Internal Marketing Representative

📌 Core Information

🔹 Job Title: Internal Marketing Representative

🔹 Company: Penn Mutual

🔹 Location: Remote - United States

🔹 Job Type: Full-Time

🔹 Category: Insurance

🔹 Date Posted: June 5, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

🚀 Job Overview

Key aspects of this role include:

• Contributing to sales through financial professional recruiting and telemarketing
• Providing product, illustration, marketing, and sales support
• Working in partnership with the field sales team to achieve recruiting and sales goals
• Developing and maintaining relationships with financial professionals in the region

ASSUMPTION: This role requires strong communication skills, sales experience, and knowledge of the insurance industry. It involves a significant amount of outreach and relationship-building with financial professionals.

📋 Key Responsibilities

✅ Conduct telemarketing activities with current and prospective financial professionals to generate sales activity

✅ Proactively develop business relationships with current and prospective financial professionals to encourage new sales

✅ Increase the number of financial professionals that do business with Penn Mutual and maximize the sales potential from each financial professional contact

✅ Develop and follow-up on sales leads from various sources

✅ Provide ongoing service and support to financial professionals

✅ Manage all marketing activities in assigned regions to maximize field sales activity

✅ Develop sales ideas to share with financial professionals and provide illustration support

✅ Work with field partners or home office marketing associates to coordinate promotional events

✅ Track weekly appointment activity, report sales results, and maintain records

✅ Stay current on case status and communicate with financial professionals regarding status of cases

✅ Retain and track illustrations and related sales results

✅ Create and maintain updated database with current financial professional’s information

✅ Analyze sales activity and results upon request and provide weekly sales reports

ASSUMPTION: This role requires a high level of organization, time management, and multitasking skills to effectively manage multiple responsibilities and maintain strong relationships with financial professionals.

🎯 Required Qualifications

Education: Bachelor's Degree required

Experience: 3-5+ years of related experience in the sales and marketing of insurance products; equivalent experience may be considered

Required Skills:

• Proven track record of sales success or direct contribution to sales team
• Ability to work with others in a collaborative team environment

Preferred Skills:

• FINRA Series 6 or 7 and Series 63 registrations
• Life insurance license

ASSUMPTION: While not explicitly stated, it is assumed that candidates should have strong communication, interpersonal, and active listening skills to effectively engage with financial professionals and contribute to sales goals.

💰 Compensation & Benefits

Salary Range: $60,000 + bonus (base salary of $60,000 + variable based on monthly commission)

Benefits:

• Competitive benefits package (details not provided)

Working Hours: Full-time, with a flexible, hybrid approach to work. Empowered to choose where to work best, balancing personal and professional life.

ASSUMPTION: The salary range provided is the base salary plus bonus, with the base salary being $60,000. The variable component is based on monthly commission. The benefits package is assumed to be competitive but not specified.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance, specifically life insurance and annuities

Company Size: 1,001-5,000 employees (according to LinkedIn)

Founded: 1847

Company Description:

• For over 175 years, Penn Mutual has empowered individuals, families, and businesses on the journey to achieve their financial goals
• Through partnerships with Financial Professionals across the U.S., Penn Mutual helps instill the confidence and reliability that comes from a stronger financial future
• Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services, including life insurance, annuities, wealth management, and institutional asset management

Company Specialties:

• Life Insurance and Annuities

Company Website: www.pennmutual.com

ASSUMPTION: Penn Mutual is a well-established insurance company with a strong focus on life insurance and annuities. They prioritize partnerships with Financial Professionals to help clients achieve their financial goals.

📊 Role Analysis

Career Level: Mid-level, with 3-5+ years of experience required

Reporting Structure: This role reports to the field sales team, including Regional Directors, Regional Marketing Directors, or Regional Marketing Specialists, as assigned

Work Arrangement: Hybrid, with a flexible approach to work. Employees can choose where they work best, balancing personal and professional life

Growth Opportunities:

• Potential for career advancement within the sales and marketing department
• Opportunities to develop and maintain relationships with financial professionals, leading to increased sales and career growth
• Possibility to expand product knowledge and expertise within the insurance industry

ASSUMPTION: This role offers opportunities for career growth and development within the sales and marketing department, as well as the chance to expand product knowledge and expertise.

