Wealth Advisory / Finance Intern | IMMEDIATE START

Job Responsibilities

·Acquire and manage a pool of clients’ insurance portfolio

·Building long-term relationship with clients

·Assist clients on their wealth accumulation and protection needs

·Provide recommendation to help clients meet their financial goals and needs

·Calling to set appointment (Script will be given -20% - 30% of workload)

What’s in for selected candidates?

·Acquire and manage a pool of clients’ insurance portfolios

·Building long-term relationship with clients

·Assist clients on their wealth accumulation and protection needs

·Provide recommendation to help clients meet their financial goals and needs

Job Requirements

·Poly/Uni Students are Welcome to apply.

·No prior experience required (training will be provided)

·Sincere, strong integrity and determination

Benefits:

·Flexible schedule

·Professional development

Supplemental Pay:

·Performance bonus