Penn Mutual · 1 day ago
Product & Concept Wholesaler
United States
Full-time
Remote
Mid, Senior Level
$146K/yr - $180K/yr
5+ years exp
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Responsibilities
Work closely with Financial Professionals and Field Leaders to devise product / concept training requirements, strategies and curricula
Create and deliver in-person training, webinars, conference calls and 1-1 instruction to promote Penn Mutual products, services and competitive advantages
Serve as an expert guest speaker / subject matter expert for meetings, conferences and third party events as needed
Assist field leaders in the 1847Financial System to build strong relationships with new and existing Financial Professionals.
Develop expert knowledge and proficiency in utilizing company tools and resources, e.g., illustration software, company website, etc.
Broker the use of Home Office subject matter experts as faculty for training programs
Develop and enhance personal product, industry, competitive and financial market knowledge to maximize value delivered to Financial Professionals and Field Leaders
Support strategic marketing and sales initiatives as needed
Coordinate schedules, logistics and the production / distribution of training materials as necessary
Gather and report participant feedback from training delivery. Measure and report changes in Financial Professional activity / production post training
Provide insights from the field to the Home Office regarding where to improve (e.g., Product, Distribution, Marketing, etc.)
Aid in the assessment and selection of local Field Trainer positions in our 1847Financial System
Qualification
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Required
Bachelor's Degree Required
Expert knowledge of life insurance products and sales concepts Required
FINRA Series 6 & 63 (or must be obtained within 9 months of hire date) Required
5-10 years of experience delivering in-person training to Financial Professionals Required
Demonstrated track record of building strong relationships with Financial Professionals, Field Leaders and Home Office stakeholders
Strong platform delivery skills – In-person, live online, phone
Demonstrates in-depth knowledge of Penn Mutual’s suite of Life Insurance products and supporting concepts
Expert with illustration – concepts, process and tools
Exceptional communication skills - oral, written and interpersonal
Able to aggregate and present product information and concepts for maximum learner retention
Strong analytical and problem solving skills
Strong computer skills including Microsoft Office applications
Highly self-motivated and detail-oriented
Ability to travel extensively (75% of the time)
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
Eileen McDonnell
Chairman & Chief Executive Officer
David O'Malley
President and Chief Operating Officer
Recent News
2024-05-08
MarketWatch
2024-04-07
Company data provided by crunchbase
