Sales Associate

Описание вакансии

IMA is seeking a seasonal team member to support producers. This role is designed to help producers spend more time selling by offloading prospecting support activities such as market research, list generation, and contact validation. The Summer Sales Associate will play an important role in supporting pipeline development efforts by identifying target accounts, organizing prospect data, and helping maintain clean, actionable lists for producer outreach.

What You'll Do

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

Supports and demonstrates IMA’s core values

• + Values and understands the importance of diversity, equity, and inclusion among all IMA associates

+ Supports producers across the US with prospecting activities and market research

+ Builds targeted prospect lists based on geography, industry, revenue size, and other producer-defined criteria

+ Conducts local market research to identify prospective clients, centers of influence, and relevant business targets

+ Creates, organizes, and maintains contact lists for producer outreach and pipeline development

+ Validates basic company and contact information, including business details, titles, phone numbers, email addresses, and office locations

+ Assists in identifying new business opportunities through public data, internal tools, and online research

+ Organizes research findings into clear, usable formats for producers and regional partners

+ Enters and maintains required information in Salesforce CRM and/or other approved systems

+ Partners closely with producers and internal stakeholders to ensure prospecting efforts align with regional growth priorities

+ Demonstrates strong attention to detail, sound judgment, and the ability to manage multiple requests in a timely manner

+ Maintains confidentiality and professionalism when handling prospect and business information

+ Other duties may be assigned based on team and regional needs

You Should Have

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Interest in sales, business development, insurance, financial services, or professional services preferred
• Prior internship, research, administrative, sales support, or business experience preferred but not required
• Strong written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to gather, synthesize, and present information in a clear and efficient manner
• Comfort working with spreadsheets, CRM systems, and online research tools
• Experience with Microsoft Office products required, specifically Excel, Outlook, Word, and PowerPoint
• Experience with Salesforce or similar CRM platform preferred
• Ability to manage recurring tasks while responding to changing business needs
• Demonstrates initiative, curiosity, and a willingness to learn
• Ability to work independently while also collaborating effectively with multiple stakeholders
• High level of accuracy in data entry, list creation, and contact validation
• Current college enrollment or recent completion of a degree program preferred
• Success in This Role
• Success in this role means producers are spending less time building lists and researching prospects, and more time in meetings, developing relationships, and advancing opportunities. The ideal candidate brings a service mindset, strong execution skills, and an interest in helping drive regional sales efficiency during a high-opportunity summer period

Work Environment / Schedule

• Temporary, time-bound position
• Hybrid or office-based schedule depending on market and business need
• Flexible scheduling may be available within standard business hours
• Hourly compensation commensurate with experience.

Competencies & Traits:

• Business Acumen
• Professionalism
• Building relationships
• Self-Direction
• Manage Client Relationships

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development.  In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

\*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.