Financial Planner

SUN LIFE·Insurance

HK work permit required
No experience limit
Diploma of Secondary School
9.0 hrs/day, 5 days/wk
High commission with base salary
HK $12K-42K/Month
Job Highlights
首年津貼HKD12,000-50,000
彈性工時,支援混合工作模式
全球會議參與機會
Job benefits
Competitive pay
Year-end bonus
Flexible working hours
5-day week
expand
Job Description

Work highlights

First year allowance HKD8,000-50,000

Flexible working hours, supporting hybrid work modes

Global conference participation opportunities

Job Description

Job Responsibilities

Provide professional financial planning and asset allocation advice to customers, and help them set financial goals for each stage of their lives

Based on customer needs, analyze risk protection, retirement planning, education funds, and tax arrangements for comprehensive solutions

Through one-on-one consultation and family financial diagnosis, build long-term trust relationships and provide continuous services

Regularly attend local and global conferences to keep up with market trends and industry dynamics

Work requirements

Have secondary five education (DSE five subjects qualified, including Chinese, English and mathematics) or above qualifications

Desire for success and self-motivation, willing to accept challenges and continuous growth

No need for relevant experience, the company provides free license preparation and practical training

Holding a permanent Hong Kong resident identity or meeting the eligibility criteria for Talent Pass, Elite Pass, IANG, Dependents' visa or other qualified work permits

Benefits

First year allowance HKD8,000–50,000 (base salary + high commission)

Flexible bonuses and monthly bonuses, as well as year-end bonuses

Flexible working hours, supporting hybrid work mode and remote work

Enjoy 14 days of annual leave per year and provide a medical insurance plan

Global conference participation opportunities, expand international horizons

View more
Retail Banking
Financial Markets
Financial Risk Management
Cantonese
Mandarin
English
David Chan
SUN LIFE·Financial Planner
Active within 3 days
Company Overview
Sun Life: A century-old financial giant, leading the new era of wealth management Founded in 1865, Yung Ming Financial, the oldest multinational life insurance company in Hong Kong (established in Hong Kong in 1892), has achieved industry benchmarks with its 160-year solid foundation. We have been selected for 16 consecutive years as one of the "Global 100 Most Sustainable Development Enterprises", and we have been honored with the highest MSCI ESG AAA rating, demonstrating our steadfast commitment to long-term value. Financial strength leading the industry 152% solvency ratio (twice the regulatory requirement), with a top credit rating of Standard & Poor's AA and Moody's Aa3 ROE reaches 17.2% (30% above industry average), EPS $4.89, first in the industry, creating a 47% total return for shareholders over 5 years AUM of $1.13 trillion, empowered by over 800 professional investment teams globally to enhance asset value Hong Kong market leader 2024 year-on-year growth of 90% (market 3.2 times), the agent channel remains firmly in the top five in Hong Kong High net worth business absolute advantage: Over one billion yuan in insurance policies account for 11.9%, and insurance policies with a value of tens of millions of yuan account for 30.9% of the first year's insurance premiums One in eight Hong Kong residents is a customer, and the MPF market share is third Agent empowerment system Sun Gateway: 23,000 square feet of high-end wealth management center, serving billion-dollar asset customers Exclusive training resources: co-host the first family office course in Hong Kong with Hang Seng University, cultivating professional talents Innovative service support: ⭐ Market unique "original red envelope guarantee" savings product ⭐ eSun Medical Support (covering over 4,200 hospitals in mainland China) ⭐ Asia-Pacific's first family office forum Join us and share the growth bonus Yong Ming Financial is expanding the market at a leading 90% growth rate in Hong Kong, and is now recruiting elite agents to provide you with: ✅ Industry-leading training and digitalization of sales tools ✅ Sustainable Development Financial Products Matrix Partner with a century-old financial platform to define the new future of wealth management!
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