🌍 Location & Work Environment

Office Type: Remote, with a flexible, hybrid approach to work

Office Location(s): Remote - United States

Geographic Context:

• This role can be performed remotely from anywhere in the United States
• The role requires frequent communication with financial professionals across the country
• The company is headquartered in Horsham, PA, with approximately 1,000-5,000 employees

Work Schedule: Full-time, with a flexible approach to work. Employees can choose where they work best, balancing personal and professional life

ASSUMPTION: This role offers a flexible, hybrid work arrangement, allowing employees to choose where they work best, balancing personal and professional life.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the hiring manager
• In-person or virtual interview with the field sales team
• Background check and reference check
• Job offer

Key Assessment Areas:

• Sales skills and experience
• Communication and interpersonal skills
• Product knowledge and industry understanding
• Time management and organizational skills

Application Tips:

• Highlight relevant sales experience and achievements in your resume
• Tailor your cover letter to demonstrate your understanding of the role and your fit with Penn Mutual's company culture
• Prepare for behavioral and situational interview questions focused on sales, communication, and problem-solving skills

ATS Keywords: Sales, telemarketing, financial professionals, recruiting, marketing, product support, illustration, sales tracking, customer service, relationship management, collaboration, communication, lead generation, appointment scheduling, case design support, regulatory knowledge, data analysis

ASSUMPTION: The application process for this role is typical for a sales position within the insurance industry. Applicants should be prepared to demonstrate their sales skills, industry knowledge, and cultural fit with Penn Mutual.

🛠️ Tools & Technologies

• CRM software (e.g., Salesforce, Microsoft Dynamics 365)
• Sales enablement tools (e.g., Showpad, Seismic)
• Communication and collaboration tools (e.g., Microsoft Teams, Slack)
• Product illustration and case design software (e.g., LifePro, iPipeline)

ASSUMPTION: This role requires the use of various tools and technologies to effectively manage sales activities, communicate with financial professionals, and provide product support.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Expertise
• Collaboration
• Innovation
• Empowerment

Work Style:

• Collaborative and team-oriented
• Results-driven and goal-focused
• Adaptable and responsive to change
• Strong communication and interpersonal skills

Self-Assessment Questions:

• Do you have a proven track record of sales success or direct contribution to a sales team?
• Are you comfortable working in a collaborative team environment and managing multiple responsibilities?
• Do you have strong communication, interpersonal, and active listening skills?
• Are you adaptable and responsive to change, with a results-driven and goal-focused mindset?

ASSUMPTION: Penn Mutual values a collaborative, results-driven, and adaptable work environment. Candidates should assess their fit with these values and work style preferences before applying.

⚠️ Potential Challenges

• Managing a high volume of outreach and relationship-building activities with financial professionals
• Balancing multiple responsibilities and maintaining strong relationships with financial professionals
• Adapting to a flexible, hybrid work arrangement and maintaining productivity
• Keeping up with industry regulations and product updates

ASSUMPTION: This role presents challenges related to managing a high volume of outreach, balancing multiple responsibilities, and adapting to a flexible work arrangement. Candidates should be prepared to address these challenges and demonstrate their ability to manage their time and priorities effectively.

📈 Similar Roles Comparison

• This role differs from other internal marketing representative positions in that it requires a strong focus on telemarketing and financial professional support, rather than external marketing or branding efforts
• Within the insurance industry, this role is similar to other internal wholesaler or internal marketing representative positions, with a focus on sales, marketing, and product support
• Career paths for this role may include advancement to senior internal marketing representative, regional marketing director, or other sales and marketing leadership positions

ASSUMPTION: This role is unique in its focus on telemarketing and financial professional support, but similar to other internal marketing representative positions within the insurance industry. Career paths may include advancement to sales and marketing leadership positions.

📝 Sample Projects

• Developing and executing a regional marketing campaign to generate new sales leads
• Creating and maintaining a comprehensive database of financial professionals, including contact information, sales history, and marketing preferences
• Providing product and illustration support for a complex case design, requiring strong technical knowledge and attention to detail

ASSUMPTION: Sample projects for this role may include marketing campaign development, database management, and complex case design support, requiring strong technical knowledge and attention to detail.

❓ Key Questions to Ask During Interview

• Can you describe the typical sales cycle for this role and how it aligns with the field sales team's activities?
• How does the company support the professional development and growth of internal marketing representatives?
• What is the company's approach to work-life balance, given the flexible, hybrid work arrangement?
• How does the company measure the success of internal marketing representatives, and what are the key performance indicators (KPIs) for this role?
• What is the company's strategy for expanding its product offerings and staying competitive in the insurance industry?

ASSUMPTION: Candidates should ask thoughtful questions during the interview process to demonstrate their interest in the role and gain a better understanding of the company's culture, expectations, and growth opportunities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the following link: https://pennmutual.wd1.myworkdayjobs.com/_penn-careers/job/Remote---United-States/Internal-Marketing-Representative_R-100375
• Tailor your resume to highlight relevant sales experience, achievements, and skills
• Write a cover letter that demonstrates your understanding of the role and your fit with Penn Mutual's company culture
• Prepare for behavioral and situational interview questions focused on sales, communication, and problem-solving skills
• Follow up with the hiring manager one week after submitting your application to confirm receipt and express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.