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Shield Advisory Group


Business & Finance Intern

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Recruitment began on March 26, 2025
and the job listing Expires on September 26, 2025
Internships
Apply Now

🚀 Join Shield Advisory Group as a Business & Finance Intern! 📈💼

Location: Shield Advisory Group Office, Locust Valley, NY

Type: Paid Internship

Duration: Flexible (Semester-based, Summer Internships,)

About Us:

Shield Advisory is a rapidly growing financial services company dedicated to empowering small business owners with access to capital, strategic guidance, and innovative financing solutions. As a leading firm in business lending and advisory, we are committed to helping businesses thrive in a fast-paced, energetic work environment.

What You’ll Do:

  • Speak with Qualified Small Business Owners: Understand their unique business needs and guide them to the best product that suits their needs.
  • Build Relationships: Develop quality, long-lasting relationships with clients across the country.
  • Collaborative Sales Environment: Work alongside other Inside Sales Representatives in a supportive, team-focused setting.
  • Extensive Training: Participate in ongoing product, industry, and sales training to enhance your skills.
  • End-to-End Sales Process: Work closely with Senior Inside Sales Representatives during the closing process, facilitating everything from prospecting to closing.
  • Research & Analysis: Assist in analyzing business financials, market trends, and lending opportunities.
  • Data Management: Help organize and maintain client files, loan applications, and financial documents.
  • Marketing & Outreach: Collaborate with the marketing team to enhance Credit Banc’s online presence and outreach efforts.
  • Special Projects: Contribute to strategic projects aimed at enhancing the company’s services.

What We’re Looking For in an Inside Sales Representative:

  • Driven and self-motivated with a strong, outgoing personality (People person).
  • Excellent communication, presentation, and listening skills.
  • Comfortable conducting business over the phone and in person.
  • Passion for contributing to the company’s continued growth.
  • Committed to professional development and open to coaching.
  • Inside sales experience is a plus.
  • Financial background with an emphasis in sales is a plus.

Why Intern With Us?

  • Hands-On Experience: Get real-world experience in business finance and lending.
  • Mentorship: Work directly with experienced professionals who will guide you throughout your internship.
  • Networking Opportunities: Build connections with industry leaders and expand your professional network.

Potential for Growth: Exceptional interns may be considered for future full-time opportunities.

Apply Now

Contact & Location

Phone
(858) 822-7413
Email
careers@rady.ucsd.edu
Website
http://rady.ucsd.edu
Address

Physical Location:
4th Floor East, Otterson, Suite 4E003
-
Mailing Address:
9500 Gilman Dr.
4th Floor, East Wing Suite 4E003
La Jolla, CA 92093

Career Service Hours

M Monday 8:00 am- 4:30 pm
T Tuesday 8:00 am- 4:30 pm
W Wednesday 8:00 am- 4:30 pm
TH Thursday 8:00 am- 4:30 pm
F Friday 8:00 am- 4:30 pm
UC San Diego | Rady School of Management
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(858) 822-7413
careers@rady.ucsd.edu
http://rady.ucsd.edu

Physical Location:
4th Floor East, Otterson, Suite 4E003
-
Mailing Address:
9500 Gilman Dr.
4th Floor, East Wing Suite 4E003
La Jolla, CA 92093

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