Advisor Support & Business Development Consultant

Penn Mutual Life Insurance    Horsham, PA
Job Description

Position Overview

The HTK Advisor Support & Business Development Consultant provides proactive support to HTK’s registered representatives, as well as to the Managing Partners and Regional Directors. The position focuses on dedicated training and support of the broker-dealer products, tools and services offered to advisors and recruiting/onboarding assistance to the Field Leadership so that more advisors join our broker-dealer.


Responsibilities


  • Support the development of HTK educational programs and training material.
  • Assess and prioritize the need for material so that multiple offices and audiences can leverage.
  • Create content in a variety of formats that can be leveraged by multiple stakeholders (i.e. presentations, written scripts, outlines for live training classes, teaching aides, etc.)
  • Deliver training as required – via web, live meeting, company events, recorded videos, etc.
  • Deliver producer support to help advisors take advantage of our products, tools and technology. Increase awareness and usage.
  • Seek feedback on advisor needs and participate in home office efforts to evolve our offerings and support.
  • Consult with Field Leaders on embedding HTK training and support into agency/regional efforts.
  • Support Field Leaders by servicing as member of team responsible for recruiting to the broker-dealer and on-boarding into the PML/HTK way of conducting business.
  • Support field staff, as required, to promote best practices in the local agencies/regions and support HTK registered reps from on-boarding through ongoing business processing/growth.
  • Carries out duties in compliance with all state and federal regulations and guidelines.
  • 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
  • Demonstrated ability to create and deliver training content with presentation skills.
  • Strong written and verbal communication skills.
  • Excellent listening and follow-up skills.
  • Strong customer service orientation and focus on building strong relationships.
  • Highly collaborative, as successful candidate will work with home office associates, field personnel, management, and HTK’s product and technology partners.
  • Ability to defer own priorities for larger team priorities that may need more focus.


Required Experience
  • 5+ years’ financial services experience.
  • Background in life insurance a plus.
  • Understanding of financial advisors and/or broker-dealer products and tools preferred.

Education/Licenses/Professional Designations

  • Series 7 required and 65/66 preferred.

Level = 21


All Associates 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. Drives progress and results towards strategic objectives.

Strategic–Sees the big picture. Challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

Authentic–Keeps it real. Is principled, transparent, trustworthy and accountable.

Decisive – Makes the call. Demonstrates courage, confidence and a bias for action.

Empowering – Develops people. Sets clear expectations, delegates effectively and encourages risk taking.

Influential – Sets the tone. 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 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.

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 advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.


Tue, 12 Nov 2019 06:46:58 GMT

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