POSITION OVERVIEW:

The Assistant Regional Vice President plays an important role in supporting the Regional Vice President in overall leadership and direction for a Regional Office to deliver a full value commitment to financial professionals in the markets in which we operate, promote corporate initiatives, support consistent messaging, and drive sales to a profitable Independence Financial Network.  This position will cover our California Region.

RESPONSIBILITIES: 

• Recruits, selects, and manages financial professionals who seek a direct relationship with Penn Mutual
• Selects, manages, and leads a skilled staff in Regional Office
• Trains and develops current Regional Marketing Directors/Regional Marketing Specialists
• Negotiates and realizes production commitments from direct relationships with insurance based financial professionals
• Supports the region and helps to lead a “virtual” organization while being consistent with overall IFN/Penn Mutual strategy
• Supports and directs team to engage on Penn Mutual/IFN corporate initiatives
• Develops and sustains consistent, lasting business relationships
• Provides full Value Commitment to financial professionals in the affluent markets
• Plans, organizes, and prioritizes work to accomplish production objectives
• Formulates and packages sales concepts in peak markets
• Complies with all company and site policies and procedures
• Remains current in profession and industry trends
• Successfully completes regulatory and job training requirements
• Performs other duties as assigned
• Ability to manage and work remotely

Required Skills

SKILLS & ABILITIES:

• Strong communicator (verbal, written, and platform) as well as a good listener
• Personally can prepare illustrations and presentations using industry / PML software
• Strong skills at point of sale
• Understands large case underwriting and packaging
• Utilizes Microsoft office software (Word, PowerPoint, etc.)
• Understands and uses contact management / Agency Management System (AMS)
• User of the Internet / company e-mail system
• 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

Required Experience

EXPERIENCE: 

• Minimum 5 years successful sales experience with variable life and annuity products
• A successful record of recruiting, selecting, and mentoring field leaders
• Successful experience and expertise in needs-based sales in the business, estate, and affluent marketplace
• Success in developing lead generation opportunities for the affluent markets
• Former successes not based solely on product, underwriting, or producer compensation
• Well-versed in the features / benefits of all life insurance products
• Distribution experience with Broker/Dealers and Registered Reps
• Knowledge about competitor’s products as well as Penn Mutual’s products
• Compliance and Market Conduct sales supervisory experience

EDUCATION/LICENSES/PROFESSIONAL DESIGNATIONS:

• Bachelor’s degree preferred
• CLU, ChFC, or CFP
• FINRA Series 7 and Series 24

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.

A SHARED SENSE OF BELONGING—We evoke our place as part of a world that we influence and influences us.

FOR LEADERSHIP ROLES WITHIN PENN MUTUAL, WE BELIEVE THE BELOW CHARACTERISTICS ARE ESSENTIAL: 

EXECUTION FOCUSED – “Gets it done” and drives progress and results towards strategic objectives.

STRATEGIC – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

AUTHENTIC – “Keeps it real” and is principled, transparent, trustworthy and accountable.

DECISIVE – “Makes the call” and demonstrates courage, confidence and a bias for action.

EMPOWERING – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

INFLUENTIAL – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions.

PENN MUTUAL IS COMMITTED TO EQUAL EMPLOYMENT OPPORTUNITY (EEO). WE PROVIDE EMPLOYMENT AND ADVANCEMENT OPPORTUNITIES TO ALL QUALIFIED APPLICANTS AND ASSOCIATES, ACCORDING TO APPLICABLE LAWS. THIS IS REFLECTED IN OUR PRACTICES FOR HIRING, PLACEMENT, PROMOTION, TRANSFER, DEMOTION, LAYOFF, TERMINATION, RECRUITMENT, COMPENSATION, SELECTION OR TRAINING, AND ALL OTHER TERMS AND CONDITIONS OF EMPLOYMENT. ALL EMPLOYMENT-RELATED DECISIONS AND PRACTICES ARE FREE FROM UNLAWFUL DISCRIMINATION. THIS INCLUDES: RACE, CREED, COLOR, NATIONAL ORIGIN, ANCESTRY, CITIZENSHIP AGE, GENDER (INCLUDING PREGNANCY), SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, DOMESTIC PARTNERSHIP OR CIVIL UNION STATUS, MARITAL STATUS, GENETIC INFORMATION, DISABILITY, RELIGIOUS OBSERVANCE OR PRACTICE, LIABILITY, VETERAN STATUS OR ANY OTHER CLASSIFICATION PROTECTED UNDER APPLICABLE LAW.

LEADERS MAY, AT THEIR DISCRETION, CHANGE THE RESPONSIBILITIES IN THIS POSITION DESCRIPTION AT ANY TIME DUE TO REASONABLE ACCOMMODATION AND/OR OTHER BUSINESS REASONS.

ABOUT THE PENN MUTUAL LIFE INSURANCE COMPANY:

Penn Mutual is committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted financial professionals, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.

SKILLS & ABILITIES:

• Strong communicator (verbal, written, and platform) as well as a good listener
• Personally can prepare illustrations and presentations using industry / PML software
• Strong skills at point of sale
• Understands large case underwriting and packaging
• Utilizes Microsoft office software (Word, PowerPoint, etc.)
• Understands and uses contact management / Agency Management System (AMS)
• User of the Internet / company e-mail system
• 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