Open Positions

Open positions

Adviser & Client Services

Operations Specialist-New Business

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Departmental Expectations

Adviser and Client Services is a relationship based department of skilled professionals that is committed to upholding Penn Mutual’s core values.  There is a strategic focus on service excellence, product expertise and a consistent client experience.  Adviser and Client Service associates work each day to exceed service level agreements, while acting with integrity and adding value to every interaction.

 

Position Overview

The Operations Specialist will take a consultative approach and ensure the New Business processes meet our needs and expectations through effective communication and collaboration between the Home and Field Offices. The candidate will provide guidance and training to the Life New Business Account Managers, Case Administrators and field office staff.  They will provide the technical expertise to ensure team members meet the customers’ needs of new business processing within departmental standards and service levels. The Operations Specialist will partner with our underwriting team in a manner which facilitates timely risk assessment, decision making, issuance, and timely final action of application file. This individual will understand the importance of the adviser experience across the NB & UW process and work towards ease of doing business across the PML enterprise.

 

Responsibilities

  • Acts as a liaison and subject matter expert between our advisers, underwriting, and home office departments in resolving questions and complex issue requests.
  • Assist with the development, training, mentoring, and processing of all Life New Business processes including Reg. 60 Term Conversions.
  • Identifies and understands the different learning styles of associates and adjusts trainings accordingly.
  • Documents and maintains processes and procedures for Life New Business department.
  • Process ownership of all activities related to A&CS-Life New Business, with a strong focus on optimizing the client experience.
  • Works closely with the field office staff to ensure that the new business process, including prioritization of work meets the needs of the business, field and our department.
  • Works with the LNB Leadership team to identify needs and concerns and to discuss ways of improving service levels by recommending best practices and process improvements.
  • Develops and manages relationships within the home office in the areas of Customer Service, Sales, Compliance, and others to better understand and communicates issues and partners appropriately to drive solutions.
  • Understands the escalation process and management’s role in the process.
  • Maintains knowledge of all individual life products, illustrations, systems, regulatory issues and department standards and goals.
  • Develops and maintains strong working knowledge of administrative systems and all appropriate capabilities.
  • Provide expertise, advice, counsel, recommendations, and opinions.
  • Conduct or attend meetings and present the LNB perspective.
  • Performs various other related duties and assignment as needed.

Required Skills 

  • Solid understanding of life insurance business and products with a strong focus on new business processes and Reg. 60 processing.
  • Excellent verbal and written communication skills.
  • Demonstrated facilitation and presentation skills in small and large groups.
  • Ability to empower, self-motivate and seek continuous process improvements.
  • Extensive knowledge of new business systems, processing, products and field distribution systems.
  • Experience managing operations with imaging and workflow.
  • Ability to seek process improvements and embraces change willingly.
  • Excellent organizational skills, ability to set priorities, work under pressure and meet deadlines.
  • Strategic thinker with the ability to articulate and drive a clear vision to team members.
  • 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.
  • Knowledge of Penn Mutual products, processes and transactions a plus
  • Proficient in Microsoft Suite, including Excel, Word and PowerPoint.
  • 3-5 years of Penn Mutual experience.
  • Product knowledge a must.

 

Education/Licenses/Professional Designations 

  • High school diploma or equivalent education required. College degree preferred.
  • LOMA or industry courses or certifications a plus.

 

Salary Level = 20

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-01-09T15:45:42Z
Location:
Horsham, Pennsylvania
Apply

ACE Adviser Support Specialist

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Position Overview

Our associates 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
  • Accessible for travel to agency offices
  • Provide support for the innovative Accelerated Client Experience. Document problems, engage the IMT when appropriate, and test solutions
  • Train field office staff and advisers in using the inventive Accelerated Client Experience
  • Demonstrate QA support for system upgrades, bug fixes and testing of new processes
  • Provide support for systems upgrades, bug fixes, and testing of new processes
  • Develop, document, and communicate 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
  • 3-5 years of industry related experience

 

Education/ Licenses/Professional Designations

  • Bachelor’s Degree preferred

 

Salary Level = 20

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-01-07T18:36:26Z
Location:
Horsham, Pennsylvania
Apply

Case Administrator

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Position Overview

The Case Administrator will interact directly with our distribution and sales partners to accept, review and process individual life new business applications, as well as informal applications.  This individual will ensure that the applications will partner with our underwriting team in a manner which facilitates timely risk assessment, decision making, issuance, and timely final action of application file.  This individual should enjoy working in a dynamic, fast paced team environment and have a passion for service delivery.

 

Responsibilities 

  • Manages an assigned caseload of individual life applications from submission to policy issue
  • Works closely with the Account Managers, Relationship Managers, Underwriters, Field Office staff, and Financial Advisers to complete client requests, meeting or exceeding expectations with regard to timeliness and accuracy
  • Receives and reviews life applications from Financial Advisers and completes data entry (SNAP) and document indexing (PaperClip)
  • Reviews electronically entered data for life applications and required forms; identifies and resolves any discrepancies and missing requirements; ensures all regulatory controls are enforced; acknowledges receipt of requirements on system, identifies and advises Financial Advisers of any additional information required
  • Partners with underwriting and orders any additional requirements if needed; upon final decision by underwriter, prepares case and system for issuing a policy according to regulatory requirements; reviews case for any changes and for completion and accuracy of information; processes necessary changes prior to issuing policy contract
  • Communicates all case developments verbally and in writing while following up with field offices, service providers and others for any outstanding requirements; reviews and matches any new requirements to case; updates system to reflect changes.
  • Works with LNB team to identify needs and issues and to discuss ways of improving service levels by recommending best practices
  • Handles phone and written communication to and from Field Offices and Financial Advisers
  • Proactively provides up to date information regarding status of contract, outstanding requirements and transactions/processing explanations.
  • Establishes and maintains high quality adviser and client relationships – assessing needs and responding to them effectively; monitors and controls case activity; refers case to technical specialist and/or other as needed
  • Develops relationships within the home office across departments including but not limited to: Underwriting, Client Service, Distribution, and Compliance
  • Maintains knowledge of all individual life products, illustrations, systems, regulatory issues and department standards and goals
  • Develops and maintains strong working knowledge of administrative systems and all appropriate capabilities
  • Meets speed of service and quality goals for each task function and contribute to overall team goals
  • Performs various other related duties and assignment as needed
  • 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 

  • Ability to function in a fast paced and collaborative team environment with high productivity and accuracy expectations
  • Adaptable to a changing environment and flexibility around work assignments
  • Basic math skills
  • Demonstrates strong attention to detail
  • Good interpersonal, verbal, and written communication skills
  • Competent computer experience; demonstrated ability in Microsoft Office; the ability to utilize multiple systems and windows simultaneously
  • Demonstrates initiative, self-motivation and excellent organization skills, ability to set priorities, work under pressure and meet deadlines
  • Adapting to change
  • Collaborating with others
  • Strong Customer focus
  • Respect for diversity
  • Focusing on detail
  • 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’ experience in service delivery
  • Prior experience and/or knowledge of insurance a plus

 

 Education/Licenses/Professional Designations 

  • College degree preferred or equivalent work experience

 

Salary Level = 18/19

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-12-16T20:32:58Z
Location:
Horsham, Pennsylvania
Apply

Production Support Analyst

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Departmental Expectations

Shared Services is a relationship based department of skilled professionals that is committed to upholding Penn Mutual’s core values.  There is a strong focus on service excellence, product expertise and a consistent client experience.  Shared Services associates work each day to meet both our internal and external customer’s needs through acting with integrity and adding value to every interaction.

 

Position Overview

The Production Support Analyst is a highly specialized position responsible for the coordination and oversight of all system production support and enhancements within Adviser and Client Services. This includes working across Adviser and Client Services and IM&T to ensure that all production needs and enhancements are completed in a timely manner.  This role will closely monitor system performance and provide recommendations to Management on enhancing the overall Business experience.

