What are the responsibilities and job description for the Business Development Intern position at Bevel Financial?
About Us
Here, we disrupt the status quo. If you're looking for your "typical" finance job, you're in the wrong place. Bevel Financial is revamping the lending world through innovation and technology providing customers simplified and accelerated lending opportunities across a marketplace of lenders.
We're looking for team members who have an understanding of large-scale funding with a small-scale customer service mentality. If you're a nimble problem-solver, good with numbers, and an excellent communicator, you've come to the right spot.
We are seeking a motivated and detail-oriented intern to support our business development efforts. This role is ideal for someone interested in finance, sales, and relationship-building, with the ability to manage both outreach and internal coordination. You will play a key role in helping our leadership team build strategic partnerships by identifying and engaging "centers of influence" (COIs) and ensuring a steady pipeline of scheduled meetings.
What You'll Do
Here, we disrupt the status quo. If you're looking for your "typical" finance job, you're in the wrong place. Bevel Financial is revamping the lending world through innovation and technology providing customers simplified and accelerated lending opportunities across a marketplace of lenders.
We're looking for team members who have an understanding of large-scale funding with a small-scale customer service mentality. If you're a nimble problem-solver, good with numbers, and an excellent communicator, you've come to the right spot.
We are seeking a motivated and detail-oriented intern to support our business development efforts. This role is ideal for someone interested in finance, sales, and relationship-building, with the ability to manage both outreach and internal coordination. You will play a key role in helping our leadership team build strategic partnerships by identifying and engaging "centers of influence" (COIs) and ensuring a steady pipeline of scheduled meetings.
What You'll Do
- Conduct outbound outreach to targeted centers of influence, including:
- Tax strategists
- Business brokers
- Accountants
- Capital connectors
- Registered Investment Advisors (RIAs)
- Clearly communicate Bevel's value proposition and secure introductory meetings with senior leadership
- Manage and coordinate leadership calendars to ensure consistent scheduling of qualified meetings
- Track outreach activity, responses, and meeting outcomes in CRM or internal systems
- Maintain organized records of contacts, follow-ups, and scheduling details
- Collaborate with leadership to refine outreach messaging and targeting strategies
- Strong communication skills; comfortable initiating conversations with professionals via phone and email
- Highly organized with strong attention to detail and follow-through
- Self-motivated and able to handle rejection while maintaining a positive, professional demeanor
- Interest in finance, business development, or sales
- Ability to manage multiple tasks, including outreach and scheduling coordination
- Familiarity with CRM tools, calendar management, or willingness to learn
- Hands-on experience in financial services business development
- Direct exposure to senior leadership and strategic relationship-building
- Practical experience in sales outreach, pipeline development, and professional communication
- Insight into working with key financial intermediaries and referral networks
- Health Coverage: Comprehensive medical, dental, and vision plans. Also offers a Health Saving Account (HSA)
- Retirement: Features a 401(k) retirement plan and match