Internal Marketing Representative
3 days ago
Description
• The Internal Wholesaler (Internal Marketing Representative -"IMR") is responsible for contributing to sales through financial professional recruiting, telemarketing, and providing product, illustration, marketing and sales support. • The IMR must develop and maintain a thorough familiarity with all aspects of the assigned regions. • This position will also function as a liaison between the field and the home office. • Recruiting and Financial Professional Support: Conducts telemarketing activities with current and prospective financial professionals that will generate sales activity. • Outbound and Inbound Telemarketing: Generates daily appointments by proactively calling prospects and existing financial professionals to schedule 1 on 1 appointments for field partners. • Marketing: Manages all marketing activities in assigned regions to maximize field sales activity. • Company, Product and Technical Knowledge: Obtains required knowledge regarding Penn Mutual’s mutual structure, financial stability and industry ratings. • Sales Tracking, Sales Analysis, Recordkeeping and Reporting: Tracks weekly appointment activity and report sales results.
Requirements
• Bachelor's Degree Required • FINRA Series 6 or 7 and Series 63 registrations Required • Life insurance license Required • Three to five years of related experience in the sales and marketing of insurance products; equivalent experience may be considered Required
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