 

Responsibilities

  • Tier 1 support for front-end service and operations users during and outside of hours of operation
  • Ensure that documented issues are analyzed and investigated for root cause. In doing this:
    • Find temporary work around in search of permanent solutions
    • Reduce the chance of reoccurrence
    • Reduce overall number of issues through permanent solutions and pattern identification
  • When necessary, hold administrator duties for certain applications in addition to Tier 1 support
  • Act as a primary point of contact between Operations Leaders and Agile Product Owners for day-to-day issue resolution, as well as business application design, support, testing, and process improvement
  • Conduct regularly scheduled meetings with operations leaders to prioritize initiatives and to keep them abreast of projects and business application performance
  • Define, implement, and sustain Key Performance Indicators for production support monitoring
  • In partnership with reporting specialist, support daily, weekly, monthly and ad-hoc service and operations reporting needs
  • Acts as a Subject Matter Expert for A&CS operational applications
  • Collaborate with operational leaders and Agile teams in developing appropriate communications and/or training documentation prior to the release of any business application enhancements
  • Is approachable and provides hands-on support to the business through handling escalated or complex situations, and providing guidance.
  • Think creatively and strategically to drive process changes to continuously improve our producers’ and clients’ experience of doing business with us, reduce costs, and/or improve timeliness. Challenge others to think creatively.
  • Demonstrate courage to challenge the status quo and to make difficult decisions necessary to support the organization’s strategy.
  • Participate in corporate and department projects and other related duties.
  • 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 verbal and written communication skills.
  • Excellent negotiation and collaboration skills.
  • Experience with driving positive change.
  • Ability to effectively partner across the organization and at multiple levels by building and maintaining strong relationships.
  • Accept ownership of all interactions and provide a high caliber of service excellence and follow-through.
  • Demonstrated drive for results
  • Listens and encourages suggestions, improvements, concerns, innovations from others.
  • Creates an environment that encourages two-way communication
  • Actively and openly leads change and continually assesses impact.
  • Provides cost-effective and customer-focused solutions
  • Makes a quick but systematic analysis to find the root cause of an issue
  • Respects others’ knowledge and abilities; encourages personal and professional learning.
  • Bachelor’s degree in related business or IT major or equivalent experience
  • Must have 5-7 years experience within Insurance industry
  • Knowledge of Penn Mutual products, processes and transactions a plus

 

Salary Level = 20/21

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-12-09T17:30:05Z
Location:
Horsham, Pennsylvania
Apply

Annuity New Business Case Administrator-TEMPORARY

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Position Overview

Annuity New Business is the first interaction many of our advisers have with the home office.  This first impression needs to include excellent communication and superior service which focuses on building relationships. Necessary skills include effective communication as well as exceptional processing with attention to detail.

 

Responsibilities 

  • Reviews electronic and paper documents for completeness, enters data into appropriate system, and contacts field representatives regarding additional requirements.
  • Proactively follows up with financial advisers and other business partners for any outstanding requirements.
  • Uses problem-solving skills to address unusual situations and escalates concerns when necessary.
  • Processes necessary transactions and documents the case demonstrating attention to detail.
  • Facilitates and manages the transfer of assets.
  • Answers in-bound calls from our advisers and field offices – providing superior service that demonstrates ownership, follow-through and a positive tone.
  • Complies with all company and site policies and procedures.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

  • Exemplifies strong customer service orientation with the ability to think as the customer and respond with the level of urgency and professionalism they expect.
  • Efficient use of a computer for data entry, documentation, and navigation within multiple systems.
  • Strong attention to detail.
  • Well-organized with ability to prioritize multiple tasks and assignments.
  • Excellent problem-solving skills and the ability to think outside the box
  • Able to learn and disseminate information while being trained in a side-by-side environment.
  • Receptive to performance feedback.
  • Thrives in a fast-paced work environment where the urgency of service to our adviser is paramount.
  • 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.
  • Demonstrates a positive, professional and proactive approach to work.
  • Prior experience and/or knowledge of financial services, annuity products and/or customer service is a plus.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

us.

 

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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-11-21T18:22:23Z
Location:
Horsham, Pennsylvania
Apply

Licensing Specialist

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Position Overview

The Licensing Specialist will provide excellent customer service to Penn Mutual Advisers, field offices, and partner organizations via E-mail and the CL&R 800 line. S/he will appoint and contract new Advisers and organizations, update and maintain related data and credentials, and submit information to various regulatory bodies as required.

 

Responsibilities 

  • Determines new Adviser eligibility for contracting and appointment with Penn Mutual/HTK
  • Meet speed of service, volume, and quality goals for each task and contribute to overall team projects
  • Fields in-bound calls from Advisers, field offices, and partner organizations, and answers questions regarding pending work requests
  • Effectively communicate outstanding requirements to field offices and other internal and external partners
  • Understands and provides information regarding Adviser contracts and related credentials
  • Responds to inquiries from Advisers, field offices, and partner organizations via E-mail
  • Enters and maintains Adviser contract, license, appointment, and registration data in CL&R systems
  • Submits registration and appointment information to FINRA and state departments of insurance
  • Facilitates compensation payment through accurate and complete data entry of Adviser records in CL&R systems
  • Develops and maintains strong working knowledge of CL&R systems and processes
  • Establishes and maintains high quality relationships with internal and external customers
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and industry trends
  • Perform other related duties as assigned

Required Skills 

  • A customer service attitude that demonstrates professionalism and confidence
  • Ability to think like the customer and respond with the appropriate level of urgency
  • Creative, energetic, and self-motivated with the ability to operate effectively in a self-directed and team environment
  • Initiative to get the whole job done and take ownership of each customer interaction
  • Ability to learn complex information in a short period of time
  • Excellent verbal and written communication skills
  • Excellent analytical and organizational skills with attention to detail
  • Efficient and accurate use of a computer for data entry, documentation, and navigation within multiple systems
  • Ability to multi-task and quickly navigate multiple resources while maintaining quality
  • Willingness to adapt to a changing work environment
  • Ability to work with others in a collaborative team environment

Experience 

  • 1-3 years of experience in customer service
  • 3-5 years of experience in insurance and broker/dealer licensing or regulatory compliance preferred
  • Life or annuity product and/or industry knowledge a plus

 

Education/Licenses/Professional Designations 

  • College degree strongly preferred
  • Insurance License and/or FINRA Series 6 or 63 a plus

 

Salary Level = 18/19 

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

Penn Mutual is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information.  Opportunities throughout the company are available to Penn Mutual Associates and external candidates and are evaluated on the basis of position qualifications. 

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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-11-05T14:40:47Z
Location:
Horsham, Pennsylvania
Apply

Customer Service Representative-Annuities/Life Insurance

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Our associates own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Penn Mutual.  Individuals with a passion for service will handle a variety of in-bound calls from our clients via an 800 line and process transactions and documents. This position works under immediate supervision.

 

Responsibilities 

  • Learn all facets of Life Insurance or Annuities and the products sold
  • Handle simple to more complex in-bound calls from our clients and answer questions regarding their life or annuity product and/or servicing needs
  • Investigate and follow up on basic or routine questions/issues to resolve concerns in an accurate and timely manner
  • Accept ownership of the interaction and provide a high caliber of service and follow-through
  • Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information
  • Process routine financial and non-financial transactions and document records with consistent quality, attention to detail, and according to department policies and procedures
  • Recommend and facilitate process changes to continuously improve the customer experience
  • Adhere to Service Level of Agreements (SLAs) and individual/team metrics
  • Escalate more complex issues as appropriate
  • Remain current in profession and industry trends
  • Comply with all company and site policies and procedures
  • Responsible for adherence to the company’s framework of internal controls
  • Work collaboratively and may participate on project teams
  • Identify, recommend and implement ongoing process improvements
  • Perform various other related duties, assignments and special projects as assigned
  • Ability to work between the hours of 8am and 8pm (hours may vary)

 

Required Skills 

  • A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone
  • Ability to comprehend and articulate information
  • Execute with urgency and professionalism
  • Ability to navigate multiple systems and resources
  • Excellent analytical and organizational skills with attention to detail
  • Excellent communication skills, both verbal and written, required
  • Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
  • Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended
  • Willingness and ability to work under pressure and meet deadlines

Education/Licenses/Professional Designations 

  • High school diploma or equivalent required
  • Bachelor’s degree preferred

 

Experience 

  • Minimum of 0-2 years related experience
  • Experience with life insurance/annuity products preferred

 

Salary Level = 18

 

All Associates Exemplify Our Penn Mutual Values: 

  • Acting With Integrity—We have the conscious intention to do the right thing.
  • Respecting One Another—We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships—We foster meaningful connections with others.
  • Sustaining Our Legacy—We are trusted guardians for what we promise.
  • A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences

 

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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-09-25T20:00:53Z
Location:
Horsham, Pennsylvania
Apply

Assurance (Internal Audit)

Assurance Specialist/Manager

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Position Overview

In this role, you will be part of a team responsible for monitoring the operational risks at Penn Mutual and its affiliates and continuing to advance Assurance’s data analytics and automation initiatives. In partnership with Risk Management, the business and the other assurance groups (Financial, Compliance, and Information Protection), our team provides assurance over risks and controls to meet the needs of our stakeholders.  You will work with our team as well as associates from across the organization to understand the processes and be a key technical resource in helping align our focus to areas of highest risk. You will gain broad exposure to the Penn Mutual Life Insurance Company and its subsidiaries, which include Broker Dealers, Asset Managers and other Life Insurance Companies. The successful candidate will have strong technical skills, a passion for learning and a desire to develop and grow their comfort zone.

