💼 Employment Type: Full-Time
📍 Location: Remote (U.S.)
💬 Job Overview
Penn Mutual is hiring a remote Service Professional to support its network of Financial Professionals and their clients. In this role, you’ll become the compassionate voice that helps guide customers through questions, policy updates, and sometimes emotionally difficult moments.
You’ll handle inbound calls, provide clear answers, navigate multiple systems, and ensure each client feels heard, supported, and cared for.This role is ideal for someone who loves customer service but wants to work in a structured, professional financial-services environment. You’ll learn life insurance and annuity products, manage service requests, and collaborate with a team focused on delivering best-in-class support. If you thrive in a calm, problem-solving role where empathy matters just as much as accuracy, this is a strong remote opportunity.
📋 Key Responsibilities
Serve as a compassionate and professional voice for clients and Financial Professionals.
Provide emotional support during challenging situations and deliver solutions to meet current and future needs.
Manage inbound calls and answer questions regarding life insurance or annuity products.
Research and resolve inquiries by navigating multiple systems and documenting details accurately.
Process routine financial and non-financial transactions.
Advocate for clients by identifying needs and ensuring concerns are addressed promptly.
Maintain accuracy, meet SLAs, and adhere to team metrics.
Identify process improvements and contribute ideas for customer experience enhancements.
Participate in training, stay current on industry trends, and complete required certifications.
Work collaboratively across teams and take ownership of each interaction.
🧩 Requirements
High school diploma required; bachelor’s degree preferred.
At least 1+ year of contact-center or customer-service experience.
Experience with life insurance or a Series 6 license is a plus.
Strong communication skills—empathetic, clear, and confident.
Ability to navigate multiple systems and multitask in a fast-paced environment.
Excellent problem-solving and analytical skills.
Organized, detail-oriented, and comfortable working under pressure.
Team-oriented with willingness to learn, adapt, and embrace change.
✨ Why You’ll Love This Job
This role offers a blend of mission-driven service, stability, and financial-industry growth. Penn Mutual values flexibility, allowing you to choose whether you work fully remote or hybrid based on preference. You’ll receive strong training, supportive leadership, competitive pay, and the chance to become knowledgeable in insurance products—skills that open doors for long-term advancement in financial services. If you love meaningful service and want a career path rather than just a call-center job, this is a standout opportunity.
🌟 Who This Job Is Perfect For
Empathetic communicators who genuinely enjoy helping people through difficult moments.
Remote-work seekers who want full-time stability with strong training.
Individuals looking to break into or grow within the life insurance/financial services space.
Problem-solvers who stay calm, organized, and confident under pressure.
Candidates who thrive in structured roles with metrics, processes, and clear expectations.
🏢 About the Company
Penn Mutual is a 175-year-old life insurance company dedicated to helping individuals, families, and businesses build long-term financial strength. They partner with Financial Professionals across the U.S., offering life insurance, annuities, wealth management, and investment solutions. Penn Mutual fosters a workplace culture of care, respect, belonging, and integrity—with equal-opportunity practices and a hybrid-friendly work model designed to support work-life balance.
🚀 How to Apply
You’ll be redirected to Penn Mutual’s official careers page to submit your application.
