• Assist the sales team in retaining existing clients and identifying potential new business opportunities.
• Support the maintenance of strong client relationships through effective communication and timely assistance.
• Learn and execute processes from lead generation to qualifying and closing new accounts.
• Develop new business by managing an existing book-of-business and prospecting new leads.
• Sell and cross-sell the company’s value propositions to maximize profitability.
• Learn to effectively present and explain our financial products to clients, emphasizing their value.
• Assist in various product marketing activities, including the preparation of sales tools and competitive analysis.
• Help identify upselling and cross-selling opportunities within existing client accounts.
• Build and maintain strong, long-lasting client relationships.
• Communicate client needs clearly and ensure timely delivery of solutions.
• Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection, and penetration plans.
• Assess market potential, competitive pricing, and profitability for existing business models.
• Track and analyze metrics for all programs and activities to identify growth opportunities.
• Continually refine processes to maintain relevance in the industry and stay ahead of competitors.
• Ensure all required processes are used to maximize performance and achieve consistency with senior management’s strategies.

• Pursuing a degree in business, sales, marketing, entrepreneurship, finance, supply chain management, economics, or related fields with a desire to pursue a career in sales
• Expected graduation in December 2025 or May 2026.
• Internship runs 6/2/25 through 8/8/25.
• Self-motivated, ambitious, and driven to succeed in a competitive sales environment.
• Strong interpersonal skills, with the ability to build relationships and communicate effectively.
• Critical thinking and negotiation skills, with a focus on achieving client satisfaction and business growth.
• Excellent time-management, problem-solving, and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, etc.); experience with Salesforce is a plus.
• Ability to thrive in a fast-paced environment, with strong organizational skills and attention to detail.
• Multilingual abilities are a plus.

Compensation

• Hourly Wage: Interns are paid an hourly wage of $20, with most interns working 40 hours per week. Individual compensation packages may reflect applicable experience, job-related skill, training and/or education.