Sales Assistant

Penn Mutual • Philadelphia, PA

1d • $70,000 - $80,000 • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• Financial services industry experience preferred.
• Five to seven years of relevant administrative, operational, sales support or financial services experience preferred.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED