
Career Launch Professional
4 days ago
Launch Your Career in Financial Services
Embark on a comprehensive training journey within the financial services industry. This role offers a blend of experiential learning in both agency and corporate settings, providing a thorough understanding of the industry's operations beyond product sales.
As a trainee, you will be paired with successful agency leaders for mentorship and receive extensive training in financial products, sales techniques, personal branding, and business management. Additionally, you will have the opportunity to attend networking events, connecting with senior corporate leaders, industry experts, and successful financial consultants.
- Participate in structured training and development programs, including obtaining certifications (e.g. CMFAS) to enhance product knowledge and soft skills.
- Work closely with senior financial consultants and mentors to understand industry best practices, shadow customer meetings, and develop professional financial advisory skills.
- Gain exposure to real-world financial consulting scenarios and customer interactions.
- Stay updated on financial products, market trends, and regulations to offer informed advice to customers and tailor solutions to meet their needs.
- Support business growth by identifying and reaching out to potential customers, fostering strong relationships, and conducting financial needs assessments.
- Ensure adherence to industry regulations, internal policies, and company compliance standards.
Requirements:
- No prior experience required.
- Minimum Diploma holder.
Develop a Strong Foundation in Finance
Product Knowledge
Wealth Management
Sales
Financial Planning
Investments
Wealth Accumulation
Wealth
Risk Management
Soft Skills
Needs Analysis
Compliance
Networking
Cash Management
Consulting
Financial Advisory
Financial Services
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