Student Information

Student Name

Vaibhav Khurana

Email

vaikhu@epsd.org

Academy

Finance

Internship Information

Company/Organization: Lincoln Financial Advisors

Mentor(s):Rebecca Tenney and Todd Stanard

Topic of Internship

Marketing

Background Information

Lincoln Financial Group is a diversified financial services organization headquartered in the Philadelphia region. With $157 billion as of December 31, 2010, Lincoln Financial Group has been serving the financial needs of customers since 1905. Their goal is to provide comprehensive financial solutions that help our customers secure their retirement and manage life transitions. For financial professionals, Lincoln Financial is their partner of choice, offering innovative, industry-leading products and educational resources to help them build their book of business.

Summary of Internship

I work at Lincoln Financial Advisors with the owner of the company’s assistant, Rebecca Tenney, who is also my mentor. My duties as an intern here are to assist Rebecca in her duties and assignments. Every employee and intern at LFA is given their own computer to work on. The marketing aspect of the company requires me to check and update the customer database of our old, current, and prospective clients using Excel. We send off brochures that talk about our company and we set up meetings with potential customers who might be interested in doing business with LFA. I have learned communication skills and how essential they are in marketing, attitude has a lot to do with who can be your next customer. Rebecca has been great in helping me on my projects and there are days where I am given new work. Each day, I go in with an open mind hoping to learn something new. I recommend this internship for those pursuing marketing to get a glimpse of how hectic things can get but are fun at the same time.

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