Penang Financial Planning Intern | Mentored & Events

CK Partners; George Town; On-site; MYR 33,000 - 89,000; Full time

Job summary

CK Partners in Penang invites you to join a small local team mentored by Keith, Unit Manager with 13 years of experience in life insurance. Based at Straits Quay, Penang, you will be immersed in a licensed agency environment and gain hands-on exposure to financial planning and will-writing services.

Your daily tasks include promoting services on social media and at mall booths, identifying and following up prospects, and scheduling appointments for the team.

Responsibilities

• 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

Job description

CK Partners in Penang invites you to join a small local team mentored by Keith, Unit Manager with 13 years of experience in life insurance. Based at Straits Quay, Penang, you will be immersed in a licensed agency environment and gain hands-on exposure to financial planning and will-writing services.

Your daily tasks include promoting services on social media and at mall booths, identifying and following up prospects, and scheduling appointments for the team.