Business Development Representative connecting businesses with Google Cloud solutions. Engaging clients and driving business growth through strategic sales outreach in the Spanish market.
About the role
- Business Development Director for 1847Financial office, driving sales and recruiting efforts while ensuring compliance with financial standards.
Responsibilities
- Plays a critical role in driving sales growth and recruiting efforts for the 1847Financial office
- Recruit and select financial professionals who seek a closely affiliated relationship with Penn Mutual and HTK
- Work with firm management team and individual financial professionals to develop sales concept guidance, client presentations, and special documents
- Stay well-versed in the features and benefits of Penn Mutual life and annuity products, applicable illustration software, and the HTK platform
- Maintain all necessary insurance licenses and the appropriate designation as a general securities principal through FINRA
- Develop and achieve annual recruiting and sales goals, subject to review and approval of the 1847Financial leadership
- Provide a line of communication between the Penn Mutual and HTK home office and financial professionals associated with the firm
- Ensures the firm's and Penn Mutual brand guidelines are consistently met
- Remains current in profession and industry trends
Requirements
- Bachelor's Degree Business Administration or Marketing preferred or equivalent work experience
- 5-7 years' experience required in similar role
- Life Insurance industry experience required
- Wealth Management industry experience required
- Must have technical understanding of life, annuity and wealth management products and sales concepts, technology, related tax laws and state regulations
- Knowledge of the business units and operations of Penn Mutual and the retail sales process of financial professionals and marketing campaigns.
Benefits
- Flexible, hybrid approach to work
- Community involvement and sponsorship activities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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