Practice Development Specialist (Dallas)Penn Mutual Life Insurance • Dallas, TX, United States

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Practice Development Specialist (Dallas)

Penn Mutual Life Insurance • Dallas, TX, United States

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Practice Development Specialist

The Practice Development Specialist leads the firm's financial professional onboarding, training, and practice development efforts. This role will assist firm leaders with efforts to grow, provide services to Financial Professionals for overall support and enhance our commitment to the Financial Professionals' Client relationship.

Candidate Note : This role is a Hybrid role which will require an in-office presence in the Dallas area. Responsibilities

Liaise with broker-dealer, firm leadership, and vendors to deliver and coordinate support for FPs with investments and other broker-dealer business, including brokerage, third-party asset managers, mutual funds, and variable products (life / annuity)
Support new and existing financial professionals with broker-dealer systems and processes training to deliver an exceptional financial professional experience
Team with firm leadership and broker-dealer transition team to provide direct support to new financial professionals during their transition to the firm
Responsible for developing and coordinating training opportunities and schedule for the firm; including protection products (insurance), investments, and practice development programs
Work with financial professionals to improve and grow their businesses by providing support in areas such as teaming, succession planning, and business continuity
Serve as a resource and direct questions to the appropriate enterprise support groups.

Skills and Abilities

Ability to work with others in a collaborative team environment

Demonstrates initiative, self-motivation and excellent organizational skills, ability to set priorities, work under pressure, and meet deadlines

Ability to communicate effectively in both verbal and written form

Adaptable to a changing environment and flexibility around work assignments

Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process / procedure improvement

Strong attention to details

Education

Bachelor's Degree required

FINRA licensing required (7 / 66 or 6 / 63)

Experience

5-7 years strong financial services industry experience required; preferably with a broker-dealer or comprehensive financial planning practice.

Familiarity and experience with Broker-Dealer business processes (systems, processes etc.) required

History of developing lasting relationships with Financial Professionals

Successfully managed working in a hybrid work environment; comfort working others via virtual meetings and telephone

Salary Range - $100,000 - $125,000

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.

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Development Specialist • Dallas, TX, United States