Financial Services Intern
Job Summary
This is an internship training program focused on financial planning and insurance advisory. Participants will learn various financial topics including income protection, wealth management, and investment strategies. The program also includes corporate visits and hands-on product and survey training.
Responsibilities
- Participate in financial planning and insurance advisory training
- Learn various wealth management and investment strategies
- Join corporate visits to financial institutions
Required Skills
- Willingness to learn financial planning basics
- Interest in insurance advisory and sales cycles
- Openness to investment and wealth management concepts
Job Details
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.
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