• PLEASE NOTE THAT THIS POSITION IS BEING OFFERED AS AN ONSITE, HYBRID OR FULLY REMOTE LOCATION ROLE ANYWHERE WITHIN THE CONTINENTAL UNITED STATES.

POSITION OVERVIEW 

The Field Case Designer provides illustrations, advance sales concepts, and marketing support to the financial professionals in order to increase life insurance and annuity sales.

POSITION EXPECTATIONS 

RESPONSIBILITIES 

• 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.
• Implements marketing program lead generation programs, and the development and organization of seminars and informational meetings.
• Participates in joint work opportunities where needed
• Monitors progress and measures advanced sales results
• Insures office has the most current versions of all marketing materials.
• 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

SKILLS & ABILITIES 

• Proficient in Microsoft Office Suite, Outlook, Internet and software applications, including illustrations, advanced sales software and proposals
• Strong communication skills (written & oral); and presentation skills
• Excellent planning and organizational skills and the ability to meet deadlines.
• 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 

• 3 or more years of experience in life insurance and other related advanced sales concepts

EDUCATION/LICENSES/PROFESSIONAL DESIGNATIONS 

• College degree required

ALL EMPLOYEES 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 EMPLOYEES, 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 

• Proficient in Microsoft Office Suite, Outlook, Internet and software applications, including illustrations, advanced sales software and proposals
• Strong communication skills (written & oral); and presentation skills
• Excellent planning and organizational skills and the ability to meet deadlines.
• 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.