Financial Planning Consultant

<div> <ul> <li><strong>Job Responsibilities:</strong></li> </ul> <ol> <li>Provide professional financial planning and risk assessment services to customers.</li> <li>Develop new customers and maintain existing customer relationships, regularly follow up on customer needs, and provide after-sales service.</li> <li>Analyze market dynamics and industry trends, and customize insurance solutions for customers.</li> <li>Achieve the sales targets and business indicators set by the company, and actively participate in team training and activities. </li> <li>Comply with the Hong Kong Insurance Authority (IA) and company compliance requirements to ensure business operations comply with legal norms.</li> </ol> <br> <ul> <li><strong>Requirements:</strong></li> </ul> <ol> <li>Hong Kong permanent residents or holding valid work visa, aged 18 or above.</li> <li>Secondary School (DSE) or above, those with insurance and financial related experience are preferred.</li> <li></li> <li>Have excellent communication skills and customer service awareness, be able to work independently and in teams.</li> <li>Active and proactive, strong stress resistance.</li> </ol> </div>