Annuity / Life Product Marketing Manager

Penn Mutual   •  

Horsham, PA

Industry: Accounting, Finance & Insurance


Less than 5 years

Posted 42 days ago


  • Utilizes strong product and industry knowledge and understanding of competitive trends to help determine marketing strategies and positioning.
  • Works closely with the sales desks, field management and wholesalers to help understand training and marketing material needs.
  • Works with team to develop adviser and client facing product materials that promote a deeper understanding of product features and benefits.
  • Partners with Product Management to identify and document field marketing needs and support (such as competitive analysis, case studies, etc.).
  • Develops product marketing materials, trainings and field communications to support product and illustration changes.
  • Develops product and sales concept presentations with a focus on field leaders, advisers and sales support- coordinate with internal stakeholders.
  • Ongoing study and understanding of our product portfolio and how it fits into our marketing strategy and long-term business objectives.
  • Partner with team members and other departments such as field offices, Compliance, the sales desks, product trainers and corporate marketing by responding to requests, providing feedback and offering consultative advice.
  • Develop and maintain strong internal relationships to understand the sales process and gain insights and feedback.
  • Acts as a resource to other areas in the company, especially the sales desk, wholesalers/trainers and field leaders.
  • Completes regulatory and job training requirements and complies with all company and site policies and procedures.
  • Performs other duties as assigned.

Required Skills

  • Ability to work with others in a collaborative team environment.
  • Ability to stay positive and productive working in a fast paced environment with tight deadlines
  • Strong work ethic, commitment to excellence and proven ability to take ownership of assignments and projects.
  • Ability to adapt quickly to change.
  • Strong project management skills.
  • Strong organizational and time management discipline.
  • Strong attention to detail.
  • Strong influencing and collaboration skills.
  • Self-starter with the ability to work independently.
  • Proficiency in Microsoft Word, Excel and PowerPoint.
  • Strong problem solving skills.
  • Excellent communication skills (oral and written) and attentive listening skills.
  • Analytic, logical and creative thinking.
  • Willingness to learn new skills and make suggestions for process/procedure improvement.

Required Experience

  • A minimum of 3 years related experience or an equivalent combination of education and work experience.
  • Financial services industry and product-marketing experience required – annuity and/or life insurance experience preferred.
  • Demonstrated experience in helping to develop and execute marketing plans.

Education/Licenses/Professional Designations

  • Bachelor’s Degree or equivalent work experience.