4 to 8 hours/day, 8 days off per month, Hybrid, Rotating shifts
HK $20K-50K/Month
Job Highlights
專業財富管理服務
曾任金融或銀行優先
專業企業家及銀行家團隊
Job benefits
Uncapped Commission
Monthly Bonus
Quarterly Bonus
Sign-on Bonus
Job Description
Job Responsibilities
Assist individual customers in integrating and transferring their MPF accounts, optimizing their retirement savings structure and long-term asset allocation.
Design and implement group life insurance, medical coverage, and employee retirement benefits for small and medium-sized enterprises and institutional customers, thereby improving employee protection levels and corporate talent attraction.
Proactively explore potential markets, expand high-net-worth individuals and corporate customers through customer referrals, social networking, online promotion and offline activities.
Regularly review your clients’ financial health and adjust their protection and investment strategies based on life stage changes (such as marriage, home ownership, parenting, and retirement). Ensure that the solution remains closely aligned with their actual needs.
Work requirements
Have secondary school diploma or above; fresh graduates and those with no relevant work experience are welcome to apply, the company provides systematic training and mentor support.
Fluent Cantonese, with basic English and Mandarin communication skills, able to clearly communicate with clients of different backgrounds in three languages.
Be passionate about the financial services industry, with good interpersonal sensitivity, sense of responsibility, and service awareness, and value the establishment of long-term customer relationships.
Have basic digital analysis skills, understand insurance policy terms, MPF rules and common investment product characteristics; those with financial, banking or insurance industry experience are given priority.
Benefits
Monthly salary range from HKD$20,000 to $50,000, depending on personal performance, professional qualifications, and business contributions.
Monthly enjoy 8 days off, flexible working hours, working 4 to 8 hours a day, and rotating shift system to balance life rhythm and career development.
Join a high-cooperation team composed of professional entrepreneurs and senior bankers, and enjoy continuous learning resources, internal certification support, and clear promotion paths.
Comprehensive career development package, including insurance industry regulator (IA) recognized course funding, CFP/ChFC and other professional qualification examination subsidies and one-to-one career navigation.
Enjoy industry-competitive commission and performance bonus, and participate in the annual outstanding performance bonus and overseas study opportunities.
STL entrepreneur team. The company's background is a global financial, life insurance and property insurance company with the largest scale, with a market value of over 1 trillion 300 billion US dollars and a presence in 54 countries around the world. In recent years, it has begun to develop business in Asia.
In addition to general insurance, our team has a full range of household business transfer and management, insurance, banking, securities, real estate, accounting, law, further study, immigration, catering and market brand promotion for entrepreneurs.
