INTERNSHIP

Key Responsibilities:

1. Sales & Consultation

Assist advisors in identifying client needs and recommending suitable insurance solutions
Support client meetings, presentations, and follow-ups
Learn how to explain policy features, benefits, and coverage options

2. Digital Marketing

Help create and manage content for social media platforms
Assist in running online campaigns and tracking engagement
Support branding and lead generation initiatives

3. Customer Service

Respond to client inquiries via phone, email, or messaging platforms
Maintain client records and ensure accurate documentation
Provide administrative support to enhance client experience

4. Interactive Learning

Participate in training sessions, workshops, and mentorship programs
Engage in role-playing and real-life case discussions
Gain exposure to industry practices, compliance, and regulations

5. Financial Portfolio Analysis

Assist in analyzing clients’ financial portfolios and risk profiles
Support preparation of basic financial reports and recommendations
Learn fundamentals of financial planning and wealth protection strategies