Strategic Sales & Operations Assistant

PML Penn Mutual Life Insurance Company; United States; Hybrid; USD 70,000 - 80,000; Full time

Job summary

Penn Mutual Life Insurance Company in the United States seeks a proactive Sales Assistant to provide administrative, operational, reporting and project support to senior distribution leaders. The role helps advance priorities by coordinating teams, engaging field partners and enabling efficient workflows.

You'll prepare polished presentations, manage multiple databases, plan events and travel, and contribute to reporting and process improvements using AI-enabled tools where appropriate.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree preferred.
• Five to seven years of relevant administrative, operational or sales support experience.
• Financial services industry experience preferred.

Responsibilities

• Provide 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 staff.
• 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.

Skills

Project management

Attention to detail

Cross-functional collaboration

Communication

Prioritization

Education

Bachelor's degree or higher

Tools

Microsoft Office

PowerPoint

CRM software

AI tools

Job description

Penn Mutual Life Insurance Company in the United States seeks a proactive Sales Assistant to provide administrative, operational, reporting and project support to senior distribution leaders. The role helps advance priorities by coordinating teams, engaging field partners and enabling efficient workflows.

You'll prepare polished presentations, manage multiple databases, plan events and travel, and contribute to reporting and process improvements using AI-enabled tools where appropriate.