Business Development Intern

Job Description:

Summary

We are looking for a Business Development Intern to join our team! This is a 12-month paid, fully remote, internship where you will provide administrative and prospecting support to the Business Development team, with a primary focus on advisor research, outreach preparation, and appointment scheduling. This role offers hands‑on exposure to advisor recruiting, relationship development, and professional services business growth.

You will work closely with Business Development Directors (BDD) and firm team members, participating in prospecting activities and business development initiatives, while building a strong foundation in financial services. This role is ideal for candidates motivated by networking, mentorship, and long‑term career growth.

Key Responsibilities

• Assist with advisor prospecting and list building using approved databases and LinkedIn
• Support outreach preparation, including tracking responses and maintaining prospect notes
• Schedule and confirm appointments for introductory advisor conversations
• Maintain accurate records of activity in tracking tools and spreadsheets
• Conduct basic advisor research (firm affiliation, location, years in practice)
• Help organize follow‑up workflows and ensure timely handoffs to the BDD
• Support special projects related to recruiting campaigns or events as needed

Qualifications

• Currently pursuing a Bachelor’s degree in Finance, Business, Economics, Marketing, or a related field; Junior or Senior standing preferred (or recent graduate).
• Strong interest in a career in wealth management or financial advising
• Strong organizational and communication skills

• Confident making outbound calls with working knowledge of LinkedIn, spreadsheets, and basic CRM or tracking systems

• Detail‑oriented and reliable with follow‑through
• Interest in business development, sales, finance, marketing, or professional services
• Ability to communicate professionally with advisors and internal stakeholders

Salary Range: $20 -$25 per hour

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.