Insurance and financial planning consultants

Why join us?

• Unlimited income potential, allowing your hard work and returns to be proportional

We provide:

• Systematic sales process training

• Potential customer resource support

• Professional financial planning and analysis tools

Main responsibilities:

• Provide a comprehensive financial needs analysis for individuals and families

• Design a personalized financial plan that covers investment, insurance, and estate planning

• Through regular review, maintain long-term customer relationships

• Understand market trends and regulatory updates

• Achieve business goals while upholding professional and ethical principles

• Assist customers in processing and applying for various types of insurance claims

Entry Requirements:

• Have secondary or above qualifications in Chinese, English, mathematics and two other subjects

• Preference will be given to those with a degree (regardless of discipline)

• Excellent communication and analysis skills

• Proactive and customer-centric thinking

• Willing to obtain relevant professional licenses (company will provide training)

• No financial background required, we provide comprehensive training and mentorship to help you build your ideal career

Job Nature: Full-time, long-term position

Benefits:

• Professional on-the-job training

• Clear promotion ladders

• MPF/Retirement plan

• Flexible working hours

• Medical insurance

Requirements:

• Secondary school education (a necessary condition)

Language requirements:

• Cantonese and Mandarin (with preference given to Cantonese)