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Mindcircle Agency

Financial Advisor

Mindcircle Agency

Posted

last week

Jakarta Metropolitan Area

Remote

IDR 5M

Intern Level

Internship

Match

Skills

Experience

Industry

Sema

Sema Summary

The role focuses on guiding clients in managing their financial needs through insurance products. As an intern, you will work alongside experienced advisors to develop your skills in financial planning.

About Company

Mindcircle Agency partners with MSIG Life to provide insurance solutions and cultivate professional relationships in the financial sector.

Core Requirements

  • Basic financial knowledge
  • Strong communication skills
  • Willingness to learn
  • Integrity in advising clients
  • Educational background in finance or related fields

Responsibilities

  • Assist clients in understanding insurance products
  • Conduct market research on financial products
  • Support senior advisors in client meetings
  • Prepare financial reports
  • Build client relationships
  • Maintain client databases
  • Attend training sessions

Must Have skills

Financial analysisCustomer serviceNetworkingPresentation skillsProblem-solving

Job Keywords

InsuranceFinancial PlanningClient RelationsSalesInternship

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