Financial Planning Advisor (Life Insurance)

by Monly Chang in Insurance/Pension funding    3rd May, 2021       Central, Hong Kong, Hong Kong SAR

Financial Planning Advisor (Life Insurance)


Our client, a well established Life Insurance Broker is looking for a high caliber candidate to fulfill the above mentioned position. Details are as followings:


  • To provide professional financial planning services and perform insurance deal closing for customers 
  • Able to maintain cordial relationship with business referral sources, and maintain active communication with these business partners
  • Able to provide excellent services to high net-worth customers with skills and tact.
  • To meet monthly and quarterly sales target as assigned
  • Communicate with local & China corporate clients
  • Basic salary + attractive commission
  • Medical insurance coverage
  • 5-day work


  • Diploma holder or above
  • IIQE paper 1, 2 & 3. 
  • Good command of Mandarin and English
  • 3 years of sales experience in life insurance
  • MS Office
  • Good interpersonal & communication skills
  • Aggressive, customer oriented and hardworking

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