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Internship Financial Planning Intern (Penang)

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AI-generated summary

  • Promote financial planning & wills online & at mall booths; prospect, set appts, support talks & admin.
  • Straits Quay team mentored by Keith (13y, 2x COT, 7x MDRT).
  • RM400/mo, training and a path to licensed Financial Planner (PCIL, TBE)!

RM 400

Straits Quay, Penang

Job Description

Join a small Penang team (CK Partners) under a licensed life insurance agency, mentored by Keith, Unit Manager with 13 years experience (2x COT, 7x MDRT). Based at Straits Quay, Penang.

What you will do

  • Help promote our financial planning and will-writing services on social media and at booths in malls and events
  • Find and follow up prospects, and set appointments for the team
  • Support the team at financial talks and seminars
  • Keep prospect records and help with admin work

What you get

  • RM400 monthly allowance, plus a performance incentive on wills you help close (not guaranteed)
  • Training in financial planning and family protection basics
  • Real sales experience and an industrial training letter
  • After the internship you can continue as a Financial Planner (PCIL licensing exam, TBE for takaful)

Job Requirements

  • Diploma or degree student who needs industrial training (internship)
  • Likes talking to people
  • English, Bahasa Malaysia or Mandarin
  • Able to be in Penang for the whole internship

Skills

Communication

Additional Info

Company Activity

Last active - few days ago

Experience Level

#NoExperienceNeeded

Career Level

Internship

Job Specialisation


Company Profile

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CK Partners

We believe in Professional, Trust and Creating Values. Entrepreneurship mindset and innovation in marketing are always our priority. We believe in freedom of speech to get the best idea among the new marketing way. CK Partners are specialised in Insurance Digital Marketing (Facebook, Instagram and etc) to get new customers.CK Partners established Since 2013 and providing risk profiling, financial health review,...