Sales Intern
Job Summary
We are seeking an Internship Sales Executive to advise clients on financial planning including retirement, savings, and investments. The role involves preparing customized financial plans and maintaining strong client relationships through high service standards. Candidates should have a relevant background and strong communication skills in English.
Responsibilities
- Advise clients on retirement, savings, investment, and insurance planning
- Prepare financial plans according to client needs
- Maintain good client relationships with high service standards
Required Skills
- Diploma/Degree in Finance, Accounting, or Business
- Proficient in English (converse, read, write)
- 1+ years experience in Sales, Marketing, or Business Development
- No prior registration as a tied agent in life insurance & Takaful industry
Job Details
Advise the client regarding retirement, savings & investment, children education planning as well as hospital & medical planning
Prepare financial plan according to the client needs
Maintain good relationship with clients by providing high standards of services
Requirements
Diploma/Degree holder in related field of studies in Finance, Accounting or Business
Able to converse, read and write well in English
At least 1 year of working experience in any form of Sales, Marketing or Business Development role
Strictly for candidate who have not been recruited and registered as tied agent in the life insurance & Takaful industry before