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 intern
January - September 2015 • Mars, PA
What I liked
The company culture was incredible. Lots to learn but the environment was conducive to being successful
What I wish was different
The nature of the internship requires you to cal on your direct network which was fine. However, I would have preferred not to involve my family in my work
Advice
I recommend pursuing this internship if you have a desire to write your own ticket for success. It was very self driven. You will not succeed if you cannot motivate yourself.
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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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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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College Financial Representative
May - August 2020 • Leawood, KS
What I liked
I liked how I had the opportunity to work in the office, and was able to receive coaching and advice from leadership and other interns.
What I wish was different
I wish that there was far more diversity in the office/program; and that I didn’t have to harass my personal connections
Advice
I would say, if it’s something you’re passionate about go for it. Just be aware about how you go about your business and who you listen to.
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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 - July 2018 • New Haven, CT
What I liked
I liked the freedom in your schedule and independence we were given Also the sales training was great
What I wish was different
The pay was based on commission I would have rather had an hourly wage
Advice
It is a job that really sets you up for a career with the company but it is not for everyone you have to get comfortable talking to new people and learn to deal with rejection
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College Financial Representative
January 2019 • Latham, NY
What I liked
The people, the culture, the overall experience
What I wish was different
More fixed income
Advice
This experience is unbeatable for anyone who enjoys interaction with other people and the opportunity to build your own business.
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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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College Financial Representative
May 2019 • Logan, UT
What I liked
I had real-world experience. Northwestern Mutual didn't just treat me like an intern who's job is to get coffee, but I was an asset to the team.
What I wish was different
Advice
Be open to new experiences. I was never interested in finance until I decided to be open and apply to Northwestern Mutual's internship. Take every opportunity to expand your network!
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Financial Advisor Intern
August 2019 • Johnson City, TN
What I liked
Schedule flexibility, ability to control how much money you make, running your own business.
What I wish was different
No guaranteed salary can be tough. It takes a while to get business going.
Advice
Come in ready to work and be patient through the beginning of the process.
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College Financial Representative
May - August 2017 • Sarasota, FL
What I liked
Good exposure to an office setting.
What I wish was different
Cold calling because at my age I didnt have a client base.
Advice
Confidence is key.
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Financial Advisor Intern
June - August 2019 • Fargo, ND
What I liked
I liked the real world experience.
What I wish was different
I wish that the training course would have been longer than a week, and that we would have had a little more help while working.
Advice
One piece of advice that I would give is that to figure out what you want to do quick because it flies by.
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Financial Representative
May 2019 • West Hartford, CT
What I liked
I liked the flexibility Northwestern Mutual allowed their interns to have and enjoyed the real world experience I was able to get.
What I wish was different
Advice
To go In with an open mind and fully commit to the resources/knowledge they provide.
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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.
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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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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
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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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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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.
