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.
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