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Internship Financial Advisor/Financial Planner

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This job is an Internship for aspiring Financial Advisors. You might like this job because you'll learn about insurance, mortgages, and more while working with clients and a team of experts in a supportive environment.

RM 500

Wangsa Maju, Kuala Lumpur, Kuala Lumpur

Job Description

  • Willing to learn and complete the internship program.
  • Cooperate with team financial planning workshop.
  • Able to independently meet with potential clients and handle service matters.
  • Master knowledge in various financial planning areas, such as insurance planning, mortgage planning, Wills & Trusts planning, etc.

Job Requirements

  • Bachelor’’ s Degree in Accounting, Finance, Actuarial Science, Business Administration, Marketing or related field
  • Discipline and have high commitment
  • Can communicate well in English, Bahasa Malaysia and Mandarin
  • Possess own transport
  • CFP / RFP qualification (will be an added bonus)

Skills

Financial Services
Willingness To Learn
Mortgage Loans
Estate Planning
Insurance Sales
Medical Insurance Claims

Company Benefits

Incentive Trip

If you work hard, you will definitely get local & overseas incentive trip, given by company


Additional Info

Company Activity

Last active - 1 week ago

Experience Level

#NoExperienceNeeded

Career Level

Internship


Company Profile

AWG AGENCY-logo-image

AWG AGENCY

提供专业的财富传承, 寿险, 贷款与一站式的理财规划辅助个人,家庭或企业以创造完美人生 To provide estate planning, insurance planning, loan planning and one stop wealth management solution to individual, family and corporate to achieve their financial goal    提供一个迈向财务自由的高收入创业平台 To provide a high-income career with the opportunity towards achieving financial freedom 链接团队资源, 促进我们的客户互动成长 Utilize team resources to make our customers grow together