Organisation Overview
William Tan Organisation is an agency unit of Prudential Assurance Company (Pte) Ltd. As an Organisation, we have been offering Financial Consultant Internship positions for students who want to challenge themselves and have a phenomenal experience working in the financial industry.
Interns who will be working under Agencies of William Tan Organisation, will be led by dedicated mentors and be working along a dynamic team of fun-loving, dedicated and passionate Financial Consultants who have been helping individuals to manage their insurance portfolios and providing sound financial advice since 2011. Our focus is to bring well-rounded financial solutions to customers, with product offerings in Protection, Savings and Investment. Through the internship programme, interns will gain the necessary knowledge and skills to provide well-rounded financial solutions to customers.
With a strong system and internship programme, together with dedicated mentors, William Tan Organisation has in the past successfully groomed many student financial consultants into Agency Leaders and also Premier Financial Consultants upon their graduation, attaining financial freedom and success. We are confident and will continue to groom students into successful individuals.
Internship Responsibilities & Learning Objectives
Interns will be responsible for and learn to become proficient in the following areas*:
- Being certified in M5, M9, M9A and HI
- Attending mandatory foundation training by Prudential Assurance Company (Pte) Ltd.
- Prospecting for clients
- Client acquisition through referral programmes
- Portfolio analysis and management for clients
- Customised marketing techniques and market segmentation
*Interns will only engage in actual sales advisory work after being licensed and contracted with Prudential Assurance Company (Pte) Ltd.
Internship Benefits
- Well-rounded exposure to Prudential Singapore lines of business will give interns unappalled opportunities to hone their entrepreneurial skills.
- Exposure to classroom-based learning and applied fieldwork will provide definitive training and prepare interns for a career in sales upon graduation.
- Qualified and approachable mentors will be available to provide guidance and leadership coaching, this will enable interns to gain valuable skills and competences needed to excel in their future careers
- Training provided by Prudential’s in-house training wing, Academy of Competences & education (ACE), will provided high standard of continuous learning to the Premier Agency Force that will enhance the professionalism and productivity of interns.
Entry Requirements
We are looking for result-oriented and talented individuals who are interested in a career in sales and are keen to learn and develop a good understanding of the role of a financial consultant in the financial service industry in Singapore.
- Minimum 21 years of age (MAS requirement)
- Tertiary undergraduates from any local universities or private institutions offering a recognized degree programme
- Minimum academic qualifications of a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
Related Job Searches:
- Company:
Yanghuiting & Associates - Designation:
Financial Consultant Internship - Profession:
Insurance - Industry:
Finance