Penn Mutual · 12 hours ago
Internal Marketing Representative
United States
Full-time
Remote
Mid Level
$60K/yr - $60K/yr
3+ years expPenn Mutual is a company that has empowered individuals, families, and businesses for over 175 years. They are seeking an Internal Marketing Representative to contribute to sales through financial professional recruiting, telemarketing, and providing product and marketing support.
Financial ServicesInsurance
Responsibilities
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
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 professional's 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
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
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
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
Qualification
Required
Bachelor's Degree required
FINRA Series 6 or 7 and Series 63 registrations required
Life insurance license required
3-5 years of related experience in the sales and marketing of insurance products; equivalent experience may be considered
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
Ability to work up to 6:30 pm EST as needed to provide sales support in different time zones in the U.S
Preferred
Willing to obtain industry certifications, such as, CLU, ChFC and/or CFP
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David O'Malley
President and CEO
Marianne Cumming
Vice President, Chief Medical Director
Recent News
2025-11-03
2025-09-15
Company data provided by crunchbase