http://emfinancialservices.com/

EM Financial Services

Benefits counselor

June - December 2020 • Miami, FL

What I liked

As an intern at EM Financial Services, I had the opportunity to work with an excellent team learning about the financial world. From zero experience, I received all the required tools and training to develop the skills that led me to build confidence. The atmosphere in the office was enjoyable, and one thing I considered important was the resources available to grow. There are experts in the investment and insurance area in the office who can help with any questions. And I think it was fundamental to the learning process.

What I wish was different

Advice

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Insurance Agent

June - December 2020 • Miami, FL

What I liked

This is a great opportunity to launch your career in the financial industry. Great training! You get to work with the CEO on a daily basis and learn from his many years of experience. I liked that I was able to explore different areas of the industry. I learned not only about stocks and bonds, but also about insurance (and its many forms), retirement plans, and even employee retention programs. EM Financial Services offers a wide variety of products and services, a feature that enabled me, as an intern, to get experience on many financial solutions offered to individuals and businesses. I did not have just one task, instead, I was able to pretty much work on whatever I found interesting, something that not many internships allow you to do. As an example, although I began as a stockbroker trainee, I asked my manager if I could learn more about insurance. Not only he taught me about it, he also offered to sponsor me the 2-15 license and gave me access to the tools that allowed me to pass the exam and sale insurance! Keep in mind that this internship is mostly about sales (as the finance industry generally is). Great opportunity to improve your selling skills and make good money!

What I wish was different

Advice

Take advantage of the licenses offered to you! Make as much connections as possible.
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Financial Representative

July 2020 • Miami, FL

What I liked

Great work environment with experienced mentors that encourage us to succeed in the field and learn new techniques to overcome obstacles and meet your clients needs.

What I wish was different

Advice

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