Insurance Broker

鑫承家族·Human Resources Management / Consultancy

Replied to 6 talents in 7 days
HK work permit required
No experience limit
Higher Diploma or Associate Degree
Working day negotiable, Hybrid
HK $30K-45K/Month
Job Highlights
Flexible working hours, 5-day work week
Generous remuneration, year-end bonus, flexible bonus
Job benefits
Year-end bonus
Job Description

Job Description:

Implement business plans to lead team to achieve preset sales targets and objective

Generate new business for the company

Identify customers’ needs and match their needs with appropriate products and services

Provide high quality customer service and professional advise in the best interests of customers

Ensure sales are in compliance with the Company's policies, procedures and regulatory guidelines

Conduct the sales activities within the compliance and regulatory boundaries

Job Description:

Execute business plans and lead the team to achieve preset sales targets and goals

Create new business for the company

Determine customer needs and match them with appropriate products and services

Provide high-quality customer service and professional advice for the maximum benefit of our customers

Ensure sales comply with company policies, procedures, and regulatory guidelines

Requirement:

Degree holder or above

Hold IIQE Paper 1, 3

With banking, insurance or sales experience in retail banking, insurance or brokerage would be an advantage

Requirements:

Bachelor's degree or above

Hold IIQE certificate 1, 3

Holding banking, insurance experience, sales experience is more advantageous, (retail banking, insurance or brokerage business)

View more
Financial Consultancy
Customer Communication
Mandarin
Candy Cen
Xin Cheng Family·hrbp
Active within 3 days
Company Overview
Company introduction Our mission is to professionally safeguard wealth and wisely inherit the family. Our ultimate goal is to help families transform from "wealth" to "nobility", achieve generational prosperity in wealth, talent, and culture. Based in the international financial centers of Hong Kong and Macau, we are committed to providing all-encompassing, one-stop global wealth management services to high net worth and ultra-high net worth individuals and families in the form of family offices, especially skilled in providing top-down wealth management framework design for families, and providing solid wealth management back-up support platform services to thousands of cooperative partners for a long time. Core values: professional vision, sustainable trust 1. Professional advancement, fulfilling one's duties Integrity: We hold ourselves to the highest professional standards, continuous learning, and continuous improvement. We prioritize our clients' interests, fulfill our fiduciary responsibilities with absolute honesty and loyalty, and fulfill our duties. 2. Look into the future, wisdom is inherited 3. Sustainable family business, co-prosperity and coexistence Innate: All our strategies serve the ultimate goal of "family business sustainability". We are committed to promoting harmony among family members, connecting family and corporate development, and promoting the coexistence and co-prosperity of family wealth and social value, achieving the unity of "self-interest" and "other-interest". 4. Trust like the sea, entrust like a mountain
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