Hybrid Business Development Director

Posted 2 months ago

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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

Business Development Director

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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