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Sustaining Our Legacy—we are trusted guardians for what we promise. Ability to work with others in a collaborative team environment. Logs all calls into the Service Now (CRM) and provide routine follow-up, for calls not closed on first contact or escalated. 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 provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. Increases the number of financial professional that do business with Penn Mutual as well as maximizes the sales potential from each financial professionals contact. Ability to work independently being intrinsically motivated with a high level of stamina. Plays lead role in the development and administration of sales contests. 12 Penn Mutual Life Insurance Union jobs available in Philadelphia, PA on Indeed.com. We have competitive benefits available including insurance, retirement, and pension plans along with very attractive rewards and recognition. Considered a “second line field leader,” this associate is a “master in his craft” as represented by his expertise in practice management to enable a financial professional to start, grow, or transition his practice depending on his experience in the business and his professional objective. Comply with Penn Mutual’s policies and procedures. Documents system updates, new product coding and testing, Responsible for reporting process – streamline, improve and augment process as necessary, Maintains appropriate controls on the reporting process to ensure accuracy of reserves, Produces billings, checks results for accuracy, Maintains system including any version updates, tests and documents results, Develops model for testing reserves, cash values, and dividends from various systems, Assists in development of design specifications for various systems, Provides projections from MG-ALFA for forecasts and other modeling projects. Assist Managing Partner with the management and business operations of the agency. 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. We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. Develops sales ideas to share with financial professionals as well as provides illustration support reflecting benefits of sales concept. We use cookies on this website to help operate our site and for analytics purposes. It offers a full range of comprehensive solutions for retirement, estate and business planning, and income protection. If applicable, partners with their Internal Marketing Representative (“IMR”) to achieve goals. Follows up scheduled meetings of field partner(s) and provides information as requested. For more on how we use cookies and your cookie choices, go here!By continuing to use our services, you are giving us your consent to use Acting With Integrity—we have the conscious intention to do the right thing. Penn Mutual Asset Management is committed to serving the institutional marketplace by offering fixed income investment solutions and client-focused services The information being provided is strictly as a courtesy. Creates and maintains updated database with current financial professionals information. This position will be located in Cincinnati, OH and you will be working for our locally known agency 21st Century Financial. Follows up with all tickets not created from a phone calls within SLA and assign to a second level tech if needed. Influential – Sets the tone. Works to develop a true partnership between the field and the home office openly but positively discussing challenges understanding that the home office and field are on the same team; actively works to help develop and maintain a “we” versus “us versus them” mentality between the field and the home office. Basic software knowledge including but not limited to Microsoft Internet explorer, Chrome and office 2003, 2007, 2010, 2013 and 2016, Unlocking accounts and change passwords in MS active directory. Authentic–Keeps it real. Tracks weekly appointment activity and report sales results; maintains records documenting status of appointments and sales results. Working towards a degree with a major/concentration in Actuarial Science, Mathematics or a related discipline. Please contact us at (225) 953-7657 for licensing or registration information. 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. Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. Assists financial professionals with the design of their cases, which includes illustration preparation, use of advance sales concepts, and insuring that all appropriate marketing materials are available for the sale. Experience in Case Design and Illustrations, Ability to triage Financial Professionals, Understanding of underwriting requirements, Understanding of Age & Amount requirements, Familiar with the Underwriting and New Business process, Familiar with the STAR Financial Professionals process, Ability to screen questions and direct questions to appropriate individuals/groups. Our policyholders can count on us for life. Listens and encourages suggestions, improvements, concerns, innovations from others. Has in-depth working knowledge of practice management knowledge on how to start up, grow or transition a financial professionals business. All such records are the property of Penn Mutual. Maintain all necessary insurance licenses and the appropriate designation as a general securities principal through FINRA. 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. Prepare journal vouchers and accounting classifications, and complete associated account reconciliations, Participate in processes to ensure accuracy and completeness of financial records, Prepare and analyze internal and external ad hoc financial requests, Interpret financial data and/or results for users and may offer recommendations to management, Support internal and external audit requests, Provide information to support Management, Regulatory, and GAAP reporting, May be required to keep apprised of the changing accounting and regulatory landscape through research of technical guidance; assist in documenting and informing management of potential impacts, Document business processes and identify controls and deficiencies in business processes, Quarterly accruals for insurance companies, Intercompany accounting and reconciliations between Penn Mutual and affiliates, Complete regulatory financial filings on a quarterly basis, Complete annual filings, including “Blue Books” and regulatory filings, Strong data analysis skills including the ability to work with pivot tables, advanced formulas and modeling, Ability to effectively communicate and present information (written and verbal) clearly, consistently and accurately, Strong critical thinking and problem solving skills, Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines, Ability to work collaboratively in a team environment, Experience working in the life insurance industry is a strong plus, 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, 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, Applicant must currently have lived in the greater Cincinnati area for three years or more, 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, 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. Marketing preferred or equivalent work experience Series 6 and Series 63 registrations required, FINRA Series preferred! 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