Financial Consultant

4 weeks ago


Singapore Distinct Professional Group Full time

We are excited to have you join us in the Management Associate Program where you will experience how we groom individuals to grow personally, professionally, and financially. The Management Associate Program is designed to help you acquire invaluable financial industry knowledge, and build your management skillsets under the mentorship of experienced professionals.

Benefits:

1. Acquire financial literacy and advisory skills through professional certifications, such as CMFAS licensing examinations (RESS/M9/M9A and HI), which give you a head start when you join the industry after graduation.

2. Opportunity to learn from members of the DPG MDRT Committee through various fireside chats and events throughout the program.

3. Access networking opportunities where you can build meaningful connections with professionals in the industry and form camaraderie with fellow interns.

4. Get mentored by experienced professionals and benefit from their insights on the mastery over personal and professional challenges.

This internship program is tailored to provide you with hands-on experience and comprehensive training in the various aspects of insurance, financial planning, and client management:

Key Responsibilities:

1. Assisting senior team members in conducting comprehensive insurance needs assessments for clients.

2. Learning and implementing effective sales and marketing strategies to acquire new clients, and nurture existing ones.

3. Collaborating with the team to develop personalized financial solutions to meet clients' financial goals and risk tolerance.

4. Providing exceptional customer service by addressing client inquiries, resolving issues, and offering timely support.

5. Staying updated on industry trends, regulatory changes, and product offerings to better serve clients.



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