Job Description

Financial Consulting Trainee

We are seeking a Financial Consulting Trainee to join our team. As a trainee, you will have the opportunity to develop your skills and knowledge in financial consulting, working closely with experienced advisors.

  • You will assist clients in optimizing their insurance portfolios and saving on taxes, premiums, and fees.
  • You will participate in consulting meetings from day one and take on increasing responsibilities as you gain experience.

The successful candidate will have excellent communication skills and be able to build strong relationships with clients. You should also be proactive and able to work independently.

Required Skills:

  • Familiarity with financial concepts such as retirement planning, investment strategies, and estate settlement.
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