Business Development Intern
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Job Description
Business Development Intern at Penn Mutual assisting in advisor prospecting and outreach. Engaging with the Business Development team while gaining exposure to financial services and relationship development.
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.
Requirements:
- 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.
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