SG Alliance – Financial Consultant Internship

SG Alliance is dedicated in helping clients to achieve their goals in the most practical and expedient manner. We offer the experience, innovation, and resources necessary to succeed in today's defying markets. By partnering with you, we help you unclothe new opportunities while routing your challenges. Our services include, but are not limited to:

1. Strategic Planning

2. Corporate Benefits

3. Employees Communications & Interactions

4. Business Consulting

5. Speaking & Seminars

1. Engage in clients' investment and financial portfolio.

2. Assist planners in customer servicing, which includes setting up

appointments with existing clients to provide ongoing service & foster relationship with clients.

3. Managing follow-ups of clients' claims and underwriting issues.

4. Provide sustenance in sales/marketing activities, administrative and daily operations.

5. Groom proposals, recommendations and documents.

6. Seat in for meetings, trainings and seminars.

7. Joining in and providing a hand in on-going projects and events with associates and managers.