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David Careers

Internal Wholesaler Summer Intern

Posted 9 days ago

inland real estate group of companiesDowners Grove (IL)
Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific ProductsPortfolio Management and Investment Advice

SENIORITY

Intern

SALARY

$ 25

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About the role

ISC Internal Wholesaling InternThe ISC Internal Wholesaling Intern will support the Internal Wholesaling team in driving sales activity, enhancing advisor engagement, and strengthening the distribution of our investment solutions. This role is ideal for a motivated, detail-oriented student interested in financial services, asset management, sales support, and relationship management. The intern will gain hands-on experience working closely with internal wholesalers, external wholesalers, and ISC leadership on meaningful business initiatives.
Key Responsibilities:
  • Sales & Advisor Support
  • Gain professional work experience by executing meaningful business projects
  • Enhance your technical and financial skills through on-the-job experience and training
  • Collaborate on assignments with multiple other teams such as in IT, Accounting, Marketing Operations, among others
Assist internal wholesalers with daily outreach to financial advisors through call campaigns, email follow-ups, and meeting scheduling. Research advisor activity, territory trends, and product opportunities.
Business Development & Analytics: Analyze sales data, pipeline activity, and advisor engagement metrics to identify growth opportunities. Help maintain CRM records (e.g., Salesforce) by entering notes, updating advisor profiles, and supporting territory analytics. Prepare territory reports and dashboards for internal stakeholders.
Marketing & Product Support: Assist in creating and updating product materials, presentations, and talking points. Partner with marketing and product teams to ensure accurate and timely distribution of updated resources. Help coordinate marketing campaigns, email outreach, and targeted advisor communications.
Operational Support: Support coordination of internal meetings, training sessions, and strategic planning activities. Assist with project work related to process enhancements, playbook updates, and best practice documentation. Provide general administrative support to the Internal Wholesaling team.
Skills & Qualifications: Currently a college Junior at time of application. Pursuing a bachelor's degree in finance, Business, Economics, Marketing, Communications, or related fields. Strong interest in financial services, investments, and sales strategy. Excellent verbal and written communication skills. Highly organized, detail-oriented, and able to manage multiple priorities. Self-starter with a proactive attitude and willingness to learn.
What You'll Gain:
  • Exposure to the full sales cycle of investment product distribution.
  • Hands on experience supporting professional wholesalers and advisors.
  • Opportunities to develop communication, presentation, and data analytics skills.
  • Insight into asset management products, platforms, and sales strategies.
  • Mentorship from experienced professionals within ISC and the broader distribution organization.
  • What are we looking for?
  • Pursuing a bachelor's degree in finance
  • Minimum 3.0 GPAAbility to work 40 hours per week in our Downers Grove, Illinois corporate headquarters
  • Strong interest in pursuing a career in real estate accounting
  • Demonstrable working knowledge of MS Office including Word, Excel, and PowerPointKnowledge or desire and aptitude to learn other software such as Yardi and Active Disclosure
  • Attention to detail and analytically minded
  • Self-motivated, diligent, outstanding communication skills
  • You must be a junior at time of application.
  • Hourly Pay Rate: $ 25.Inland offers a competitive range of benefits for eligible employees.
  • This position is eligible as an internal promotion opportunity.
  • We are a drug-free workplace. Pre-employment background checks and drug screening are conducted for all new hires in accordance with applicable laws and regulations.
Inland is committed to equal employment opportunity and considers applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial status, marital status, veteran status, disability, or any other status protected by applicable law. We do not use AI or any selection tools in a manner that results in unlawful discrimination based on any protected characteristic. If you require a reasonable accommodation or an alternative method of assessment during any stage of the recruiting process, please contact our Talent Acquisition team at recruiting@inlandgroup.com.Where required by applicable law, Inland will provide additional disclosures and obtain any necessary consent before using certain AI-enabled technologies. Candidates may request additional information regarding Inland's use of AI in the hiring process at any time. We are an E-Verify employer. Please click the following link to learn more.

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