Job Description
Internship Opportunity at Excel Life – Financial Advisory Services
Excel Life, a well-established financial advisory firm with 26 years of experience, specializes in Investment Planning, Employee Benefit Schemes, Health Care, and Insurance. We are currently seeking a motivated young intern to train, develop, and provide support services to our senior Financial Advisor and clients.
This internship is ideally suited for candidates residing in the Upper Highway area of Durban.
Key Responsibilities
- Assist senior Financial Advisor in daily tasks and client management
- Support investment planning and employee benefit scheme processes
- Develop skills and knowledge in health care and insurance advisory services
- Maintain accurate records using Microsoft Office tools
Requirements
Qualifications and Skills
- Completed Degree in Finance or a related field
- Proficiency in MS Excel, Word, and Outlook
- Strong computer literacy
- High value on people care, honesty, openness, integrity, and loyalty
- Teachable and a committed team player
Preferred Location
Applicants living in the Upper Highway region of Durban will have an advantage.
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