IMA Financial Group, Inc. ยท 12 hours ago
Sales Intern - Summer 2026
IMA Financial Group, Inc. is offering a summer internship opportunity for students in 2026. The role provides a chance to gain valuable experience in sales through administrative support, Salesforce project assistance, and exposure to client interactions.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Provide administrative sales support, including coordinating documents, handling requests, and maintaining accurate records to assist the production team
Support Salesforce projects by updating data, tracking prospective activity, and ensuring clean, reliable CRM information for the sales pipeline
Assist with Property & Casualty (P&C) tasks, including reviewing policy details, preparing materials, and organizing information for producers
Shadow producers to gain exposure to client interactions, renewal strategy, prospecting methods, and sales best practices
Contribute to business development efforts by supporting outreach, preparing pre-meeting materials, and utilizing AI tools to enhance producer efficiency
Qualification
Required
Currently pursuing an Undergraduate or Graduate Degree in a program related to one of our host departments (Business, Finance, Accounting, Risk Management and Insurance)
Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma
Students anticipated to graduate in Spring 2026, December 2026, or Spring 2027
Previous work or internship experience in a professional services or similar environment
An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions
Benefits
IMA paid holidays
Five days of LifeBalance PTO during your internship
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase