Job Description

Training program for financial planning and insurance advisory covering topics such as income protection, medical/healthcare planning, debt cancellation, savings and investment, children’s education planning, retirement income planning, estate planning (wills & trusts), insurance sales cycle and presentation, recruitment, property investment strategies, mutual fund investment, mortgage loans, business succession, key-man insurance, buy-sell agreements, and liability cancellation planning. Includes visits to Great Eastern Life, Rockwills, and OCBC, plus product and survey training.

Job Requirements

You will learn:

• The Basic of Financial Planning
• Income Protection Planning
• Medical / Healthcare Planning
• Debt Cancellation Planning
• Saving & Investment Planning
• Children’s Education Planning
• Retirement Income Planning
• Estate Planning with Will & Trust
• Amazing Sales Cycle & Presentation
• Recruitment For Future Success
• Empowering Property Investment Strategies
• Mutual Fund Investment / Mortgage Loan
• Business Succession
• Key-man Insurance
• Buy-Sell Agreement
• Liability Cancellation Planning

Visiting:

• Great Eastern Life
• Rockwills
• OCBC training
• Survey form
• Insurance product

Skills