Internal Marketing Representative

Job Description:

We are seeking a dynamic Internal Marketing Representative (IMR) to join our 1847 Financial team and play a key role in driving sales and fostering strong relationships. In this position, you will be responsible for building and nurturing connections with both internal stakeholders and Financial Professionals (FPs).

As an IMR, you will collaborate closely with the field sales team, acting as a vital liaison between the field and the home office. Your efforts will be crucial in supporting sales initiatives, streamlining communication, and ensuring alignment between the team and key business functions.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities

Recruiting and Adviser Support

• Conducts sales activities with current and prospective advisers that will generate sales activity
• Proactively develops business relationships with current and prospective advisers to encourage new sales

Outbound and Inbound Sales Calls

• Answers inbound calls from advisers in all channels
• Monitors Life Sales Desk Mailbox and respond to inquiries from the field

Marketing

• Manages all marketing activities in assigned regions to maximize field sales activity
• Provides illustration support reflecting benefits of sales concept.
• Works with field partner or home office marketing associates to coordinate various promotional events
• Supports company-driven projects (i.e., product launches)

Company, Product and Technical Knowledge

• Learns Penn Mutual’s mutual structure, financial stability and industry rating
• Learns FINRA and insurance regulations as well as company compliance guidelines and adheres to same
• Learns 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 recommends 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 activity and report sales results
• Remains current on case status, proactively communicating with adviser regarding status of case
• Creates and maintains updated database with current adviser information

Analyzes sales activity and results upon request

• 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

Skills and Abilities

• Ability to build relationships
• Solid understanding of effective territory management
• Basic-intermediate understanding of life insurance products, the insurance industry, the financial marketplace, its terminology
• Excellent written and verbal communication skills
• Good presentation skills
• Ability to work well independently and collaboratively as part of a sales team
• Excellent organizational skills and demonstrated ability to handle a variety of tasks under tight deadlines
• Ability to work in a fast paced, high-energy environment, have a positive attitude, be willing to learn and grow, and execute tasks in a timely and professional manner
• Proficient in Microsoft Office Suite applications and mapping software
• Learns new skills to become more proficient in role
• Demonstrated ability to make process/procedure improvement suggestions
• Ability to work up to 6:30 PM EST as needed to provide sales support in different time zones in the US

Education & Experience

• Bachelor's Degree required
• 1-3 years of related experience in the sales and marketing of insurance products; equivalent experience may be considered required
• FINRA Series 6 or 7 and Series 63 registrations desired, or ability to obtain in 6 months required
• Life insurance license required or ability to obtain in 6 months required

Base Salary Range - $72,000 - $80,000

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

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.