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SDR & BDR

Client Experience & Sales Intern - Summer 2027

IMA Financial Group logoIMA Financial Group$18–$22/hrPasadena, CA, United StatesInternshipListed 2w ago

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The posting

What You'll Do

Interns at IMA are a big deal! We understand how significant your decision on where to spend an internship is and what a positive experience can do to catapult your career. The best experiences provide true immersion in a company’s culture, access to and networking with senior leaders and industry experts, opportunities to apply what you learn through real work that drives real results, and a fun and engaging cohort to share the experience with!

With this in mind, we’ve crafted our program to allow you to engage directly in our values driven culture through company, department, and cohort events, all while being challenged with a blend of learning programs, informative networking sessions with IMA associates, and opportunities to engage in department specific work projects that have real world impact for our clients, our business, and our associates.

As an intern, your time will be divided between a core program shared with the entire cohort and specialized work, projects, and programming tailored to the department you join.

The Client Experience & Sales Intern will gain hands-on experience in commercial insurance while supporting client strategy and business development initiatives. The intern will work alongside Client Experience professionals and producers to support client deliverables, prospecting, and new business opportunities.

Responsibilities

  • Analyze data and maintain Excel tools supporting client and sales initiatives.
  • Create client and prospect presentations, summaries, proposals, and meeting materials.
  • Assist with prospect research, lead generation, and new business activities.
  • Participate in client, prospect, carrier, and internal strategy meetings.
  • Maintain prospect and activity information in Salesforce.
  • Gain exposure to claims, risk control, carrier relationships, and insurance market dynamics.
  • Collaborate across teams while demonstrating initiative, critical thinking, and professionalism.

You Should Have

  • Pursuing an undergraduate or graduate degree in Business, Finance, Marketing, Risk Management and Insurance, or a related field.
  • Interest in insurance, client strategy, or sales and business development.
  • Working knowledge of Excel, PowerPoint, Word, and Outlook.
  • A proactive, curious, and self-directed approach to learning.
  • Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma
  • Students anticipated to graduate in Spring 2027, December 2027, or Spring 2028
  • 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

IMA views its internship program as an important talent pipeline, with many former interns pursuing careers with the organization after graduation. This internship is ideal for students interested in exploring a future career in commercial insurance.

This role will be 4 days in office and 1 work from home day.

Benefits

This internship is designed as a learning and development opportunity and does not include participation in the medical, dental, and vision insurance, and any other benefits program that are provided solely to regular full-time associates. You will, however, enjoy IMA paid holidays and five days of LifeBalance PTO during your internship. The LifeBalance PTO is inclusive of vacation, sick time or personal time.

Compensation

This position is classified as nonexempt and is paid on an hourly basis. The hourly pay range for IMA interns is 18.00 to 22.00 dollars and is determined by your expected graduating year. You will be paid for all hours worked and will be eligible for overtime in accordance with federal and state wage and hour laws.

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range

$18 - $22 USD

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.

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

  • Business Insurance Magazine – Best Places to Work in Insurance
  • US Insurance Awards – Community Outreach Project of the Year
  • U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
  • Inc. Magazine Best Workplaces
  • Inc. 5000 – List of Fastest Growing Companies
  • Alaska Journal of Commerce – Best Workplaces in Alaska
  • Charlotte Business Journal – Best Places to Work
  • Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • Connecticut Top Workplaces
  • Dallas Business Journal – Best Places to Work
  • Denver Business Journal – Best Places to Work
  • Denver Business Journal – Fast 50
  • Kansas City Business Journal – Best Places to Work
  • Los Angeles Business Journal – Best Places to Work
  • Puget Sound Business Journal – Washington’s Best Workplaces
  • Tampa Bay Times – Best Workplaces
  • The Salt Lake City Tribune Top Workplaces
  • Utah Business – Best Places to Work
  • Wichita Business Journal – Best Places to Work

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.

Taken from IMA Financial Group's own posting, last seen live on 14 Nov 2026.

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The application

Your details and CV, then 7 questions.

Have readyCVLinkedIn (optional)
  1. 1.
    What is your anticipated college/university graduation year?Pick one: 2025 · 2026 · 2027 · 2028 · I'm not currently enrolled at a college or university
  2. 2.
    What US state do you currently reside in?Pick one (50 options)
  3. 3.
    What is your desired compensation?Short answer
  4. 4.
    Have you ever been employed by IMA in a full-time, part-time, or intern capacity?Pick one: Yes, as a full-time or part-time employee · Yes, as an intern · No, I have never worked for IMA
  5. 5.
    If you do not currently live in the city listed in this job posting, would you plan to temporarily relocate for the duration of the 10-11 week internship and utilize IMA’s $1,000 temporary relocation stipend?Yes or no
  6. 6.
    Will you now or in the future require employer sponsorship to obtain or maintain work authorization in the United States? (e.g., visa sponsorship)Yes or no
  7. 7.
    Which 2027 internship cohort date(s) are you available for? Please enter all that apply (A, B, and/or C). A: May 18 - July 30 B: June 1 - August 13 C: June 15 - August 27Short answer

From IMA Financial Group's apply page, checked 12 Nov 2026.

About IMA Financial Group

An employee-owned broker placing business insurance, employee benefits, personal lines and wholesale coverage, with retirement and wealth advice, for companies, employers and families across the US.

Pay schedule: Salaried seats (hourly for interns) with an annual performance bonus, stock purchase as every full-time associate is a shareholder, unlimited paid time off, a paid sabbatical at service milestones, health, dental, vision, HSA, FSA and a 401(k), and the firm paying for insurance licenses and continuing education.

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