 

Department Overview

Assurance supports the Penn Mutual Life Insurance Company and its affiliates by identifying risks to the operations of the company, and evaluating the potential for those risks to harm the company, our associates, our advisers or our policyholders. We conduct engagements across the organization to provide assurance to our stakeholders that Penn Mutual and its affiliates are operating in a manner consistent with our values, guiding principles and operational risk appetite.

 

Responsibilities

  • Utilize critical thinking, data gathering and problem solving skillsets to understand and assess business processes and operational risk focus areas throughout the organization in support of our corporate initiatives.
  • Design and implement testing of business processes and controls with a focus on re-design and automation to improve efficiencies.
  • Effective communication of issues identified, impacts and solutions related to operational risk to assurance groups, business areas and executive management.
  • Relationship building and partnering with team members, business partners and other assurance groups for execution of our aligned approach.
  • Perform assurance engagements in both Horsham and Philadelphia, PA.
  • Perform and /or assist with other department initiatives as required.

Required Skills 

  • Strong analytical and critical thinking skills.
  • Strong planning and organization skills.
  • Demonstrated proficiency with data extraction tools to design automated tests and perform data analysis.
  • Demonstrated ability to develop effective working relationships within a team and stakeholders.
  • Possesses strong written, oral, interpersonal and presentation skills. Is able to effectively interact and build relationships inside and outside the department at a range of levels (executives, leaders, associates).
  • Demonstrates flexibility, adaptability, collegiality and team player orientation.

Experience, Education and Licenses 

  • Bachelor’s Degree in Business, Finance or Accounting required.
  • Six+ years of investment related experience either in assurance or in the operations of financial services company(s) (investments, asset management, broker-dealer operations and/or life insurance).
  • CISA, CIA or CPA a plus (one is required to be obtained within first two years of employment); other industry certifications to be determined as needed.

 

Salary Level = 21/22

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-12-18T13:43:10Z
Location:
Horsham, Pennsylvania
Apply

Business Transformation

Agile Coach

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Position Overview

Here at Penn Mutual an agile coach is a passionate advocate of the Agile Mindset. By having a deep and profound understanding of agile values, principles and its many methods, the agile coach takes an evolutionary approach to helping individuals, teams, and larger organizational units think about, and influence how work gets done.  By recognizing organizations are systemic and interactive, the agile coach influences effective and nimble execution through both environmental and local actions.  With strong organizational acumen, the agile coach acts as a skilled collaborator, negotiator, and actor of influence and demonstrates a clear understanding of when each is appropriate.

 

Responsibilities 

  • Be an advocate and practitioner of agile values, principles, and methods including, but not limited to, SCRUM and Kanban
  • Create transparent, collaborative, fun, open, and trustful environments where teams can work effectively to deliver rapid and high quality output
  • Using cross-organizational relationships, relentlessly seek to remove organizational and team-level impediments to team execution.
  • Using a servant leadership approach, promote self-organization and cross-functionality within and across teams
  • Promote effective intra and inter-team collaboration
  • Assist teams in making appropriate and realistic commitments
  • Organize and facilitate effective team ceremonies
  • Work to minimize team distractions, identify and lead the impediment-solving process, and escalate risks/issues when necessary
  • Promote collaboration among Penn Mutual stakeholders and alignment across their objectives
  • Maintain an awareness of what is happening within the agile community both internally and externally and, where appropriate, experiment with introducing new practices to the organization
  • Utilize team data to inspire and influence team performance
  • Comply with all company and site policies and procedures
  • Successfully complete regulatory and job training requirements
  • Perform other duties as assigned

 

Required Skills 

  • Evangelist level knowledge of agile values, principles, and methods
  • Proven negotiation, influence and collaboration skills
  • Proven skills in creative facilitation and encouraged innovation
  • Demonstrated 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 a team’s delivery
  • 5+ years relevant industry experience

 

Education/Professional Designations

  • BA/BS degree or equivalent experience
  • Certified SCRUM Master CSM or Product Owner CSPO (Desired)

 

Level = 21/22

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2019-11-05T17:06:57Z
Location:
Horsham, Pennsylvania
Apply

Career Agency System

Field Adminstrative Associate - Uniondale NY

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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 producers 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.

 

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. 

 

 

 

 

 

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Required Skills 

Skills & Abilities: 

  • Proficient in Microsoft Office Suite and Outlook
  • Strong communication skills (written/oral)
  • Ability to interact with field staff, producers 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.
Job type:
Full-Time/Regular
Date posted:
2020-01-14T16:48:12Z
Location:
Uniondale, New York
Apply

Adminstrative Associate

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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 producers 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.

 

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, producers 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.

  

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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 Penn Mutual:

Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture. Visit Penn Mutual at www.pennmutual.com.

 

 

Job type:
Full-Time/Regular
Date posted:
2020-01-14T15:43:22Z
Location:
Redwood Shores, California
Apply

Financial Adviser - Pittsburgh, PA

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Pittsburgh, PA and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Pittsburgh area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

Tags: Financial Advisor, Financial Adviser, Wealth Advisor, Life Insurance, Life Insurance Agent, Insurance Agent, Life Insurance Sales Representative, Insurance Sales Representative

Job type:
Full-Time/Regular
Date posted:
2020-01-07T20:39:46Z
Location:
Pittsburgh, Pennsylvania
Apply

Financial Adviser - Edison, NJ

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Position Overview:

Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

  

Position Responsibilities:

 

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

 

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 

  

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—we have the conscious intention to do the right thing.

Respecting One Another—we see each other’s distinctiveness as a valued asset.

Focusing on Relationships—we foster meaningful connections with others.

Sustaining Our Legacy—we are trusted guardians for what we promise.

A Shared Sense of Belonging—we evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-01-06T20:56:45Z
Location:
Edison, New Jersey
Apply

Sales Manager - Cambridge Financial- Salt Lake City UT

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About Penn Mutual: 

Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture. Visit Penn Mutual at www.pennmutual.com.

 

Position Overview: 

The Sales Manager is a key role in the CAS office and is responsible for providing a full range of marketing expertise, support and leadership to the CAS field office to help drive strong sales results.

 

Position Expectations:

 

Responsibilities:

  • Assist Managing Partner with the management and business operations of the agency.
  • Works with management team and individual advisers to develop sales concept guidance, client presentations, and special documents.
  • Become and remain well versed in the features and benefits of all Penn Mutual life and annuity products and applicable illustration software.
  • Maintain all necessary insurance licenses and the appropriate designation as a general securities principal through FINRA.
  • Support recruiting activities.
  • Develop and achieve annual recruiting and sales goals, subject to review and approval of the Home Office.
  • Assist the Managing Partner in maintaining the records of agency and offices under the Managing Partner’s supervision in accordance with the rules and regulations of and subject at all times to inspection by Penn Mutual. All such records are the property of Penn Mutual.
  • Not use any sales promotion materials or advertising relating to any of the products of Penn Mutual unless the specific item has been approved in writing by Penn Mutual.
  • Comply with Penn Mutual’s rules and regulations.
  • Not be involved in any business activity that, in the sole judgment of Penn Mutual, is competitive with or in conflict with Sales Manager’s responsibilities to Penn Mutual unless Penn Mutual gives prior written approval. Penn Mutual can revoke this approval at any time by giving notice to Manager.
  • Provide a line of communication between the Penn Mutual home office and agents associated with the agency. Agents associated with the agency shall include agents and brokers recruited by Sales Manager as well as agents and brokers assigned by Penn Mutual to the agency for supervision.
  • Comply with all applicable governmental requirements affecting Manager, the office staff, and agents and brokers associated with Manager that relate to activities pursuant to this agreement.
  • Notify the home office of Penn Mutual immediately of circumstances of which Manager has become aware that could give rise to legal proceedings on behalf of or against Penn Mutual.
  • It is understood and agreed that Manager shall undertake the sale of any Penn Mutual product with variable accumulation and benefit provisions only where Manager is registered with FINRA as a representative of HTK. No compensation shall be payable to Manager pursuant to this agreement for the sale of any variable product absent compliance with the provisions of this subsection.
  • Not use any sales promotion materials or advertising relating to any of the products of Penn Mutual unless the specific item has been approved in writing by Penn Mutual.
  • Perform other duties of a supervisory nature that may be assigned to Sales Manager by Managing Partner.
  • Comply with Penn Mutual’s policies and procedures.
  • Must act in full compliance with all laws and regulations applicable to the business.
  • Ensures the agency and Penn Mutual brand guidelines are consistently met.
  • Supports agency community involvement and sponsorship activities.
  • Plays lead role in the development and administration of sales contests.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.

