Life Product & Concept Wholesaler

Penn Mutual-posted about 1 month ago
Full-time • Mid Level
Remote • Philadelphia, PA
1,001-5,000 employees
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We’re seeking a Product & Concept Wholesaler to partner with Financial Professionals and Field Leaders at 1847Financial in driving awareness and understanding of Penn Mutual’s core life insurance products and sales concepts. This role plays a key part in supporting sales growth through proactive, structured training and consultative support. The ideal candidate will bring deep expertise in Penn Mutual’s product suite and sales strategies and will serve as a trusted resource to the field. Additionally, this individual will gather and analyze market intelligence on competitive products and concepts to help shape differentiated positioning and go-to-market strategies. Candidate Note: This is a remote position that requires up to 75% travel.

  • Work closely with Financial Professionals and Field Leaders to devise product / concept training requirements, strategies and curricula
  • Create and deliver in-person training, webinars, conference calls and 1-1 instruction to promote Penn Mutual products, services and competitive advantages
  • Serve as a guest speaker and/or subject matter expert for meetings, conferences and third-party events as needed
  • Assist field leaders in the 1847Financial System to build strong relationships with new and existing Financial Professionals.
  • Develop expert knowledge and proficiency in utilizing company tools and resources, e.g., illustration software, company website, etc.
  • Facilitate or arrange for subject matter experts (SMEs) from the Home Office to serve as instructors or presenters in training programs.
  • Develop and enhance personal product, industry, competitive and financial market knowledge to maximize value delivered to Financial Professionals and Field Leaders
  • Support strategic marketing and sales initiatives as needed
  • Coordinate schedules, logistics and the production / distribution of training materials as necessary
  • Gather and report participant feedback from training delivery.
  • Measure and report changes in Financial Professional activity / production post training
  • Provide insights from the field to the Home Office regarding where to improve (e.g., Product, Distribution, Marketing, etc.)
  • Aid in the assessment and selection of local Field Trainer positions in our 1847Financial System
  • Strong platform delivery skills – In-person, live online, phone
  • Demonstrates in-depth knowledge of Penn Mutual’s suite of annuity insurance products and supporting concepts
  • Expert with illustration – concepts, process and tools
  • Exceptional communication skills - oral, written and interpersonal
  • Able to aggregate and present product information and concepts for maximum learner retention
  • Strong analytical and problem solving skills
  • Strong computer skills including Microsoft Office applications
  • Highly self-motivated and detail-oriented
  • Ability to travel (75% of the time)
  • Bachelor's Degree required
  • Expert knowledge of life insurance products and sales concepts required and FINRA Series 6 & 63 (or must be obtained within 9 months of hire date) required
  • 5-10 years of experience delivering in-person training to Advisors or Financial Professionals required
  • Demonstrated track record of building strong relationships with Advisers, Field Leaders and Home Office stakeholders
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