Vice President, Sales – CAS
Julie Davis joined Penn Mutual in 2017 as regional vice president, responsible for working with field leadership to support the growth and development of the Career Agency System (CAS). She became vice president, sales-CAS in October of 2018. Her current role includes overseeing field leadership development, strategic planning and sales growth of Penn Mutual’s 20+ field offices across the country.
Julie got her start in the industry in 2000 as an financial professional and was coached by her general agent to focus her efforts on recruiting. In 2001, she was officially named a recruiting director for Genworth Financial, and has headed financial professional recruiting at firms including New England Financial, Allegiant Wealth Management, and MassMutual, where she worked as an agency recruiting director, supporting 26 firms before becoming regional vice president.
Julie holds FINRA Series 7 and 24 licenses. A member of GAMA and AALU, she is a passionate advocate of the industry and a strong supporter of veteran organizations. Julie’s outgoing nature may be a result of moving 36 times before she entered the 9th grade.
A resident of Dallas, Julie enjoys traveling the world with her husband Brent, going to the movies, and spending time with friends.