Financial Planning & Insurance Advisory Internship

Kickstart your career in financial services with Perfect Direction Agency! This internship offers a unique opportunity to gain hands-on experience in financial planning, insurance advisory, and client engagement in a dynamic and supportive environment. Based in the vibrant location of Canggu, Bali, you'll work alongside seasoned professionals and contribute to real projects that will shape your future in the industry.

As a Financial Planning & Insurance Advisory Intern, you'll be immersed in the world of financial services, learning from experts in financial planning, insurance advisory, and client management. This is your chance to develop essential skills and build a strong foundation for a successful career in the field.

📋 Tanggung Jawab Pekerjaan

• Assist in the preparation and analysis of financial plans for clients, including retirement planning, investment strategies, and estate planning.
• Conduct market research and stay updated on the latest trends and developments in the financial services industry.
• Support the insurance advisory team by assisting in the development and presentation of insurance solutions to clients.
• Assist in client meetings and presentations, helping to build and maintain strong client relationships.
• Participate in team projects and contribute to the overall success of the agency's financial planning and insurance advisory services.
• Support administrative tasks, including data entry, document management, and other office duties as needed.
• Attend industry events, workshops, and training sessions to enhance your knowledge and skills.
• Work closely with mentors and colleagues to gain insights and learn best practices in financial planning and insurance advisory.

🎓 Kualifikasi & Syarat

• Currently pursuing a degree in Finance, Business Administration, or a related field.
• Strong academic record with a minimum GPA of 3.0 or equivalent.
• Basic knowledge of financial planning concepts, insurance products, and client advisory services.
• Excellent communication and interpersonal skills, with the ability to engage with clients and colleagues effectively.
• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Familiarity with financial planning software such as Vanguard Personal Advisor Services (VPAS) or similar tools.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong organizational skills and attention to detail.

🛠️ Keahlian

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