As the Head of Sales Development for Wholesaling & Sales Desk at Penn Mutual, Jeffrey Borrowman plays a pivotal role in enhancing the capabilities of Financial Professionals and Field Leaders within the Career Agency System. With a strong focus on driving sales growth, Jeffrey is...
As the Head of Sales Development for Wholesaling & Sales Desk at Penn Mutual, Jeffrey Borrowman plays a pivotal role in enhancing the capabilities of Financial Professionals and Field Leaders within the Career Agency System. With a strong focus on driving sales growth, Jeffrey is dedicated to building awareness and knowledge around Penn Mutual's core Life Products and Sales Concepts. His expertise in financial planning, investments, and estate planning enables him to deliver structured, proactive training and sales support that empowers professionals to effectively meet their clients' needs.
Jeffrey's current initiatives include the development of innovative training programs that not only educate but also inspire Financial Professionals to leverage their skills in financial advisory and retirement planning. By fostering a collaborative environment, he encourages the sharing of best practices and strategies that lead to enhanced sales performance. His deep understanding of the financial services landscape, combined with his commitment to excellence, positions him as a key resource for those looking to navigate the complexities of securities and mutual funds.
In addition to his training efforts, Jeffrey actively engages in key projects aimed at refining sales processes and improving client interactions. His strategic approach to wholesaling ensures that Financial Professionals are equipped with the tools and knowledge necessary to succeed in a competitive market. Through his leadership, Penn Mutual continues to strengthen its reputation as a trusted partner in financial services, helping clients achieve their financial goals with confidence.
