Client Engagement Specialist

5 days ago


Phoenix, Arizona, United States CIM Group Full time

About CIM Group:

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CIM is a pioneering real estate and infrastructure investor, operator, lender, and developer. Our team of experts collaborates to identify and create value in high-impact assets, benefiting the communities we serve. With over 25 years of experience, our organization has evolved from local projects in Southern California to a diverse team of 1,000+ employees across the Americas.

Position Overview:

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The Associate, Client Engagement Group, Institutional role is based at CIM's office in Phoenix and reports to the 1st Vice President, Client Engagement Group. As an Associate, you will be responsible for building relationships with financial advisors and key stakeholders within your assigned territory to promote CIM's product offerings. A top performer in this role is a 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.

Key Responsibilities:

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  • Develop and execute territory-specific sales strategies to promote CIM's product offerings.">
  • Maintain a high level of product knowledge and stay informed about industry trends, competitive products, and market conditions.">
  • Collaborate closely with the external wholesaler to develop and execute sales strategies.">
  • Track and report sales activities, pipeline progress, and advisor feedback using CRM software.">

Requirements:

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  • Bachelor's Degree or equivalent experience">
  • Active Series 7 and 63 FINRA licenses required for this role">

About You:

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  • 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:

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CIM provides a comprehensive benefits package, including medical, dental, and vision plans, health savings accounts, company-paid life and disability insurance, and a 401(k) savings plan with company match. Eligible employees also receive paid time off, including vacation days, holidays, sick time, and bereavement leave, as well as up to 16 hours of volunteer time off and up to 16 weeks of Paid Parental Leave.

We strive to foster an inclusive environment where diversity is valued and celebrated. We are committed to ensuring that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. CIM strictly prohibits any form of unlawful discrimination and adheres to the laws enforced by the EEOC.



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