Financial Representative Success Stories 

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Internship 24 Results
Hershey,  Spencer Jr. :   Canton, OH
spencer hershey jr.
Hershey,  Spencer  Jr.
Growth and Opportunity

Spencer Hershey Jr.'s experience, in his own words:

Financial Representative


The skills I’ve developed from this opportunity are huge. When I was still in the first month of my internship and deciding if this was what I was going to do, I was improving on skills that would help in any career – like time management, organizational skills and communication.

I decided to become a financial representative because I love the opportunity to run my own practice, meet new people every day, and have a chance to impact somebody’s life by helping them build a financial plan that one day they can be proud of. I want the opportunity to work hard and get paid for my work.

Like most people, I started off with friends and family as clients and did a lot of joint work. My goal is to work with the higher-income market. Now, as a team leader, I do a lot of joint work with incoming interns to help them learn the process and benefit from my experience.

The Internship Experience

As an intern, I worked full-time both summers, and during the school year I take about 18 credit hours and work about 30 hours a week. I have always believed in my abilities, but with this experience I have become a lot more comfortable in situations. I see myself step up and communicate in class more – and my self-confidence has improved.

Advice to Internship Candidates

People who seem confident and can carry themselves professionally will have success with the Northwestern Mutual internship. If you are looking for a nationally acclaimed, Top 10 internship*, the experience you get from this is exceptional. It gives you a chance to run your own schedule, meet with your own clients and manage your own practice – it’s a great opportunity.

Best Experience Since Joining Northwestern Mutual

Attending the Annual Meetings in Milwaukee, the regional meetings and the winter camp experience were the best. It was great to see that I was working for a strong company that is the best in the industry. Overall, I really enjoy meeting new people and having a chance to somehow positively impact their lives.

Best Advice Received

Follow the Granum principle. When I started out I didn’t know about the career and people in my office talked about Granum – it’s a formula already established and if you follow it you will have success. I did that and reaped the benefit from it. You don’t have to reinvent the wheel, you just have to jump on the game plan, believe in it, give 100 percent and good things will come.

Surprising Fact

Spencer isn’t the only member of his family in the insurance business. He’s trying to recruit his older sister away from a competitor, where she sells insurance, and his Mom is an underwriter who would want to work for Northwestern Mutual if it didn’t involve moving four states away from their Northeastern Ohio home!

Learn More About Spencer Hershey Jr.

Visit Spencer Hershey Jr.’s website to learn more about his career as a financial representative.


* "One of America's Top Ten Internships, 1997-2014" Vault Guide to Top Internships, 2014 edition.

Barnhart,  Timothy CLU®, CLTC :   East Syracuse, NY
Baron,  Juan CFP®, CLU®, ChFC® :   Los Angeles, CA
Bergland,  Jesse CFP®, CLU®, ChFC®, CAP® :   Eden Prairie, MN
Brown,  James CFP®, CASL®, CLU®, ChFC®, LUTCF :   Normal, IL
Chadwick,  Kevin :   Austin, TX
Condrey,  Michael CFP®, CLU®, ChFC®, CASL® :   Raleigh, NC
Dill,  John CFP®, CLU®, ChFC®, AAMS®, CRPS :   Peoria, IL
Dobbs,  Joseph CLU®, ChFC®, CLTC, CASL® :   Fargo, ND
Downs,  Chuck CFP® :   Miami, FL
Erhard,  Keith CLU®, ChFC®, CLTC :   Des Moines, IA
Forth,  Brian CLU® :   Newport Beach, CA
Funk,  Mark CLU®, ChFC :   Waterloo, IA
Janka,  Chuck ChFC®, CLU® :   Schaumburg, IL
Kierulff,  Kyle :   Newport Beach, CA
Parsons,  David CLU®, ChFC®, CASL® :   Wenatchee, WA
Roush,  Aaron CLU®, ChFC®, CFP® :   Findlay, OH
Spengel,  Keith CLU®, CLTC, CFP® :   McHenry, IL
Spizzirri,  Wendy CLU®, ChFC®, CLTC :   Elgin, IL
Steffen,  Paul CLU®, , ChFC®, :   Milwaukee, WI
Stroud,  Cristi CLU®, ChFC®, CASL®, CLF® :   West Hartford, CT
Sturges,  Luke :   Broomfield, CO
Swainsbury,  Alex :   Tulsa, OK
Whistler,  James J.D., MSFS, CFP®, ChFC®, CLU® :   San Diego, CA

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