Financial Planning Intern
Job Summary
CK Partners is seeking a Financial Planning Intern in Penang to help promote financial services, follow up with prospects, and support team events. Interns will receive a monthly allowance, performance incentives, and hands-on training in financial planning. This role is ideal for diploma or degree students seeking industrial training who enjoy interacting with people.
Responsibilities
- Promote financial planning and will-writing services
- Find and follow up prospects, and set appointments
- Support team at financial talks and seminars
- Keep prospect records and assist with admin work
Required Skills
- Currently pursuing diploma or degree requiring industrial training
- Good interpersonal and communication skills
- Proficient in English, Bahasa Malaysia, or Mandarin
- Able to be based in Penang for the entire internship
Job Details
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)
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