Required Skills 

Skills & Abilities:

 

  • Achieves Results. Demonstrates the ability to help advisers achieve strong business results by helping with business plans and tracking/reporting of performance results.
  • Communication and Writing Skills. Possesses strong written and verbal communication skills. Demonstrates strong creative writing skills, presentation skills and possesses strong knowledge of AP style guidelines. 
  • Business Acumen. Has a working knowledge of life and annuity products as well as a solid understanding of the adviser role and how an agency operates. 
  • Agency Strategy. Demonstrates a solid understanding of the overall business strategy of the agency to execute on plans to help move the business forward. 
  • Relationship Building and Collaboration. Engages senior agency leadership and collaborates with others to drive marketing programs. Builds trust, credibility and demonstrates strong self-confidence and leadership qualities. 
  • Influence. Influences advisers to help drive the agency strategy, marketing campaigns and community relations initiatives. 
  • Customer Service Orientation. Possesses superior customer service skills by understanding and anticipating customer needs, and adapting approach to different customer groups and requirements. 
  • Creativity. Uses original and innovative approaches to messaging and marketing programs and events. 
  • Negotiation. Negotiates with senior leadership and vendors regarding marketing priorities, vendor agreements and resources to maintain focus on marketing strategy.

Experience:

  • 2-5 years’ experience in a similar role.
  • Life Insurance industry experience a strong plus.
  • Solid technical understanding of life and annuity 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 advisers and marketing campaigns.

Education/Licenses/Professional Designations:

  • Bachelor’s degree in Business Administration or Marketing preferred or equivalent work experience.

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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.

Job type:
Full-Time/Regular
Date posted:
2019-12-26T20:40:59Z
Location:
Salt Lake City, Utah
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Financial Adviser - Charlotte, NC

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Charlotte, NC and you will be working for our locally known agency Penn Mutual Carolina Partners.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Charlotte area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

Tags: Financial Advisor, Financial Adviser, Wealth Advisor, Life Insurance, Life Insurance Agent, Insurance Agent, Life Insurance Sales Representative, Insurance Sales Representative

Job type:
Full-Time/Regular
Date posted:
2019-12-24T20:33:36Z
Location:
Charlotte, North Carolina
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Financial Adviser - Columbus, OH

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Columbus, OH and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Columbus, OH area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

Tags: Financial Advisor, Financial Adviser, Wealth Advisor, Life Insurance, Life Insurance Agent, Insurance Agent, Life Insurance Sales Representative, Insurance Sales Representative

Job type:
Full-Time/Regular
Date posted:
2019-11-18T20:34:37Z
Location:
Columbus, Ohio
Apply

Financial Adviser - Akron, OH

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Akron, OH and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Akron, OH area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

Tags: Financial Advisor, Financial Adviser, Wealth Advisor, Life Insurance, Life Insurance Agent, Insurance Agent, Life Insurance Sales Representative, Insurance Sales Representative

Job type:
Full-Time/Regular
Date posted:
2019-11-18T20:33:05Z
Location:
Akron, Ohio
Apply

Financial Adviser - Cincinnati, OH

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Penn Mutual is looking for talented individuals who seek to make a difference in the lives of others.  Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a base compensation plus commissions (with appropriate licensing), a flexible work schedulehigh income potential and a rewarding work-life balance. We will provide you with all the essential resources and tools needed to effectively build your skills and potential as a financial professional.

 

This position will be located in Cincinnati, OH and you will be working for our locally known agency 21st Century Financial.

 

This career can take off quickly with results-driven compensation that directly reflects the effort put in along with the leveraged support of our team. Successful advisers build equity in the business and will have the ability to transition or sell in the future. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition.

 

If the features of this career mentioned above appeal to you then we urge you to consider the opportunity. A career in insurance and wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced.

 

Responsibilities:

  • Prospecting for clients as you build your practice through referral based activities
  • Maintaining long-term relationships with your clientele
  • Providing education and solutions to clients as you leverage the resources of our team of professionals while gaining knowledge in the field

Required Skills 

  

  • Strong interpersonal skills and a desire to be in a relationship driven career
  • Entrepreneurial spirit with a commitment to integrity
  • College degree, or military equivalent preferred
  • Sales or entrepreneurial experienced is preferred
  • Qualified to work in the United States for any employer
  • Applicant must currently have lived in the greater Cincinnati area for three years or more

 

Compensation and Benefits:

  • Base compensation* for new advisers as you grow your commission-based income
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

 

Training:

  • Extensive training and joint work to master financial and presentation skills
  • Weekly coaching to support growth of a practice for new and experienced levels
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

 


About Penn Mutual

 

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

 

All Associates Exemplify Our Penn Mutual Values: 

 

  • Acting With Integrity —We have the conscious intention to do the right thing.
  • Respecting One Another —We see each other’s distinctiveness as a valued asset.
  • Focusing on Relationships —We foster meaningful connections with others.
  • Sustaining Our Legacy —We are trusted guardians for what we promise.
  • A Shared Sense of Belonging —We evoke our place as part of a world that we influence and influences us.

 

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. 

Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is a wholly owned subsidiary and non-insurance affiliate of The Penn Mutual Life Insurance Company. Visit Penn Mutual on the Internet at http://www.pennmutual.com.  Background checks and fingerprinting may be required as permitted by law.

*in compliance with NY Regulation 4228

Tags: Financial Advisor, Financial Adviser, Wealth Advisor, Life Insurance, Life Insurance Agent, Insurance Agent, Life Insurance Sales Representative, Insurance Sales Representative

Job type:
Full-Time/Regular
Date posted:
2019-11-11T20:34:11Z
Location:
Cincinnati, Ohio
Apply

Compliance

Intern-Compliance

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About Penn Mutual

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams.  Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, LLC (“HTK”), Broker-Dealer and Registered Investment Advisor. Member FINRA/SIPC.  We are proud to work together in a values-driven and relationship-based culture.

 

Position Overview

This position is responsible for providing administrative and project support to the regulatory compliance program Hornor, Townsend & Kent, LLC.  The individual will be responsible for assisting Compliance personnel with various compliance projects. This will be an excellent opportunity to “learn the ropes” through a broad based exposure to various compliance functions and gain invaluable experience working in a high tempo, values-oriented team culture.  

 

Responsibilities 

  • Assist Compliance personnel in the review & updating of existing procedures
  • Complete critical Compliance projects
  • Data management
  • Report generation
  • Other duties as assigned

Required Skills 

  • Microsoft Office suite, specifically Excel and Power Point
  • Ability to work with others in a collaborative team environment
  • Ability to learn new skills
  • Strong organizational and time management abilities
  • Ability to analyze and update existing procedures
  • Excellent research and data analysis skills
  • Ability to manage multiple tasks, assignments in a changing environment with competing priorities
  • Good written and verbal communication skills
  • High standards of ethics and integrity
  • Critical thinking
  • Ability to work as an effective member of a team

Education/Licenses/Professional Designations 

  • Pursuing Bachelor’s degree in Business, Finance, Project Management or Economics
  • Familiarity with general business operational processes

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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.

Job type:
Intern
Date posted:
2019-09-12T21:03:44Z
Location:
Horsham, Pennsylvania
Apply

Compliance Manager

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Position Overview

This position is responsible for leading and managing the preparation of rate/rule/form filings/marketing materials for submission to regulators. The Compliance Manager is responsible for coordinating with various departments on the filings related to the Company’s products to ensure they are done accordance with applicable laws, statutes, and regulations.  This role requires a subject matter expert who has extensive knowledge and experience in the requirements surrounding the filing and reviewing of life insurance related products with various state and federal regulators.  This position can be located in either our home office in Horsham, PA or the Hartford, CT area.  If located in CT, person will need to travel to Horsham, PA on a regular basis.

