Associate, Client Engagement Group (Private Wealth Internal Wholesaler)
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Job Location:
Phoenix, NM - USA
Monthly Salary:
USD 1 - 3
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 900 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:
The Associate Client Engagement Group Private Wealth position is based at CIMs office in Phoenix and reports to the 1st Vice President Client Engagement Group. As an Associate you are responsible for making and taking daily calls to your respective territory with the goal of making significant contribution to the achievement of CIMs product sales objections with the partnership of your external wholesaler in the Private Wealth channel. A top performer in this role is a positive highly motivated and detail-oriented sales professional with prior experience in financial sales a background in the real estate or private equity industry and a desire to learn. CIM offers a diverse growth-oriented environment and on-the-job training.
RESPONSIBILITIES:
- Proactively reach out to financial advisors and key stakeholders within assigned territory to promote CIMs product offerings.
- Identify each contacts investment objectives match their needs to appropriate CIM products and effectively present each products features and benefits.
- Collaborate closely with the external wholesaler to develop and execute territory-specific sales strategies.
- Maintain a high level of product knowledge and stay informed about industry trends competitive products and market conditions.
- Assist in organizing and supporting advisor meetings webinars and conference calls.
- Track and report sales activities pipeline progress and advisor feedback using CRM software.
- Participate in ongoing training and development to stay up-to-date with CIM products and market changes.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification licenses etc.)
- Bachelors Degree or equivalent experience
- Active Series 7 and 63 FINRA licenses required for this role
ABOUT YOU:
- 1-3 years of experience in financial sales real estate or private equity preferably in a client-facing role.
- Excellent communication and interpersonal skills with the ability to build relationships and influence decision-makers.
- Highly organized with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment.
- Proficient in CRM systems (e.g. Salesforce) and Microsoft Office Suite (Word Excel PowerPoint).
WHAT CIM OFFERS:
At CIM we believe our success stems from our collective efforts and we are committed to providing well-rounded support and resources for our addition to a competitive compensation plan CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits including:
A variety of Medical dental and vision benefit plans
Health Savings Account with a generous employer contribution
Company paid life and disability insurance
401(k) savings plan with company match
Comprehensive paid time off including: vacation days 10 designated holidays sick time and bereavement leave
Up to 16 hours of volunteer time off
Up to 16 weeks of Paid Parental Leave
Ongoing professional development programs
Wellness program including monthly and quarterly prizes
And more!
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.
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.
*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.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
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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.
Required Experience:
IC
Key Skills
- International Development
- Engineering
- Airport Security
- Geotechnical
- Audio Visual
- Import & Export
About Company
CIM Group is an owner, operator, lender and developer of real assets with broad expertise in real estate, infrastructure and credit. Learn More!
