Major: Financial Counseling and Planning
Hometown/State: Sheldon, IA
Type of experience: Internship
Company/Organization: Financial Architects
Company/Organization website: http://www.financialarchitectsiowa.com
Title: Financial Representative
Destination: Clive, IA
Advisor/Coordinator Email: firstname.lastname@example.org
I was responsible for...
My responsibilities during my internship included: completing a rigorous 90 day training program, finding clients, and selling life and disability insurance to those clients. We also completed comprehensive financial plans for each of our clients. All of these activities were done with mentor supervision.
I will never forget...
The most memorable experience for me was attending my company's trimester meeting. At the meeting, I met other associates from other offices across the state as well as learn from a number of guest speakers.
Advice for others...
Getting into the sales part of financial planning is very difficult, especially when you are a student and do not have many connections. I would suggest doing an internship that does not expect this of you right away. Although it gives you a quick entry into the field, it can be very challenging and stressful.