 

Responsibilities 

  • Manages a team that is responsible for the preparation and submission of rate, form, and other filings with varying regulators including state departments of insurance
  • Oversees the review of filing revisions for compliance with various state and federal laws and regulation
  • Monitors submitted filings and communicate any status changes or insurance department inquiries.
  • Collaborates with various departments to respond to inquiries of state departments of insurance
  • Coordinates with advertising, product management, product implementation and actuarial staff to ensure smooth and timely implementation of the new products
  • Drafts, as necessary, policy forms and other related forms with state departments of insurance
  • Interacts with state departments of insurance and actuarial staff to secure approval of new products
  • Reviews state’s submission requirements to determine necessary documentation required for the filing prepare and submit, via SERFF, all new forms, rates and rules filings in states
  • Participates in audits of our insurance program
  • Researches life insurance regulations and statutes both pending and enacted
  • Coordinates the support of home office departments by providing information regarding current and previously issued forms
  • 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 

  • Ability to research issues pertaining to state filing requirements
  • Strong attention to detail and ability
  • Excellent organizational skills with the ability to handle multiple tasks simultaneously
  • Excellent verbal and written communication skills
  • Must be a team player/contributor, and also have the ability to work independently
  • Proven proactive relationship builder
  • 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
  • 5-10 years of relevant experience
  • Strong knowledge of federal and state regulations pertaining to insurance and pertinent state insurance codes
  • Knowledge of life insurance and annuity products
  • Knowledge of the SERF filing system required

 

 Education/Licenses/Professional Designations 

  • Associate’s or Bachelor’s degree and relevant work experience

 

Salary Level = 22

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-08-26T20:11:11Z
Location:
Hartford, Connecticut
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Financial Management

Intern-Life Operations Financial Controls

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Position Overview

This position will assist in the on-going controls process within the different divisions of the Adviser & Client Services Department.

 

Responsibilities 

  • Identify and research issues that arise from analytics
  • Under general supervision, research accounting changes primarily for STAT
  • Maintain and complete analytical tools currently in Excel
  • Participate in series of on-going department initiatives 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
  • Performs other duties as assigned

 

 

 

Required Skills 

  • Ability to research and analyze accounting issues
  • Excellent organization skills
  • Ability to set priorities
  • Deadline-oriented
  • Ability to work in a team 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

Experience 

  • Experience working with Microsoft Office, especially Word and EXCEL
  • Experience working with Microsoft Access a plus

  

Education/Licenses/Professional Designations 

  • Working toward 4-year college degree in Accounting or Finance

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

For leadership roles in Penn Mutual, we believe these characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Intern
Date posted:
2020-01-17T20:50:57Z
Location:
Horsham, Pennsylvania
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Hornor, Townsend & Kent

Advisor Support & Business Development Consultant

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Position Overview

The HTK Advisor Support & Business Development Consultant provides proactive support to HTK’s registered representatives, as well as to the Managing Partners and Regional Directors.  The position focuses on dedicated training and support of the broker-dealer products, tools and services offered to advisors and recruiting/onboarding assistance to the Field Leadership so that more advisors join our broker-dealer.

 

 

Responsibilities

 

  • Support the development of HTK educational programs and training material.
  • Assess and prioritize the need for material so that multiple offices and audiences can leverage.
  • Create content in a variety of formats that can be leveraged by multiple stakeholders (i.e. presentations, written scripts, outlines for live training classes, teaching aides, etc.)
  • Deliver training as required – via web, live meeting, company events, recorded videos, etc.
  • Deliver producer support to help advisors take advantage of our products, tools and technology. Increase awareness and usage.
  • Seek feedback on advisor needs and participate in home office efforts to evolve our offerings and support.
  • Consult with Field Leaders on embedding HTK training and support into agency/regional efforts.
  • Support Field Leaders by servicing as member of team responsible for recruiting to the broker-dealer and on-boarding into the PML/HTK way of conducting business.
  • Support field staff, as required, to promote best practices in the local agencies/regions and support HTK registered reps from on-boarding through ongoing business processing/growth.
  • 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 

  • Demonstrated ability to create and deliver training content with presentation skills.
  • Strong written and verbal communication skills.
  • Excellent listening and follow-up skills.
  • Strong customer service orientation and focus on building strong relationships.
  • Highly collaborative, as successful candidate will work with home office associates, field personnel, management, and HTK’s product and technology partners.
  • Ability to defer own priorities for larger team priorities that may need more focus.
  • 5+ years’ financial services experience.
  • Background in life insurance a plus.
  • Understanding of financial advisors and/or broker-dealer products and tools preferred.

 

Education/Licenses/Professional Designations 

  • Series 7 required and 65/66 preferred.

 

Level = 21

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-11-11T18:51:08Z
Location:
Horsham, Pennsylvania
Apply

Independence Financial Network

Internal Wholesaler - Ohio Valley Regional Office

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Position Overview

The Internal Wholesaler/Internal Marketing Representative (“IMR”) is responsible for contributing to sales through producer 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 producers in his 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 producers, 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 Producer Support:

  • Conducts telemarketing activities with current and prospective producers that will generate sales activity.
  • Proactively develop business relationships with current and prospective producers to encourage new sales.
  • Increases the number of producers that do business with Penn Mutual as well as maximizes the sales potential from each producer contact.
  • Develops and follows-up on producer sales leads from a variety of sources including referrals from other associates, producers, Relationship Management, broker-dealer conferences, industry conferences or any other sources, as appropriate.
  • Provides ongoing service and support to producers.
  • 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 producers to schedule 1 on 1 appointments for field partners, as assigned, achieving weekly appointment goal for each field partner.
  • Prospects for potential new producers 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 producer phone calls to obtain appointments
  • Promotes sales seminars with producers and confirms attendance.
  • Conducts follow-up phone calls to schedule appointments with prospects and producers 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 producers 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 producer, 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 producer regarding status of case.
  • Retains and tracks illustrations and related sales results.
  • Creates and maintains updated database with current producer 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 

Skills & Abilities 

  • 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.

 

Required 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

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

  

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

 

Job type:
Full-Time/Regular
Date posted:
2020-01-17T15:57:35Z
Location:
Cincinnati, Ohio
Apply

Internal Wholesaler - Mid-Atlantic Regional Office

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Position Overview

The Internal Wholesaler/Internal Marketing Representative (“IMR”) is responsible for contributing to sales through producer 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 producers in his 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 producers, 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 Producer Support:

  • Conducts telemarketing activities with current and prospective producers that will generate sales activity.
  • Proactively develop business relationships with current and prospective producers to encourage new sales.
  • Increases the number of producers that do business with Penn Mutual as well as maximizes the sales potential from each producer contact.
  • Develops and follows-up on producer sales leads from a variety of sources including referrals from other associates, producers, Relationship Management, broker-dealer conferences, industry conferences or any other sources, as appropriate.
  • Provides ongoing service and support to producers.
  • 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 producers to schedule 1 on 1 appointments for field partners, as assigned, achieving weekly appointment goal for each field partner.
  • Prospects for potential new producers 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 producer phone calls to obtain appointments
  • Promotes sales seminars with producers and confirms attendance.
  • Conducts follow-up phone calls to schedule appointments with prospects and producers 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 producers 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 producer, 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 producer regarding status of case.
  • Retains and tracks illustrations and related sales results.
  • Creates and maintains updated database with current producer 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 

Skills & Abilities 

  • 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.

 

Required 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

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

  

For Leadership roles within Penn Mutual, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

 

Job type:
Full-Time/Regular
Date posted:
2020-01-17T15:55:59Z
Location:
Glen Rock, New Jersey
Apply

Life New Business Field Liaison Coordinator

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Position Overview

 

Field liaison supporting Life New Business and Advisers in the IFN Distribution channel. Provide services to advisers for overall support and to enhance our commitment to the Adviser/Client relationship.

