Join a small Penang team (CK Partners) under a licensed life insurance agency, mentored by Keith, Unit Manager with 13 years experience (2x COT, 7x MDRT). Based at Straits Quay, Penang.
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)