對保險行業並不熟識的大家一定有顧慮,其實保險業吸引的地方就是良好的晉升階梯和彈性工作時間,一般沒有經驗的大學畢業生入行由管理實習生MT做起,2年後可升為主任,累積5年經驗更可晉升至財富管理經理,月入可達5萬以上。
我們會更為提供:
· 專業培訓和職業發展機會
· 工作時間十分彈性,優秀員工亦有機會參加海外旅遊計畫
· 資助考取國際金融類認證證書
· 每月津貼 + 佣金 + 年終奬金
工作職責:
· 為客戶提供全面性的金融和財務分析,提供專業的財務策劃服務
· 了解客戶需要,提供個人化的方案,包括:人壽保險丶高端醫療丶儲蓄及投資計劃
· 提供中資產人士資產配置方案
· 為高端客戶提供退休管理及遺產管理意見
入職要求:
· 持有有效香港身份證/ 學生簽證 (歡迎新非本地在港的畢業生IANG)
· 持有大學或以上學歷(應屆畢業生)
· 希望有良好的事業晉升機會
· 流利的廣東話或普通話
· 歡迎轉職人士
團隊特點:
我們是非常有經驗培養沒有行業經驗的人、IANG畢業生、以及Fresh Graduates,我們提供一對一、度身訂造的的培訓系統,專業的前輩隨時請教。導師均為百萬年薪 & MDRT 以上,師資優秀。
Responsibilities:
-Understand clients’ wealth objectives and investment requirements, by monitoring risk levels of investment portfolios
-Assess clients current financial situation and develop financial plan for client by selecting suitable financial products and service
-Construct financial planning including Wealth Protection, Wealth Accumulation and Wealth Distribution
-Maintain and develop relationship with clients
-Prepare presentations and proposals for internal and client usage
-Share market insights and strategies in team
Benefits & Compensations:
-High commissionwith monthly allowance ($15000 - 50000), commission package and year-end bonus
-Professional awardsand industry-wide recognition, i.e. Million Dollar Round Table (MDRT),Court of the Table (COT), Top of the Table (TOT)
-Sponsored oversea conventions and conferences
-Great chance of promoting to higher positions
-Continuous personal development IIQE, CFA, CFP or AFP with exam resources and sponsorship
-Group medical insurance and other allowance
Requirements:
-Bachelor degree or above (Fresh graduates/ IANG visa holders are welcomed)
-Must be eligible to work in HK
-Excellent interpersonal, communication and presentation skills
-Proactive, creative and responsible
-Good knowledge and network in China market is an advantage