Financial business representative

山盟YML·Financial Services

Active within 6 days

HK work permit required

No experience limit

Higher Diploma or Associate Degree

5 days per week

HK $20K-30K/Month

Job Highlights

Generous salary, flexible bonus, year-end bonus

Flexible working hours, five-day work week

Additional allowances, insurance plan, medical plan

Job benefits

Year-end bonus

Additional subsidies

Insurance plan

Job Description

Sales

Job Responsibilities

Promote and sell financial products and services to customers, including but not limited to insurance, investment management, credit, etc.
According to the customer's financial situation and needs, provide professional financial advice and personalized solutions
Actively develop new customers and maintain existing customer relationships, enhance customer satisfaction and loyalty
Regularly achieve the company's set performance targets and submit business progress reports on time
Participate in product training and business meetings arranged by the company, and continuously improve professional knowledge and sales skills

Work requirements

Have good communication skills and interpersonal interaction skills, and be able to effectively establish customer trust
Have a basic understanding of financial markets and related products, and be willing to deepen your learning of various financial instruments
Have self-motivation, be able to work independently and withstand performance pressure
High school diploma or above, those with financial related certificates are given priority

Customer Relationship

Customer Communication

FIN

Cantonese

English

Mandarin