POSITION OVERVIEW
This individual will have management oversight and business ownership of the ongoing strategy and implementation of practice development programs at the national level across Penn Mutual’s distribution channels. Leading a team of practice development consultants with a strong understanding of field operations and dynamics and advanced practice management principles, this individual will lead the design, build and delivery of a value proposition that provides enhanced support to top Financial Professionals, team-based practices and field leadership.
RESPONSIBILITIES
- Evaluates and develops practice development and business management training materials and workshops
- Manages and leads team of 3 Practice Development Consultants aligned with Penn Mutual’s distribution channels
- Drives strategic business planning process related to practice development in partnership with regional and field leadership
- Drives and enhances team and field leadership expertise through thought leadership and the build & distribution of industry best practices
- Conducts field classes, workshops and one-on-one training in field offices
- Works with experienced Financial Professionals and Financial Professional teams, in tandem with their field leaders, on business development strategies to take their businesses to the next level
- Enhances and executes Financial Professional succession, continuity and practice acquisition programs
- Partners with distribution leadership and regional support organizations to ensure clear and consistent messaging & communication relative to strategy, goals and expectations
- Performs various other related activities and special projects as required in meeting department and/or corporate objectives
- 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
Required Skills
- Ability to collaborate and interact effectively with field leaders and Financial Professionals
- Comprehensive understanding of a financial services culture
- Ability to be an effective team player and gain cooperation and commitment from others outside the normal span of control
- Easily builds relationships, works well in a team and collaborates across functional, business and reporting lines
- Has high integrity and excellent judgment; takes personal accountability and expects the same from others
- Brings a high-level of energy, enthusiasm and a spirit of fun in all aspects of the job
- Excellent communicator who uses varied techniques to craft messages/presentations to reach audiences effectively and to instill confidence and commitment
- Strong presentation skills and skills-based training
- Ability to do independent work by planning and prioritizing work towards the achievement of personal and corporate objectives
- Value, promote and act with integrity
- Demonstrates coaching and consultative expertise
- Talent identification, development and retention
- 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
- 10+ years related experience within the insurance and/or broker-dealer industry
- Prior sales/field management experience preferred
- Strong knowledge of adviser practices and field office organizations
- Experience in delivering practice management solutions
- Active in industry organizations such as GAMA, AALU, LIMRA, MDRT, NAIFA
EDUCATION/LICENSES/PROFESSIONAL DESIGNATIONS
- Bachelor's Degree
- MBA or equivalent, preferred
- Professional designations such as LUTCF, CLU, ChFC and CFP a plus
SALARY LEVEL = 24
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 helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s 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.