Infinity Assurance Management (iAM)
At IAM, we believe in the power of social responsibility and the ability to make a positive difference in the lives of others.
We recognize that it is a privilege to have the opportunity to improve the quality of life for those in need, and we embrace the responsibility that comes with it.
As part of our commitment, we actively support various social causes that are close to our hearts.
Through volunteering our time, resources, and expertise, we strive to bring about meaningful change and make a lasting impact.
While these causes are close to us, we also encourage and support our team members in pursuing their own passions and causes that align with their personal values.
Together, we can create a better world and uplift the lives of those who need it most.
ABOUT THE PROGRAMME
This 5 weeks long programme will take place from 20 MAY 2024 to 21 JUN 2024. It will include activities like workshops, events planning, and enneagram analysis to help you better understand the industry and how you fit into it. On top of that, you will also have the opportunity to receive guidance from experienced agency leaders and practitioners in the financial services industry.
LEARNING OBJECTIVES
FINANCIAL LITERACY
Learn more about basic financial concepts like
- cash flow management,
- retirement planning,
- wealth protection,
- estate planning,
- and more
Take part in sponsored licensing examinations
SALES AND MARKETING
Be equipped with a wide array of skill sets, including:
- Effective communication skills
- Leads generation and prospecting
- Sustainable business development
- Client servicing and referrals
AGENCY MANAGEMENT
Get a glimpse into the various functions of an Agency Leader in the financial services industry, such as:
- Coaching
- Recruitment
- Business Development Planning
TRAINING ALLOWANCE:
Up to $2,500 based on the successful completion of assigned activities and project results.
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- Company:
Infinity Assurance Management (iAM) - Designation:
Wealth Management Intern - Profession:
Banking / Finance - Industry:
Finance - Location:
Queenstown