Position Overview
The role of Sales Assistant will provide a full range of administrative and project support to the Vice President of Advanced Sales and Director of IFN Operations. This fast-paced role will keep these teams on track with strong project management, program support and handle essential administrative details to keep the teams running smoothly.
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 general administrative support to the Vice President, Advanced Sales and Director of IFN Operations as well as staff members of the Advanced Sales Team.
- Provide a full range of support to marketing activities and events of Advanced Sales including podcasts, seminars and meetings.
- Administer, maintain and track continuing (CE) courses and materials relating to advanced sales concepts and products.
- Assist with organizing and executing on projects for the IFN Channel and Regions related to financial professional onboarding, sales support and service.
- Prepare PowerPoint presentations.
- Handle travel arrangements along with preparing and submitting travel expenses.
- Manage and coordinate schedules.
- Coordinate staff meetings and department meetings, including agendas, minutes and organizing PowerPoint slides and any other needs of speakers.
- Process vendor payments and interface with key vendors for the department.
- Organize department events.
- Support the on-boarding of new employees and changes for existing team members.
- Participate in and support departmental projects.
Required Skills
- Strong attention to detail, with a commitment to high quality work.
- Excellent project management skills.
- Able to work independently with minimal direction and supervision.
- Proven ability to take initiative, act with a sense of urgency and follow through.
- Strong organizational and planning skills and the ability to manage multiple conflicting deadlines
- Strong problem solving skills.
- Demonstrated ability to collaborate and build relationships and interface with leaders and employees across the organization.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint (Advanced Skills required) and Microsoft Outlook).
- Proven ability to take initiative, act with a sense of urgency and follow through.
Required Experience
Education
- H.S. Diploma or Equivalent Required
- Bachelor's Degree Preferred
Experience
- Financial services industry experience Preferred
- 5-7 Years
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC
Base Salary Range - $60,000 - $80,000