Internal Wholesaler Summer Intern

Inland Group; Downers Grove, Northern (IL, KY); Hybrid; USD 25,000 - 39,000; Part time

Job summary

Inland Group seeks an ISC Internal Wholesaling Intern to support the wholesale team, engage advisors, and aid distribution of investment solutions. The role suits a motivated student interested in financial services, asset management, and relationship management.

You will work closely with internal and external wholesalers and ISC leadership on meaningful business initiatives. You’ll gain hands-on experience in sales support, analytics, and collaboration across IT, Accounting, and Marketing

Qualifications

• Enrolled college junior pursuing a bachelor’s degree in finance, business, economics, marketing, communications or related field.
• Minimum GPA commonly 3.0 or higher.
• Ability to work 40 hours per week at our Downers Grove, IL campus.

Responsibilities

• Support Internal Wholesaling team through outreach to financial advisors via calls and emails.
• Analyze advisor activity and prepare territory analytics and dashboards.
• Assist with creating and updating product materials, presentations, and talking points.

Skills

Finance major

Business

Economics

Marketing

Communications

Education

Bachelor’s degree in accounting

Tools

MS Office

Yardi

Active Disclosure

Job description

The 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-orientedstudent interested in financial services, asset management, sales support, and relationship management. The intern will gainhands-onexperience 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
• Assistinternal wholesalers with daily outreach to financial advisors through call campaigns, emailfollow-ups, and meeting scheduling.
• Research advisoractivity, territory trends, and product opportunities.

Business Development & Analytics

• Analyze sales data, pipeline activity, and advisor engagement metrics toidentifygrowth opportunities.
• Help maintainCRM 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

• Assistin creating and updating product materials, presentations, and talking points.
• Partner with marketing and product teams to ensure accurateandtimelydistribution 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.
• Assistwith project work related to process enhancements, playbook updates, andbest practicedocumentation.
• Provide general administrative support to the Internal Wholesaling team.

Skills & Qualifications

• Currently acollege Junior at time of application. Pursuing abachelor's degree in finance, Business, Economics, Marketing, Communications, or relatedfields.
• 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-starterwith a proactive attitude and willingness to learn.

WhatYou’llGain

• Exposure to the full sales cycle of investment product distribution.
• Handson 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 accounting
• Minimum 3.0 GPA
• Ability 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 PowerPoint
• Knowledge 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.