Financial Planning Consultant

Updated 3 months ago
No experience limit
Bachelor
8.0 hrs/day, Negotiable working days
HK $20K-30K/Month
Job Highlights
提供專業理財規劃服務
需通過IIQE保險考試
香港永久居民或持工作簽證
Job benefits
5-day week
Additional subsidies
Medical plan
Year-end bonus
Job Description
**Job Description:** <br>1. Provide professional financial planning and risk assessment services to customers<br>2. Develop new customers and maintain existing customer relationships, regularly follow up on customer needs, and provide after-sales service. <br>3. Analyze market dynamics and industry trends, and customize insurance solutions for customers. <br>4. Complete the company's sales targets and business indicators, and actively participate in team training and activities. <br>5. Comply with the Hong Kong Insurance Authority (IA) and company compliance requirements to ensure business operations comply with legal norms. <br><br>**Position requirements:** <br>1. Hong Kong permanent resident or holding a valid work visa, aged 18 or above. <br>2. Secondary School (DSE) or above, those with insurance and financial related experience are preferred. <br>3. Need to pass the Hong Kong Insurance Intermediary Qualification Examination (IIQE Part 1, Part 2 or Part 3), no license is required for those who provide training. <br>4. Have excellent communication skills and customer service awareness, be able to work independently and in teams. <br>5. Proactive, strong stress resistance,
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FRM
Cantonese
Mandarin
Candy Chung
Candy·Candy Company
Active within 3 days
Company Overview
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