the environment and culture, making your own schedule
What I wish was different
the pay, it is hard on interns because the process takes a while, meaning it takes a while to get paid, but if you go to training weekly you get a stipend
Advice
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College Financial Representative
June 2019 • Manchester, NH
What I liked
I loved the office culture and all the support from the reps.
What I wish was different
I wish I had done a better job prospecting early on.
Advice
You get out of it what you put into it.
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Programmer
May - August 2018 • Milwaukee, WI
What I liked
They did different strategies like agile
What I wish was different
Location
Advice
Work hard
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College Financial Representative
May - October 2018 • Seattle, WA
What I liked
Great autonomy. Gained financial literacy. Learned from leaders in the industry. Sharpened technical and interpersonal skills.
What I wish was different
Almost nothing. It was a great learning experience that I doubt can be replicated by other internships.
Advice
Come with strong conviction. Be willing to experience delayed gratification.
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Insurance Agent
May - December 2019 • Greenville, SC
What I liked
Everything
What I wish was different
Advice
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College Financial Representative
May 2018 • Gilbert, AZ
What I liked
I love the environment of the office and the network I have had the opportunity to build. I also have really enjoyed how hands-on the internship is and how I am treated like a regular employee. I get to run my own practice, build my client base, and meet with clients on my own. I have gained an immense amount of experience and confidence throughout the internship.
What I wish was different
A little bit more guidance and clarification in what is required on a weekly bases.
Advice
If you aren't self motivated/driven, you will fail in this position. You have to be confident and be willing to call on friends and family in order to be successful. If you don't have a selling mentality, this internship is not for you!
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College Financial Planner
May - August 2019 • Tysons, VA
What I liked
Very goal oriented and business management oriented. Focused on pushing yourself further.
What I wish was different
more guidance would have been niceVery
Advice
Have a network filled with people who aren't well planned financially
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Financial Representative
May - December 2019 • Tulsa, OK
What I liked
I like the flexibility and education.
What I wish was different
I wish that earning commission was more achievable.
Advice
You have to be self motivated and have a network of individuals in your life that would be interested in the products (insurance, investments, etc.)
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Financial Representative
May - August 2019 • Cleveland, OH
What I liked
Fantastic training programme as far as learning about life insurances role in financial planning and becoming comfortable with the sales aspect of the finance field.
What I wish was different
I would have liked them to be more upfront about what you will experience in the day to day job. They talked about big numbers as far as earning potential and average sales numbers, however I quickly found this to only be true for a very few people.
Advice
Only pursue this internship if you are looking for fantastic sales and a broad financial service experience while not really caring about the money.
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Financial Representative
September 2018 - April 2019 • Portage, MI
What I liked
Good training
Ease your way into a full time role
What I wish was different
I wish there was more of a base compensation.
Advice
Have money in the bank. You can’t rely on this position to relapse your full time income.
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College Financial Representative
June - August 2019 • Las Vegas, NV
What I liked
I loved the representatives I got to work with and how much they wanted to teach us.
What I wish was different
I wish this program was more organized. I did not know what I was really going to be doing or how much the stipend would actually be. No one really took charge of our experience and it made it hard to feel confident in this career field.
Advice
If you have a good network of people that need insurance this is a great job for you. But if you're like me and have middle-class connections, it can be hard to sell insurance to someone that knows you're leaving after the summer.
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College Financial Representative
May - November 2019 • Springfield, MO
What I liked
The people I worked with were amazing and I learned a ton about how to run a business
What I wish was different
Advice
Stick through the lows or else you won’t get the full experience
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Database Administration Intern
June - August 2019 • Milwaukee, WI
What I liked
The people in my department were excellent. They made a strong effort to ensure that I learned and grew along with them.
The HR team was excellent in creating opportunities to get to know the other interns and the rest of the company.
What I wish was different
More opportunities to explore other parts of the company.
Advice
Don't be afraid to get your hands dirty. If there is any way that you can help, take the initiative! Take a chance and get outside of your comfort zone.
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Financial Representative
October 2018 - May 2019 • Miami, FL
What I liked
Lots of freedom. Pay is mostly commission based. Great hands on learning experience. Good educational meetings.
What I wish was different
I wish we could go with senior reps to meet their clients instead of the other way around.
Advice
Make sure you have the right personality type to do this job. If you do you will love it. If not you might be unhappy with the results.
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College Financial Representative
May - August 2019 • West Hartford, CT
What I liked
I liked the way they guided you to success and you’re trained on how to be successful.
What I wish was different
I wish there was a more steady pay rate.
Advice
Follow their advice to success. Don’t be afraid of being hung up on and have confidence in the product. Get close to the other interns
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College Financial Representative
May 2018 • Sioux Falls, SD
What I liked
I liked the flexibility I had with my schedule.
I liked the emphasis on networking and meeting new people.
What I wish was different
I wish I would have refined my language right away.
Advice
It takes a certain outgoing personality for this type of work.
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College Financial Representative
October 2019 • Orlando, FL
What I liked
So far: amazing, insightful team to work with.
What I wish was different
Investment aspect catering to my specific major.
Advice
Amazing opportunity to develop interpersonal communication, and technical skills. A fantastic experience to get out of your comfort zone and gain real-world knowledge.
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Planning Analyst and Marketing Assistant
May - August 2017 • Crown Point, IN
What I liked
It was extremely hands-on and involved. I was given a significant amount of responsibility, and that was invaluable for gaining experience in the business world.
What I wish was different
Great supervisor, but little interaction with boss.
Advice
Take notes and stay organized! You will have a ton paperwork/submissions and you need to know where they are filed and what you have to do.
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Financial Representative
May - August 2017 • Savannah, GA
What I liked
Getting out in a business environment and seeing what the job of a financial rep was really like.
What I wish was different
Having more guidance and training time rather than being sent on your own.
Advice
Spend a lot of time researching all opportunities.
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Financial Representative
April - September 2019 • Pittsford, NY
What I liked
I truly enjoyed the learning experience of building my own financial planning practice. I became a licensed LAH NYS Insurance Agent and was able to build professional relationships with people I reached out to. I was given the freedom to go about my week as I chose to, build my own schedule, and decide for myself how and where I wanted to get work done. I felt welcomed into the friendly culture of the company and developed such great relationships.
What I wish was different
I wish I would have adapted quicker to rejection. In this business, rejection is unaviodable and being able to pick yourself up from rejection is truly so important. When starting out in this business, friends and family are the people that are first on the list to reach out to and if one is not comfortable doing that it can be awkward at first. As time went along I was able to get more comfortable making phone calls, but I wish I could have been more comfortable with it sooner in the summer.
Advice
One piece of advice I would strongly say about my experience is that if you can really see yourself wanting to make this business a career for yourself, do not get down on yourself when people say no to you and it seems impossible to make a sale. We are starting from the ground up and it takes a lot of effort to network, build relationships, ask for referrals and reach out to those referrals trying to schedule meetings. Nothing is guaranteed in this business, but there is such a need for committed financial advisors devoted to helping their clients reach their financial and personal life goals.
