Job Description:
The Sales Assistant provides proactive administrative, operational, reporting and project support to the Vice President, Strategic Distribution and the Assistant Vice President of IFN Operations. This fast-paced role helps advance distribution priorities by supporting team coordination, field engagement, sales and operations initiatives, reporting processes, database management and technology-enabled workflow improvements. The role requires strong organization, attention to detail, sound judgment and the ability to manage multiple priorities while helping teams operate efficiently and effectively.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
- Provide proactive administrative, operational, reporting and project support to the Vice President, Strategic Distribution, the Assistant Vice President of IFN Operations and their respective teams.
- Support marketing activities, meetings and events that advance distribution priorities and strengthen engagement with internal and field partners.
- Manage and maintain multiple databases to support distribution operations, reporting, business tracking and team initiatives.
- Identify and support new reporting opportunities while maintaining existing reporting processes, leveraging AI and emerging technologies to improve efficiency, accuracy and scalability.
- Contribute to distribution-focused projects that support sales enablement, operational effectiveness, process improvement and cross-functional business priorities.
- Assist with planning, organizing and executing IFN Channel and regional initiatives related to financial professional onboarding, sales support and service delivery.
- Prepare polished PowerPoint presentations and related materials that support leadership updates, meetings, field engagement and distribution initiatives.
- Coordinate travel arrangements and prepare, submit and track related expenses in support of leadership and distribution business needs.
- Manage and coordinate schedules for the distribution team and field offices, including national and local meetings, study group opportunities and related field engagement activities.
- Coordinate staff and department meetings, including agendas, minutes, presentation materials and speaker support to ensure effective preparation and follow-through.
- Process vendor payments and coordinate with key vendor partners to support department needs and ensure timely follow-through.
- Plan, organize and support department events, meetings and engagement activities.
- Support onboarding for new employees and role or team changes for existing team members.
- Participate in departmental projects and provide flexible support for evolving business needs across sales, operations and distribution.
Skills and Abilities
- Strong attention to detail, with a commitment to high-quality work.
- Excellent project management skills, with the ability to organize work, track deliverables and support multiple initiatives simultaneously.
- Ability to work independently with minimal direction while exercising sound judgment and appropriate follow-through.
- Proven ability to take initiative, act with urgency and follow through on commitments.
- Strong organizational and planning skills with the ability to manage competing priorities, shifting timelines and multiple stakeholders.
- Strong problem-solving skills and confidence identifying opportunities to improve processes, reporting and team workflows.
- Demonstrated ability to collaborate, build relationships and communicate effectively with leaders, employees, field partners and cross-functional teams.
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint and Outlook, with advanced PowerPoint skills required and the ability to learn and apply new technologies.
- Strong understanding of AI tools and capabilities, with a willingness to learn how to build and apply AI agents to support reporting, workflow improvement and distribution operations.
- General understanding of life insurance products and the distribution of life insurance and annuity solutions, with a willingness to deepen product and industry knowledge.
- Ability to obtain appropriate licenses or professional designations as needed to support future business needs.
- Proficiency in managing multiple CRM or business databases, with the ability to maintain data quality, improve workflows and support reporting needs.
Education
- High school diploma or equivalent required.
- Bachelor’s degree preferred.
Experience
- Financial services industry experience preferred.
- Five to seven years of relevant administrative, operational, sales support or financial services experience preferred.
Base Salary Range - $70,000 - $80,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
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.
