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Company

Penn Mutual · 3 hours ago

Internal Marketing Representative

United States

Full-time

Remote

Mid Level

3+ years exp

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Financial ServicesInsurance

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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 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.

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

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FINRA Series 6FINRA Series 7Series 63 RegistrationLife Insurance LicenseSalesMarketing ExperienceProduct KnowledgeTelemarketingProcess Improvement