🛠 Tech Stack

💼 About This Role

You'll make daily calls to financial advisors in your territory to promote CIM's real estate and infrastructure investment products. You'll partner with an external wholesaler to drive sales and build relationships. This role offers on-the-job training in a growth-oriented environment.

🎯 What You'll Do

• Proactively call financial advisors to promote product offerings.
• Identify client investment objectives and match to CIM products.
• Collaborate with external wholesaler on territory sales strategies.
• Track sales activities and advisor feedback using CRM software.

📋 Requirements

• Bachelor's degree or equivalent experience
• Active Series 7 and 63 FINRA licenses
• 1-3 years of experience in financial sales, real estate, or private equity

✨ Nice to Have

• Experience in a client-facing role
• Proficiency in CRM systems like Salesforce

🎁 Benefits & Perks

• 📈 On-the-job training
• 🏢 Growth-oriented environment
• 🎯 Commission potential (not specified)