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Robert Vega, Director FAC 18 / 2304 Whitis Ave. Stop G6200 78712-1508 • 512-471-7900

AXA Advisors

Spring 2011 Site Review

Position: CRM Intern
Student: Economics Sophomore

For the past six months, I have been interning at AXA-Advisors under the supervision of the Client Relations Manager. I can whole-heartedly say that it has been an extremely positive experience for me and I have learned so much about the company and working in general. All of the people in the office that I have met have been very welcoming and kind to me each day and I feel like I am a part of the staff that helps the company improve each day.

AXA-Advisors is a branch of the AXA-Equitable company, which is a financial advising corporation that handles insurance, investments, and other annuities that clients can benefit from by having one of these policies. In the beginning of my internship, I spent most of my days becoming more familiar with the software that the company bases its database out of. The system is unlike anything I’ve ever dealt with but I picked up the framework quite easily. Now, I daily pull client quotes for financial advisors, run inforces for policies, fax important documents, check my supervisor’s voicemails (his phone is always ringing so I keep a spreadsheet of the reasons for calling), merge documents to create form letters, stamp and seal envelopes, and send out important papers to advisors in other cities. Although it sounds like a lot, I have mastered each of these tasks in just a few months and I know that the company branch counts on me to produce these things in order for the financial advisors to be able to be completely beneficial to the incoming clients.

I am usually at the office for about three hours a day and I purposely planned my schedule to where I would be very flexible with my availability to work. Being the CRM Intern is a great position for just starting out in the workforce and my time at AXA-Advisors has been nothing but pleasant and valuable for my future in the workforce.

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