Strategic Alliance Intern

Penn Mutual

2d

About The Position

Join IFN’s Strategic Alliances team as an intern supporting the Smart Office “Know Your Customer” database initiative. This internship offers hands-on experience in data organization, profile development, and project support for a dynamic sales environment. You will work closely with the Strategic Alliance team to enhance our understanding of financial professionals and contribute to strategic projects that drive business growth.

Requirements

• Strong written and verbal communication skills.
• Detail-oriented with the ability to organize and prioritize tasks effectively.
• Proficient in Microsoft Excel and comfortable learning new data tools.
• Ability to work collaboratively in a team environment.
• Positive attitude and willingness to learn and contribute to process improvements.
• Working toward a degree in Business, Finance, Data Analytics, or a related discipline.

Nice To Haves

• Coursework or interest in sales operations, CRM systems, or data management is a plus.

Responsibilities

• Organize and maintain the “Know Your Customer” database, ensuring accuracy and completeness of financial professional profiles.
• Build out detailed profiles for financial professionals to support the sales team’s outreach and engagement strategies.
• Assist with ad hoc project work, including data analysis, reporting, and process improvement initiatives.
• Compile and categorize data for internal use, preparing summaries and dashboards for leadership.
• Collaborate with team members to achieve shared goals and contribute innovative ideas.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees