Hong Kong insurance advisor/wealth planner (familiar with US insurance is better)
Duties include:
1. Customer development and operation
* Responsible for the development and maintenance of high net worth clients and middle to high-income families, continuously expanding customer resources through online and offline channels;
* In-depth understanding of customer family structure, wealth status, asset allocation needs and risk preferences;
* Build long-term customer relationships, continuously improve customer referral rate and repeat purchase rate.
2. Insurance scheme planning
* Provide Hong Kong insurance product consultation and wealth planning advice based on customer needs;
* Design comprehensive insurance plans for customers, including life insurance, critical illness insurance, medical insurance, savings and dividend insurance, education insurance, and pension insurance;
* Assist customers in completing the insurance application process, and provide excellent post-purchase service and renewal maintenance.
3. Asset allocation services
* Collaborate with the company's professional team to provide customers with insurance, family trust, overseas asset allocation, etc. Comprehensive solutions;
* Continuously track market dynamics and industry policy changes, and provide professional information services to customers.
4. Brand and content operation
* Participate in company customer activities, wealth salons and online live broadcasts, etc. marketing activities;
* Build your personal professional brand, enhance your industry influence and customer trust.
Basic requirements
* Bachelor's degree or above;
* More than 3 years of sales experience in the financial, insurance, wealth management, real estate, and high-end service industries;
* Have strong communication skills, customer development abilities, and service awareness.
Priority conditions
* Priority will be given to those with experience as insurance agents, financial advisors, and wealth advisors;
* Priority will be given to those with high net worth client resources;
* Familiar with Hong Kong insurance products and cross-border wealth management business;
* Priority will be given to those with insurance, financial related qualifications certificates.
We hope you have
* Goal-oriented, with excellent sales closing skills;
* Good learning ability and financial knowledge understanding ability;
* Have long-term development aspirations for the wealth management industry;
* Have professional consulting awareness, rather than simply product sales thinking.
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## Salary and benefits
* High-competitive commission and bonus system;
* Newcomer development plan and professional training support;
* Rich customer resources and market activity support;
* Clear promotion path, can develop towards team manager or senior wealth advisor;
* International financial industry platform, contact high net worth customer groups.
