Intern, Private Wealth Internal Sales

Posted 5 Days Ago
Be an Early Applicant
Phoenix, AZ
Internship
Real Estate
The Role
The intern will support the Private Wealth internal sales team with daily activities like territory management, scheduling, and client research. They'll contribute to the Salesforce database and participate in meetings to gain insights into the financial market and investment management while developing essential sales skills through training and coaching.
Summary Generated by Built In

ABOUT CIM GROUP:

CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 1,000+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!


POSITION PURPOSE:

Candidates will work with the Private Wealth internal sales team on daily activities and projects geared towards solving real business challenges while getting exposure to other departments, including Management, Operations, Portfolio Oversite, Marketing, and IT. As part of the internship, candidates will have the opportunity to participate in internal training (including product and sales skill training), ‘shadow’ internal team members, practice public speaking skills, and assist leadership on department-specific projects. 

ESSENTIAL FUNCTIONS:

  • Assist Private Wealth sales team in daily activities such as territory management and appointment scheduling support to increase wholesaler productivity. 
  • Attend and participate in meetings with sales, fund operations, and portfolio oversite to develop business acumen – both industry and product related. 
  • Assist in research efforts regarding current and prospective clients.
  • Contribute content to buildout Salesforce database, including but not limited to guides, reporting features, and relationship management. 
  • Assist on special department projects (internal projects/ client specific/ data input)
  • Accept and apply coaching and feedback.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

  • Current enrollment in a 4-year degree program; Minimum GPA 3.2
  • Significant interest in the workings of the financial markets, sales, and investment management profession. 
  • Strong critical thinker who is a strong self-starter 
  • High level of proficiency in Word, Excel, PowerPoint, Outlook 
  • Excellent communication and writing skills 
  • Demonstrate the highest personal ethics and integrity
  • Paid; 30-32 hours per week at CIM’s office in Phoenix, AZ

KNOWLEDGE, SKILLS AND ABILITIES:

  • Ability to communicate effectively, written and verbal.
  • Ability to write correspondence and/or reports
  • Ability to effectively present information to lenders and other employees of the organization.
  • Highly analytical and detail-oriented.
  • Deadline-driven and able to manage multiple tasks.
  • Ability to work independently and proactively evaluate/address work opportunities within the area of responsibility
  • Ability to solve practical problems


HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:

At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.

 

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required.


*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.


#LI-ML1


CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

The Company
Bethesda, MD
878 Employees
On-site Workplace
Year Founded: 1994

What We Do

CIM is a community-focused real estate and infrastructure owner, operator, lender and developer. Our in-house team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we’re a diverse team of more than 990 employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we’re striving to make an even greater impact in the years to come.

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