Intern
WFG
06.2025 - Current
- Learnt insurance selling and advised customers about financial planning.
- Tutored new licensing colleagues with their study to make the process easy for them.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Utilized strong communication abilities during presentations which led to increased understanding among colleagues regarding project goals and objectives.
- Conducted comprehensive market research to inform strategic planning.
