Financial Services Intern

Job Description:

The 1847Financial intern will play a vital role in providing exceptional service to our Financial Professionals and their clients. Our associates own the relationship with our valued Financial Professionals and customers and have the rewarding responsibility of shaping the image of Penn Mutual. Responsibilities include being a compassionate voice and problem solver for our Financial Professionals and their Clients.
Responsibilities

• Compassionate voice and problem solver for our Financial Professionals and their Clients leading to best in class service.
• Empathetically listen to Financial Professionals and their clients concerns, providing
• Serve as a dedicated advocate for policyholders, understanding their unique needs and advocating on their behalf within the organization to ensure their concerns are addressed promptly and efficiently
• Handle simple to more complex in-bound calls from our FPs and answer questions regarding life or annuity product and/or servicing needs
• Investigate and follow up on basic or routine questions/issues to resolve concerns in an accurate and timely manner
• Accept ownership of the interaction and provide a high caliber of service and follow-through
• Escalate more complex issues as appropriate
• Comply with all company and site policies and procedures
• Responsible for adherence to the company’s framework of internal controls
• Work collaboratively and may participate on project teams
• Identify, recommend and implement ongoing process improvements
• Perform various other related duties, assignments and special projects as assigned
• Complies with all company and site policies and procedures
• Remains current in profession and industry trends
• Successfully completes regulatory and job training requirements
• Performs other duties as assigned

Skills and Abilities

• A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone
• Ability to comprehend and articulate information
• Execute with urgency and professionalism
• Ability to navigate multiple systems and resources
• Excellent analytical and organizational skills with attention to detail
• Excellent communication skills, both verbal and written, required
• Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
• Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended
• Willingness and ability to work under pressure and meet deadlines
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
• Ability to work with others in a collaborative team environment

Education

• H.S. Diploma or Equivalent Required

hourly rate of $22 an 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.