Financial Planner

by Varsha Mankani in Insurance/Pension funding    2nd Nov, 2020       Hong Kong, Hong Kong, Hong Kong SAR

Financial Planner

Introduction:

Our client is a leading insurance firm and we are now seeking fast paced, aggressive and money-driven candidates to join the team.

Responsibilities:


  • Provide insurance advisory services to clients depending on their needs and risk appetite.       
  • Meet and engage with business prospects/ existing clients on a regular basis.     
  • Hit and overachieve sales and business targets.
  • Conduct market research to keep updated with latest trends and regulations.    
  • Build a solid pool of potential clients by networking, asking for referrals, attending conferences and seminars etc.      
  • Prepare various reports for management’s review     
  • Participate in ad hoc tasks

Requirements:


  • Diploma/ Degree holder
  • HKCEE with 5 passes. Must have passed in (English OR Chinese) AND Mathematics    
  • IIQE license holder of 1 and 3 preferred   
  • At least 1-2 years of sales experience gained in the financial services industry.    
  • Fast paced, sales-driven and self-motivated.    
  • Not afraid to meet new people. Strong communication and interpersonal skills.
  • Fluent in Cantonese. Business level English and Mandarin.

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For more information about this job opportunity please contact our consultant.

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