J-1 Visa Business Office Associate Jobs
Business Office Associate roles in the United States are available to international candidates through J-1 visa sponsorship under the Intern or Trainee program category, depending on your academic status. Designated sponsor organizations issue your DS-2019 and oversee compliance while your host employer handles day-to-day work.
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Get Access To All JobsAbout the Internship:
- Duration of Internship: 12 months
- Title: Business Development Intern
- Location: Remote
- Paid internship working approximately 20-30 hours per week, flexible with school schedule.
Summary
We are looking for a Business Development Intern to join our team! This is a 12-month paid, fully remote, internship where you will provide administrative and prospecting support to the Business Development team, with a primary focus on advisor research, outreach preparation, and appointment scheduling. This role offers hands‑on exposure to advisor recruiting, relationship development, and professional services business growth.
You will work closely with Business Development Directors (BDD) and firm team members, participating in prospecting activities and business development initiatives, while building a strong foundation in financial services. This role is ideal for candidates motivated by networking, mentorship, and long‑term career growth.
Key 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
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
Salary Range: $20 -$25 per hour
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
About the Internship:
- Duration of Internship: 12 months
- Title: Business Development Intern
- Location: Remote
- Paid internship working approximately 20-30 hours per week, flexible with school schedule.
Summary
We are looking for a Business Development Intern to join our team! This is a 12-month paid, fully remote, internship where you will provide administrative and prospecting support to the Business Development team, with a primary focus on advisor research, outreach preparation, and appointment scheduling. This role offers hands‑on exposure to advisor recruiting, relationship development, and professional services business growth.
You will work closely with Business Development Directors (BDD) and firm team members, participating in prospecting activities and business development initiatives, while building a strong foundation in financial services. This role is ideal for candidates motivated by networking, mentorship, and long‑term career growth.
Key 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
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
Salary Range: $20 -$25 per hour
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
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Get Access To All JobsTips for Finding J-1 Visa Sponsorship as a Business Office Associate
Align your credentials to the Trainee category
The J-1 Trainee category requires at least one year of post-degree work experience or five years of relevant work experience abroad. Document your business administration background before approaching host employers, since sponsors verify this during DS-2019 issuance.
Request a structured training plan early
J-1 Trainee placements require a signed Training Plan outlining your learning objectives by phase. Draft a proposed plan covering accounts payable, scheduling, and office operations before your host employer submits it to the designated sponsor for approval.
Target host employers with J-1 compliance experience
Use Migrate Mate to filter Business Office Associate roles at organizations that have hosted J-1 exchange visitors before, reducing the risk that your host employer is unfamiliar with DS-2019 obligations, training plan requirements, or site visit procedures.
Confirm the 2-year home residency requirement applies
Business Office Associate Trainees sponsored by government or international organization funding may carry a 2-year home residency requirement under INA Section 212(e). Clarify your funding source with your designated sponsor before accepting a host employer offer.
Verify wage compliance before signing your offer letter
J-1 Trainees must receive compensation commensurate with similarly situated U.S. workers. Cross-check your offered rate against the OFLC Wage Search for your county and occupation code so you can raise discrepancies with your host employer before the training plan is filed.
Prepare your DS-7002 with specific office objectives
The DS-7002 Training Plan form must list concrete skills, not generic tasks. Break your Business Office Associate duties into phase-by-phase objectives such as processing invoices, coordinating vendor records, and generating departmental reports to satisfy your designated sponsor's review.
Business Office Associate jobs are hiring across the US. Find yours.
Find Business Office Associate JobsBusiness Office Associate J-1 Visa: Frequently Asked Questions
Which J-1 program category applies to Business Office Associate positions?
Current students or recent graduates within 12 months of completing a degree typically qualify under the J-1 Intern category. Professionals who completed their degree more than 12 months ago and have relevant work experience qualify under the J-1 Trainee category. Both categories require a designated sponsor organization to issue the DS-2019 and approve a structured training plan with your host employer.
Who actually sponsors my J-1 visa for a Business Office Associate role?
A U.S. Department of State-designated sponsor organization, such as Cultural Vistas or AIPT, issues your DS-2019 form and acts as your official J-1 visa sponsor. Your day-to-day employer is the host organization. The host provides the job and signs the training plan, but it is the designated sponsor that carries legal responsibility for your exchange visitor status and program compliance.
How do I find Business Office Associate host employers open to J-1 Trainees?
Migrate Mate lists Business Office Associate roles at U.S. employers that are familiar with J-1 hosting obligations, making it easier to target organizations that already understand training plan requirements and DS-2019 procedures. Searching by role title and filtering for J-1 compatibility saves time compared to cold outreach to employers unfamiliar with the program.
Does a Business Office Associate J-1 placement come with a 2-year home residency requirement?
It depends on your funding source and country of origin. J-1 Trainees funded by their home government or by a U.S. government agency, or citizens of countries on the Exchange Visitor Skills List, are subject to the 2-year home residency requirement under INA Section 212(e). Ask your designated sponsor to confirm your status before accepting a host employer offer, since this requirement affects future H-1B or green card eligibility.
What does the training plan need to cover for a Business Office Associate J-1 placement?
The DS-7002 Training Plan must break the placement into measurable phases tied to specific business office competencies such as financial record management, scheduling systems, vendor coordination, and reporting procedures. Generic job descriptions are not sufficient. Your designated sponsor reviews the plan for specificity and learning progression before approving the DS-2019, so coordinate with your host employer to detail objectives phase by phase.
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