PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Advisor Support & Business Development Director

Company: Penn Mutual Life Insurance
Location: Horsham
Posted on: October 19, 2020

Job Description:

Position Overview

The HTK Advisor Support & Business Development Director 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 broke-dealer and onboarding 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/projects 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



      • 7+ 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 = 22/23

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

          Horsham, US-PA

Keywords: Penn Mutual Life Insurance, Philadelphia , Advisor Support & Business Development Director, Executive , Horsham, Pennsylvania

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Vice President, Policies and Procedures
Description: We're looking for a candidate to fill this position in an exciting company. li Manage regulatory requirements program to complete and timely file new and existing regulatory obligations e.g., Form (more...)
Company: Morgan Stanley
Location: Baltimore
Posted on: 10/31/2020

Patient Care Director- RN Gastroenterology
Description: Patient Care Director- RN Gastroenterology Please provide a personal email and contact phone when submitting your resume Patient Care Director- RN Gastroenterology Nurse: Director
Company: Avidity Exchange LLC
Location: Columbia
Posted on: 10/31/2020

Materials Management & Technical Service Director
Description: Position Summary: The Materials Management Technical Services Director manages and oversees the Materials Management and Technical Services Departments operations, activities, staff, and workflow. Develops, (more...)
Company: Harford County Public Library
Location: Baltimore
Posted on: 10/31/2020


QA Manager
Description: We are looking for a Quality Assurance Manager to lead a team of Software Engineers in Testing who contribute to the success of our websites and mobile applications. The ideal candidate will be solid (more...)
Company: Onemain Financial
Location: Fulton
Posted on: 10/31/2020

QA Manager
Description: We are looking for a Quality Assurance Manager to lead a team of Software Engineers in Testing who contribute to the success of our websites and mobile applications. The ideal candidate will be solid (more...)
Company: Onemain Financial
Location: Baltimore
Posted on: 10/31/2020

11B Infantryman - Management Training
Description: The Infantry is the backbone of the Army. These Soldiers fill the literal boots on the ground who are responsible for taking or holding ground during any combat operation. You'll attack, repel, and capture (more...)
Company: Army National Guard
Location: Glen Burnie
Posted on: 10/31/2020

Manager of Case Management
Description: This role utilizes a broad range of skills, healthcare expertise and proficiency in complex case management will manage the care management program elements and staff of the team. Organize work groups, (more...)
Company: Jordan Search Consultants
Location: Baltimore
Posted on: 10/31/2020

Project Manager Intern- Express Scripts
Description: Looking for an internship program where you'll make a real difference --- rather than just completing busy work Then you've come to the right place. Cigna's Summer Internship Program is designed to assign (more...)
Company: Cigna
Location: Franklin Lakes
Posted on: 10/31/2020

QA Manager
Description: We are looking for a Quality Assurance Manager to lead a team of Software Engineers in Testing who contribute to the success of our websites and mobile applications. The ideal candidate will be solid (more...)
Company: Onemain Financial
Location: Perry Hall
Posted on: 10/31/2020

Assistant Tire Service Manager
Description: Description: Tire Business names Service Tire Truck Centers as one of the best Tire Companies to work for in the United States in 2019. STTC offers an excellent benefit package, very competitive pay, (more...)
Company: Service Tire Truck Center Inc.
Location: Halethorpe
Posted on: 10/31/2020

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Philadelphia RSS job feeds