Business Development Director
Company: Penn Mutual Life Insurance
Location: Kansas City
Posted on: April 28, 2024
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Job Description:
The Business Development Director is a key role in the
1847Financial office and is responsible for providing a full range
of marketing expertise, support and leadership to the 1847Financial
field office to help drive strong sales results.Weve embraced a
flexible, hybrid approach to work. Based on your role and personal
preference, we empower you to choose where you work best. This
model allows you to balance your life and bring your whole self to
work.ResponsibilitiesAssist Managing Principal with the management
and business operations of the firm.Work with management team and
individual financial professionals 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 Principal in maintaining the
records the firm under the Managing Principals 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.Provide a line of communication between the
Penn Mutual home office and financial professionals associated with
the firm including financial professionals recruited by the
Business Development Director as well as financial professionals
assigned by Penn Mutual to the firm for supervision.Comply with all
applicable governmental requirements affecting Manager, the office
staff, and financial professionals associated with Business
Development Director that relate to activities pursuant to this
agreement.Notify the home office of Penn Mutual immediately of
circumstances of which the Business Development Director has become
aware that could give rise to legal proceedings on behalf of or
against Penn Mutual.It is understood and agreed that the Business
Development Director shall undertake the sale of any Penn Mutual
product with variable accumulation and benefit provisions only
where the Business Development Director is registered with FINRA as
a representative of HTK. No compensation shall be payable to
Business Development Director pursuant to this agreement for the
sale of any variable product absent compliance with the provisions
of this subsection.Perform other duties of a supervisory nature
that may be assigned to Business Development Director by Managing
Principal.Must act in full compliance with all laws and regulations
applicable to the business.Ensures the firm's and Penn Mutual brand
guidelines are consistently met.Supports firm community involvement
and sponsorship activities.Plays lead role in the development and
administration of sales contests.Comply with Penn Mutuals rules,
regulations, policies and procedures.Remains current in profession
and industry trends.Successfully completes regulatory and job
training requirements.Performs other duties as assigned.Required
SkillsSkills and AbilitiesAchieves Results. Demonstrates the
ability to help financial professionals 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 financial professional role and how an agency
operates.Firm Strategy. Demonstrates a solid understanding of the
overall business strategy of the firm to execute on plans to help
move the business forward.Relationship Building and Collaboration.
Engages senior firm leadership and collaborates with others to
drive marketing programs. Builds trust, credibility and
demonstrates strong self-confidence and leadership
qualities.Influence. Influences financial professionals 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.Required
ExperienceEducationBachelor's Degree Business Administration or
Marketing preferred or equivalent work experience.
PreferredExperience2-5 years experience in a similar role. Required
andLife Insurance industry experience a strong plus. Required
andSolid 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 financial professionals and marketing
campaigns. RequiredPenn Mutual helps people become stronger. Our
expertly crafted life insurance is vital to long-term financial
health and strengthens peoples ability to enjoy every day. Working
with our trusted network of financial professionals, we take the
long view, building customized solutions for individuals, their
families, and their businesses. Penn Mutual supports its financial
professionals with retirement and investment services through its
wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member
FINRA/SIPC. The Business Development Director Compensation Plan is
primarily incentive-based and is composed of salary, incentive
compensation and overrides on the production of financial
professionals in the Business Development Directors unit.#hpby
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Keywords: Penn Mutual Life Insurance, Olathe , Business Development Director, Executive , Kansas City, Kansas
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