 

Responsibilities 

 

  • Provide support and triage services to Advisers
  • Assist Advisers with field underwriting guidelines and expectations
  • Assist STAR Advisers as required
  • Effectively utilize systems such as SmartOffice and Insight to keep Advisers updated
  • Closely partners with Life New Business Relationship team to deliver an exceptional adviser 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 the RMD’s, RMS’s and IFN offices
  • 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 

  

  • 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

 

  

  • 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 Advisers
  • Understanding of underwriting requirements
  • Understanding of Age & Amount requirements
  • Familiar with the Underwriting and New Business process
  • Familiar with the STAR Adviser 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

 

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

 

 

 

Job type:
Full-Time/Regular
Date posted:
2020-01-06T16:17:41Z
Location:
Dallas, Texas
Apply

Information Management & Technology

Systems Assurance Associate

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Position Overview

The Systems Assurance Associate will create, execute and maintain deliverables for systems assurance initiatives. The role will focus on the execution and delivery of both manual and automated test responsibilities.  The Systems Assurance Associate supports all activities identified to deliver the team’s initiatives.

 

Responsibilities 

  • Learns all facets of the company’s business areas, their products, and the supporting technology environments
  • Builds effective working relationships with business and IM&T partners and support staff
  • Completes assignments in accordance with the defined schedules, tasks, and deliverables and with high quality
  • Executes and delivers validation deliverables in accordance with the software development process and procedures
  • Works with the team to develop and maintain standards for unit and integration-level tests that are developed alongside code deliverables
  • Executes and delivers test automation scripts in accordance with standards and best practices
  • Provides accurate work-effort estimates and status updates including the escalation of issues to management
  • Promotes and works with our business partners in supporting new system assurance and production control opportunities
  • 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 ability to take initiative, work independently and collaboratively
  • Understands quality assurance methodologies and industry “best practices”
  • Related subject matter expertise a plus
  • Knowledge of industry standard testing practices.
  • Excellent documentation skills
  • Excellent communication skills
  • Excellent organizational and planning skills
  • 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
  • 1-3 years of Systems Assurance related or other technical work experience
  • Experienced in understanding complete systems and their interfaces
  • Product knowledge a plus

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree preferred

 

Salary Level = 19

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

 

Job type:
Full-Time/Regular
Date posted:
2020-01-07T12:56:58Z
Location:
Horsham, Pennsylvania
Apply

Marketing

Creative Services Manager

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Position Overview 

The Creative Services Manager leads the Content Studio team comprised of internal designers, copywriters, and freelance design and copywriting resources for in-house produced content.  This role is responsible for providing creative direction and overseeing creative output, and will work closely with the Sr. Marketing Communications Manager to ensure alignment with Penn Mutual’s brand strategy and content guidelines.   

  

Responsibilities 

  • Provide all aspects of creative direction to the Content Studio in support of Penn Mutual’s strategy, branding and stakeholders across the Marketing & Communications and the business.
  • Manage a Content Studio team which is responsible for design, video, photography, writing, and editorial services
  • Lead all aspects of content creation including idea generation, and creative design and copywriting, for the Content Studio
  • Manage the Studio calendar and align and communicate dates cross-functionally with the larger Marketing and Communications Team
  • Manage Content Studio projects to stakeholder expectations and deadlines
  • Manage external relationships and resourcing that relates to in-house production
  • Responsible for instituting processes within the Content Studio, how the Content Studio works with the Marketing & Communications Department and other Penn Mutual Departments
  • Manage and coordinate the workflow of the Content Studio team efficiently and with transparency
  • Prospect outside design and writing talent to build up a freelance roster
  • Lead and develop a high performing team of Content Studio professionals
  • Partner with Director, Content Strategy and Brand Management on content strategy
  • Collaborate extensively across various areas of the Marketing & Communications Department
  • Other responsibilities may be assigned

Required Skills 

  • Exceptional written, oral, interpersonal and presentation skills
  • Excellent collaborator with other areas of Marketing
  • Navigates across the organization, and builds consensus across functions to achieve common goals
  • Good judgment and excellent decision making capabilities
  • Strong results orientation. Effectively prioritizes work and manages to deadlines
  • Excellent project management skills
  • Inspirational, empowering and coaching leadership style
  • The ability to effectively manage change and inspire others to embrace and adapt to change
  • Strong business acumen and the ability to quickly learn the insurance industry
  • Has strong imagination and demonstrates high creativity
  • Expert knowledge of design programs such as InDesign, Photoshop, Illustrator
  • Working knowledge of Muse, Work Flow, Premier Pro and After Effects
  • Curious learner; stays current with industry and design knowledge
  • Demonstrates keen interest in new techniques, design trends or software
  • Financial services copy/creative experience that includes creating print and digital content
  • Experience in helping to build and manage multi-faceted communications plans from inception through implementation
  • Experience working with outside vendors required
  • 5-7 years’ experience managing creative teams, either in-house or at an agency
  • Hands-on design experience
  • Experience in building and leading high-performing teams
  • Financial services industry experience a strong plus
  • Experience working on national brands a plus
  • Social media content creation experience a plus

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in Graphic Design, Marketing, Business Administration or other relevant discipline required; advanced degree a plus

 

Level = 21

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-11-18T18:20:48Z
Location:
Horsham, Pennsylvania
Apply

AVP/Director Marketing Communications

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Position Overview 

This role will be responsible for leading the ongoing delivery of an integrated strategy and plan for marketing communications in support of Penn Mutual’s corporate strategy, business plan and priorities.  The successful candidate will develop and deliver on the plans to promote, enhance, and protect Penn Mutual’s brand and reputation among industry and consumer audiences. Responsibilities include brand management, content strategy, marketing communications development, agency management and oversight of a Content Studio that supports various areas of Marketing & Communications with creative and content support.

 

Responsibilities 

  • Develop and implement an integrated marketing communications strategy to advance awareness of the Penn Mutual’s purpose, brand, and priorities internally and externally
  • Build and execute differentiated communications plans and messages targeting insurance advisers and consumers
  • Develop and maintain relationships with external resources to promote Penn Mutual’s brand identity and awareness
  • Work closely with the VP of Marketing & Communications to develop and implement annual marketing plans
  • Oversee the development and execution of Penn Mutual’s print and digital content strategies and creative developmement
  • Start up and oversee a Content Studio comprised of a team of designers, writers and external production resources
  • Research and analyze competitive positioning, target markets and key opportunities to develop strategic and tactical plans to grow the business. Work with Business Insights & Research team to identify the best targets
  • Manage the delivery of efficient media planning and buying in partnership with internal and external resources. Evaluate all channels to ensure optimal media mix
  • Identify external trends, challenges and opportunities facing Penn Mutual, and their implications for current strategies and plans. Partner with Senior Leadership to define and implements solutions to support/address
  • Lead and develop a high performing team of marketing communications professionals
  • Collaborate extensively across various areas of the Marketing & Communications Department
  • Other responsibilities may be assigned

Required Skills 

  • Exceptional written, oral, interpersonal and presentation skills
  • Strong professional presence and the ability to effectively work with executive leadership
  • Is able to effectively influence others, develop credibility and build relationships inside and outside the organization (executives, leaders, associates, external parties)
  • Excellent collaborator with other areas of Marketing and 3rd party resources
  • Navigates across the organization, and builds consensus across functions to achieve common goals
  • Good judgment and excellent decision making capabilities
  • Strong results orientation. Effectively prioritizes work and manages to deadlines
  • Excellent project management skills
  • Inspirational, empowering and coaching leadership style
  • The ability to effectively manage change and inspire others to embrace and adapt to change
  • Outstanding skills in working with external partners and agencies
  • Strong business acumen and the ability to quickly learn the insurance industry
  • Minimum of 10 years leadership experience in marketing communications, including branding, content strategy and design
  • Experience in building and leading high-performing teams, both internal and external
  • Must have experience managing best-in-class creative, digital, and media agency resources
  • Financial services industry experience a plus

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in Marketing, Business Administration or other relevant discipline required; advanced degree a plus

 

Level = 23/24

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-10-15T19:28:31Z
Location:
Horsham, Pennsylvania
Apply

Copywriter

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Position Overview 

The Copywriter partners with all areas of Marketing & Communications and internal business stakeholders to effectively communicate, position and promote Penn Mutual’s marketing programs, products and internal/external communications.  This position develops compelling and engaging content, materials and marketing plans across multiple audiences. 

