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Penn Mutual.

Internal Marketing Representative (Insurance & Financial Services)

Penn Mutual. - Woodstock, GA

The Internal Marketing Representative (“IMR”) is responsible for contributing to sales through adviser 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 advisers 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 advisers, 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.

This position will be located in Woodstock, GA.


Recruiting and Adviser Support

Conducts telemarketing activities with current and prospective producers that will generate sales activity.

Proactively develop business relationships with current and prospective advisers to encourage new sales.

Increases the number of advisers that do business with Penn Mutual as well as maximizes the sales potential from each adviser contact.

Develops and follows-up on adviser 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 advisers.

Follows up scheduled meetings of field partner(s) and provides information as requested.

Outbound and Inbound Phone Calls

Generates daily appointments by proactively calling prospects and existing adviser to schedule 1 on 1 appointments for field partners, as assigned, achieving weekly appointment goal for each field partner.

Prospects for potential new advisers 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 adviser phone calls to obtain appointments

Promotes sales seminars with advisers and confirms attendance.

Conducts follow-up phone calls to schedule appointments with prospects and advisers before and after seminars, broker-dealer meetings, and regional meetings.


Manages all marketing activities in assigned regions to maximize field sales activity.

Develops sales ideas to share with advisers 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 adviser, 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 adviser regarding status of case.

Retains and tracks illustrations and related sales results.

Creates and maintains updated database with current adviser information.

Analyzes sales activity and results upon request.

Provides weekly sales reports and reviews results during team meetings.

Required Experience

Three to five years of related experience in the sales and marketing of insurance products; equivalent experience may be considered

Bachelor’s degree required

FINRA Series 6 or 7 and 63 is a plus or working to obtain

Life insurance license required

Willing to obtain industry certifications, such as, CLU, and/or ChFC

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.

Qualified to work in the United States for any employer without sponsorship

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.

4 days 17 hours ago

Penn Mutual.


Internal Marketing Representative (Insurance & Financial Services) Penn Mutual. - Woodstock, GA, United States


Location: Woodstock, GA

Company Profile:
Since 1847, we have been driven to create a world of possibilities—one individual, one family and one small business at a time. We help people do more in life by creating solutions that deliver the complete value of life insurance across life's stages, complemented by annuities and investment products.