsNegotiationCustomer Service OrientationInfluenceRelationship BuildingCreativity

Required

5-7 years' experience required in similar role

Life Insurance industry experience required

FINRA Series 6 or 7, Series 63 required

Wealth Management industry experience required

Must have technical understanding of life, annuity and wealth management products and sales concepts, technology, related tax laws and state regulations

Knowledge of the business units and operations of Penn Mutual and the retail sales process of financial professionals and marketing campaigns