External Wholesaler; Tampa​/Orlando

Job Description:

** Candidate

Note:

This is a remote position; however, we are specifically seeking candidates located in the Tampa or Orlando, Florida area.

We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President.

As a RMD, you’ll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a “second line field leader,” this employee is a “master in the craft” as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional objectives.

• Prospects and profiles for independent, targeted life insurance financial professionals who regularly write life insurance as part of their practice with life insurance sales representing 30% to 50% of their business.
• Achieves annual financial professional recruiting goal completing due diligence process and ensuring new recruits have are in good standing with FINRA and the state life insurance department.
• Continues to enhance productivity of new recruits increasing their Penn Mutual life insurance production year over year.

• Coaches’ life insurance financial professionals utilizing advanced marketing concepts to accelerate the growth of their practice, diversify into new markets, expand or transition their business.
• Contributes to channel fluidity by supporting and encouraging independent financial professionals to move within PML distribution channels to facilitate the growth of their business.

• Achieves or exceeds individual LWP sales and goals working toward balanced product mix through sales concepts, case design and advanced marketing concepts in the individual and business markets
• Contributes to and/or participates in company pilots or special initiatives upon request.

• Actively engages in up to 20 weekly faces to face meetings with quality financial professionals and/or small group to promote PML’s value proposition, sales solutions, marketing concepts and life insurance products.
• Conducts regional marketing or study group meetings with independent financial professionals to facilitate practice management and promote the PML value proposition and innovative sales solutions and competitive products.
• Willing to participate in joint appointments as insurance specialist with financial professionals, as appropriate.
• Maintains efficient rotations creating territory zones and geographic density of appointments.
• Works within assigned T & E budget.

• Involved in recommending case designs and illustrations.
• Utilize compliant company generated marketing and advanced case sales solutions and competitive edge in solicitation of PML product and sales opportunities.
• Actively promotes company’s marketing programs, such as, WORTH and Financial Professional Alliance.
• Able to facilitate a potential life insurance case from concept and design to placement providing field underwriting as appropriate.

• Ensures suitability of the sale in meeting client need as presented by financial professional.
• Follows FINRA regulations for cash and non-cash incentives and/or entertainment in conducting business with independent financial professionals.
• Works within budget allocating travel and expense budgets to DSM and RSDs for effective and…