Business Development Intern at Penn Mutual in Remote

Summary: Penn Mutual is a company that has empowered individuals and businesses for over 175 years. They are looking for a Business Development Intern to provide administrative and prospecting support to the Business Development team, focusing on advisor research, outreach preparation, and appointment scheduling. 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 Required Qualifications: - 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 Preferred Qualifications: - Junior or Senior standing preferred (or recent graduate) Required Skills: LinkedIn, Spreadsheets, CRM systems, Advisor research, Outbound calling