 

Responsibilities 

  • Writes compelling, original, engaging and compliant content that is forward-thinking and aligned with brand personality and audience content consumption habits
  • Understands the organization’s diverse audiences and what resonates with them to develop content in a number of writing styles for a variety of audiences
  • Crafts copy for a range of materials such as social posts, blog stories, brochures, print ads, emails, website content, video scripts, and more
  • Experience in creating regular social media content that reflects a differentiated brand voice and story
  • Collaborates with writers, designers and video producers in the Content Studio, as well as with outside agency partners as needed
  • Ensures all content reflects the “voice” of Penn Mutual and follows our brand and style guidelines.
  • Involved in all elements of content creation, from brainstorming to final print production and deployment
  • Works closely and collaborates with business partners to help develop long-term and short-term material/content strategies and materials
  • Works closely with Compliance to ensure marketing materials meet regulatory requirements.
  • Builds and maintains strong, cooperative working relationships with a wide array of home office associates
  • Manages and supports special projects as assigned
  • Performs other duties as assigned

Required Skills 

  • Outstanding creative and technical writing ability
  • Can take complex ideas and translate them into simple, clear language that can be broadly understood by a wide audience of readers with extensive to no level of expertise
  • Able to think and write strategically while addressing and/or remaining cognizant of the tactical details
  • Excellent editing and proofreading skills
  • Proficient with Microsoft Office Word, Excel and Power Point
  • Excellent communication skills
  • Effective relationship, teamwork and communication skills
  • Excellent organizational, time management and project management skills
  • Keeps up with industry, marketing and communication trends
  • Willingness to learn new technologies and new marketing media
  • Quick, eager, curious and resourceful learner
  • 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+ years in a marketing communications content development position (at least 2 years as a primary writer)
  • Financial services copy/creative experience that includes creating print and digital content (life insurance and annuities a plus)
  • Diverse portfolio of work to demonstrate authored and edited content for both digital and print media. (Writing samples required)
  • Experience managing multiple projects with competing priorities in a fast-paced environment, with impeccable attention to detail
  • Experience in helping to build and manage multi-faceted communications plans from inception through implementation
  • Experience working with outside vendors a plus

 

Education/Licenses/Professional Designations 

  • BA or MA in English, Journalism, Communications, Creative and Technical Writing; or equivalent experience

 

Level = 21

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-10-15T15:31:38Z
Location:
Horsham, Pennsylvania
Apply

Sr. Graphic Designer

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Position Overview 

This role is part of Content Studio comprised of a team of designers, writers and media specialists that support to the various areas of Marketing & Communications to execute on Penn Mutual’s numerous field and home office corporate communications and marketing initiatives.   The Graphic Designer collaborates with the Manager, Content Studio and Senior Graphic Designers to ensure the integrity of the corporate brand, proper alignment with brand guidelines, and consist high quality of work. This includes having a working knowledge and understanding of the company, corporate brand, and company sponsorships.

 

Responsibilities 

  • Designs and manages projects from creation of initial concepts through design/layout to release of production-ready files
  • Develops images for a range of materials such as social posts, blog stories, brochures, print ads, emails, website content, video animations, and more
  • Works closely with project owners, vendors, and Senior Graphic Designers to prioritize day-to-day work and set up check points to ensure high quality control and project delivery in a timely manner
  • Collaborate with the Content Studio team, including writers, designers and video producers in the Content Studio, as well as with outside agency partners as needed on projects, ideas, designs, feedback
  • Ensures all content reflects the “voice” of Penn Mutual and follows our brand and style guidelines
  • Involved in all elements of content creation, from brainstorming to final production and deployment
  • Manage and update projects through a project management system
  • Performs other responsibilities as needed

Required Skills 

  • Has strong imagination and demonstrates high creativity
  • Demonstrates strong design/layout/production skills
  • Must be highly proficient in indesign, Photoshop, Illustrator
  • Must have intermediate to advanced knowledge of graphic design tools including web, workflow and content management applications
  • Extremely detail oriented & highly organized
  • Able to set priorities and works well under tight deadlines
  • Excellent communication/presentation skills
  • Works collaboratively with the entire Content Studio team and with various stakeholders across the organization
  • Curious learner; stays current with industry and design knowledge
  • Demonstrates keen interest in new techniques, design trends or software
  • 5-7 years’ experience in the graphic design field
  • Experience with print and online media design and advertising
  • Intermediate to advanced digital design experience

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree graphic design or related field

 

Level = 20

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-10-15T14:39:28Z
Location:
Horsham, Pennsylvania
Apply

Director Corporate Communications

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Position Overview 

This position provides a full range of corporate communications and public relations leadership to a variety of stakeholders including Penn Mutual’s executives, home and field office associates, boards, rating agencies, and regulatory organizations.  This is a hands-on role that requires a broad knowledge of communications and public relations coupled with the ability to build strong collaborative relationships and credibility with executive leaders and other stakeholders.

 

Responsibilities 

  • Manage all internal and external corporate communications, including public relations
  • Work closely with the Executive Team to craft communications to all audiences: customers (policyholders), home office associates, field office associates and advisers, board members, and regulatory bodies
  • Oversee all internal communications to the Home Office and Field to ensure clarity and connection of messages to the company strategy, priorities and culture
  • Develop a wide range of communications tactics, both formal and informal, including press releases, annual reports, newsletters, digital content, emails, speechwriting, videos and more
  • Proactively develop and maintain relationships with external institutions (media, industry, press, other) to promote Penn Mutual’s brand identity and awareness
  • Be the spokesperson and point person for external media relations
  • Work in partnership with other Marketing teams to differentiate Penn Mutual to B2B and B2C audiences
  • Lead and develop a high-performing team of internal and external communications professionals
  • Other responsibilities may be assigned

Required Skills 

  • Exceptional written, oral, interpersonal and presentation skills
  • Strong professional presence and the ability to effectively work with executive leadership
  • Ability to effectively influence others, develop credibility and build relationships inside and outside the organization (executives, leaders, associates, external parties)
  • Excellent collaborator with other areas of Marketing
  • Navigates across the organization, and builds consensus across functions to achieve common goals
  • Good judgment and excellent decision-making capabilities
  • Strong results orientation
  • Effectively prioritizes work and manages to deadlines
  • Excellent project management skills
  • Inspirational, empowering and coaching leadership style
  • Outstanding skills in working with external partners and agencies
  • Strong business acumen and the ability to quickly learn the insurance industry
  • Minimum of 10 years leadership experience in corporate communications, including internal/external communications and media/public relations
  • Track record of national media activity and placement
  • Must have a strong background in developing messages on behalf of a corporation and its executives
  • Experience in building and leading high-performing teams
  • Financial services industry experience a plus

 

Education/Licenses/Professional Designations 

  • Bachelor’s degree in Marketing, Journalism, Communications, Business Administration or other relevant discipline required; advanced degree a plus

 

Level = 23

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2019-10-15T14:16:29Z
Location:
Horsham, Pennsylvania
Apply

Penn Mutual Asset Management

Quantitative Portfolio Analyst

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Position Overview

We are looking for someone who is highly intelligent, loves the market, and has strong quantitative modeling background. He/she should have a strong analytical mind, great attention to details and intellectual curiosity about financial markets/investment ideas.

 

Penn Mutual Asset Management’s Investment Philosophy 

Investing is one of the company’s core-competencies as evidenced by our strong, long-term track record of absolute and relative performance.  Our current strong capital base has been bolstered over the years due to a focus on total return in addition to generating income to support the company’s products.  Our investment philosophy centers on a top-down and bottoms-up approach that looks to identify with relative value at the sector, industry, company, and security level.  We believe that relative value can only be made by having a fundamental understanding of the cause and effect relationships that impact an asset class or security.  Our mutual structure allows us to have a long-term focus and make the best long-term economic decisions for the company.  We operate in a total return environment; however we must constantly balance that against the needs and constraints of the liabilities that our investments support.

 

Penn Mutual Asset Management Team Member Expectations

Our success hinges on our team and our team’s ability to work together to achieve success.  We are looking for confident, innovative and driven individuals who have a collaborative style that can contribute to our winning culture.  We believe in open communication and the value of each individual’s opinion.  We operate in a meritocracy where ideas and opinions are evaluated based on merit alone.  As a result, portfolio decisions are influenced by the entire investment team and no one individual.  We strive for excellence every day by aiming high and pushing each other to our individual limits to achieve success. 

