ACE Financial Professional Support Specialist

Our associates own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Penn Mutual. We are looking for motivated and qualified candidates to grow with our team. The role involves a high level of financial professional interaction, through our digital client adviser based service model. The individual should enjoy working in a dynamic, fast-paced team environment, and have a passion for service delivery and a focus on building relationships.

Responsibilities

• Be able to work an evening shift
• Provide support for the innovative Accelerated Client Experience and InSight and document problems, engage the IM&T when appropriate, and test solutions
• Train field office staff and financial professionals in using the inventive Accelerated Client Experience
• Demonstrate QA support for system upgrades, bug fixes and testing of new processes
• Provide support for systems upgrades, bug fixes, and testing of new processes
• Develop, document, and communicate new uses of the tools to end users. Use the corporate tracking system to document support calls
• Work with leadership team to develop business processes and service standards
• Comply with all company and site policies and procedures
• Remain current in profession and industry trends
• Successfully complete regulatory and job training requirements
• Perform other duties as assigned

• Excellent technology and communication skills, both verbal and written
• Strong financial professional focus while creating a positive impression of Penn Mutual
• Ability to work with others in a collaborative team environment
• Knowledge of sales concepts
• Ability to research issues within the company
• Exceptional analytical and organizational skills with attention to detail
• A customer service attitude that translates professionalism and confidence
• Understanding of life products, riders and benefits and the ability to follow and communicate product rules when processing requests
• Willingness and ability to work under pressure and meet deadlines
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
• Ability to work with others in a collaborative team environment

2+ years in the financial services industry

Education/Licenses/Professional Designations

Bachelor's Degree or equivalent experience

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.

Salary Range - $49,500 - $73,000