 

Responsibilities 

  • Build the quantitative infrastructure to facilitate better market monitoring (asset volatility, asset/sector correlation, curve, cycle of the market in history perspective, abnormal market activities, etc) , idea generation (read research, talk to other market participants, identify the best idea that fit company risk profile) , risk analysis (risk concentration, risk-reward profile, etc)
  • Translate data into presentable insights; Facilitate idea generation with in-depth analysis; Run quantitative analysis (stress testing, Monte Carlo analysis, VaR, derivative analysis, hedging strategies) to help generate/refine investment ideas
  • Work with a team to manage the variable annuity risk; Asset allocation and performance monitoring for pension and COLI accounts.
  • Good understanding of risk analytics, Apply stress testing, scenario analysis, Monte Carlo simulation to analyze the risk of the investment portfolio
  • Highly involved in general account and outside account portfolio management, generate/analyze ideas to use derivative to improve portfolio risk profile.
  • Generate standard and ad hoc reports that meet requirements and deliver such reports in a timely manner

Required Skills 

  • Good communication skills, both written and verbal
  • Demonstrated collaboration skills
  • Ability to work in a fast paced high energy environment, ability to work within a 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 of statistical analysis for financial data (model calibration, time series analysis, etc) is preferred
  • Interest in investments, CFA candidates preferred

 

Education/Licenses/Professional Designations

  • Masters Degree in Math, Statistics or other science and engineering degrees

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-01-17T16:50:27Z
Location:
Horsham, Pennsylvania
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Internal Sales &Business Development Associate

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About Penn Mutual Mutual Asset Management 

Penn Mutual Asset Management. LLC (“PMAM”) is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company.  PMAM is focused on risk-based institutional asset management, advisory and fund operation services.  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.  As of August 31, 2018, Penn Mutual Asset Management manages approximately $25b in client assets, all of which is managed on a discretionary basis. 

 

Position Overview 

The Internal Sales & Business Development Associate is a critical member of the PMAM team and is responsible for assisting with the development, implementation and management of the firm’s institutional sales efforts.  This is an opportunity to be a key member of a small team with access to senior team leaders and institutional clients. The primary role of the internal sales & business development associate is to drive sales by developing, cultivating and maintaining relationships with investment consultants, OCIOs, banks, family offices, RIAs and other institutional investors. The role requires the ability to engage multiple stakeholders and to work collaboratively with various PMAM associates in support of the firm’s distribution efforts. The successful candidate must achieve and maintain an expert knowledge of PMAM’s investment capabilities and client-focused services.

 

Responsibilities 

  • Collaborate with distribution to develop and implement a strategic plan to increase institutional sales growth
  • Lead prospecting activities to cultivate prospective clients via outbound calls and emails. Responsible for qualifying leads, scheduling meetings/calls and following up with all deliverables
  • Manage customer relationship management database (Salesforce) to maintain accurate records, tasks, deliverables and pipeline for all prospects and clients
  • Manage and utilize institutional investor databases
  • Work closely with the investment team to thoroughly understand our investment capabilities and present them effectively to our clients and prospects
  • Work closely with the marketing team to update and improve marketing materials
  • Coordinate with PMAM associates to ensure Request for Proposals (RFPs) and client questionnaires are completed and submitted on time
  • Provide ongoing service and support to distribution efforts
  • Prepare and partner with distribution and the investment team to ensure they are adequately prepared for all client/prospect meetings and finals presentations
  • Lead in the preparation of all presentations for clients and prospects including pre-finals discussions with prospects/consultants as well as coordinating all internal logistics – presentation materials, meeting logistics, rehearsals and follow-up post finals
  • Support investor relations by partnering with PMAM associates to provide all aspects of client service
  • 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 ability to build relationships and proactively generate sales leads
  • Experience with Salesforce or other customer relationship management (CRM) database software is a plus
  • Proficient in Excel, Word and PowerPoint
  • Knowledge of relationship management best practices
  • Strong project management and experience in managing multiple priorities, communicating progress and effectively tracking deliverables to completion
  • Well organized and focused
  • Excellent prioritization and time management skills
  • Excellent oral and written communication skills
  • Professional phone etiquette
  • Excellent analytical and problem solving skills
  • Strong presentation 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
  • Act as liaison with external customers and to project our reputation of credibility and competence
  • Ability to work effectively in a fast-paced, collaborative, team-oriented environment
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

Experience 

  • 1-5 years of experience in institutional sales/marketing of asset management products or institutional investor client service is preferred; equivalent experience may be considered
  • Sales/marketing or related experience specifically within financial services or other highly regulated industry is preferred
  • Understanding of financial products and markets is preferred
  • Proven track record of sales success or direct contribution to distribution efforts is preferred

 

Education/Licenses/Professional Designations

  • Bachelor’s Degree in Marketing, Finance or other related field required
  • FINRA Series 7, 66 preferred or obtained within 9 months
  • Interest and motivation in pursuing professional designations

 

All Associates Exemplify Our Penn Mutual/PMAM Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

For Leadership roles within Penn Mutual/PMAM, we believe the below characteristics are essential: 

Execution Focused – “Gets it done” and drives progress and results towards strategic objectives.

Strategic – “Sees the big picture and challenges boundaries,” takes risks and innovates to execute and advance Penn Mutual’s and PMAM’s strategies.

Authentic – “Keeps it real” and is principled, transparent, trustworthy and accountable.

Decisive – “Makes the call” and demonstrates courage, confidence and a bias for action.

Empowering – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

Influential – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

 

Penn Mutual/PMAM 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2020-01-17T16:40:38Z
Location:
Horsham, Pennsylvania
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Product Management

Product Systems Analyst

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Position Overview 

The Product Systems Analyst is responsible for the creation, testing, and maintenance of product-related calculation models. These include Excel spreadsheets and VPMS calculation models used to test illustration systems or administrative systems. This person is also responsible for assisting with any requirements and questions on these calculations for both new and inforce life and annuity products.

 

Responsibilities 

  • Become versed in Penn Mutual’s product line and how products are built in Penn Mutual’s systems
  • Master Penn Mutual’s admin and illustrations systems
  • Develop and maintain basic and moderately complex calculation models (Excel, VBA, VPMS, etc.) for life and annuity products and projects
  • Provide support to internal and external QAs, Developers, BAs, Customer Service, Sales Support, Pricing Actuaries, and others as needed
  • Provide support and test customized modifications on the life and annuity illustration systems
  • Perform bug verification, release testing, and beta support for assigned products; research problems discovered by QA to ensure that appropriate solutions are developed
  • Comply with all company and site policies and procedures
  • Remain current in profession and industry trends
  • Successfully complete regulatory and job training requirements
  • Perform other duties as assigned

Required Skills 

  • Analytical, technical, and programming skills
  • Ability to problem solve for design and debugging of product models
  • Strong data analysis and software testing skills
  • Strong customer focus
  • Intellectual curiosity and the aptitude and desire for continuous learning
  • Proven ability to take initiative, act with a sense of urgency and follow-through
  • Ability to work independently with minimal supervision
  • Proven ability to collaborate, build relationships, and resolve conflicts within the Product Management area and across company lines (with vendors)
  • Ability to make decisions, plan, multi-task, and prioritize work towards the achievement of personal and corporate objectives
  • Solid verbal and written communication skills
  • Basic knowledge of life insurance products preferred
  • 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
  • 2-4 years’ experience working in the life insurance/financial services industries (or related field), preferred
  • Experience in Advanced Excel concepts, including VBA
  • Experience in programming (ex: Java, C++)

 

Education/Licenses/Professional Designations 

  • Bachelor’s Degree preferably in Computer Science, Mathematics, or related discipline
Job type:
Full-Time/Regular
Date posted:
2020-01-06T21:34:44Z
Location:
Horsham, Pennsylvania
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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.

 

PRIMARY 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 

  • 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.
  • Preferred:
    • Actuarial internship
    • One exam towards the eventual 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 Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2018-05-23T16:29:44Z
Location:
Horsham, Pennsylvania
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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 luncheons including discussions with the Chief Actuary, SVP of Product Management, CFO, COO and CEO
  • Paid Housing
  • Department Information Sessions
  • Advanced Excel and Access training
  • Mentoring program

 

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

 

All Associates Exemplify Our Penn Mutual Values: 

Acting With Integrity—We have the conscious intention to do the right thing.

Respecting One Another—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships—We foster meaningful connections with others.

Sustaining Our Legacy—We are trusted guardians for what we promise.

A Shared Sense of Belonging—We evoke our place as part of a world that we influence and influences us.

 

 

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 and advance Penn Mutual’s 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 is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

Job type:
Full-Time/Regular
Date posted:
2015-09-30T19:46:33Z
Location:
Horsham, Pennsylvania
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.

The advantage of mutual strength

As a mutual company, we’re owned by our policyholders – not by stockholders. Our policyholders can count on us for life.

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