Insurance Advisor/ Financial Planner- Fresh graduates welcome

by Varsha Mankani in Insurance/Pension funding    24th Oct, 2019    HKD 1k - HKD 1k    Hong Kong

Insurance Advisor/ Financial Planner- Fresh graduates welcome


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


  • 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.
  • Handle related administrative tasks such as filing, paper-work, data entry.
  • 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


  • HKCEE with 5 passes. Must have passed in Mathematics AND (English OR Chinese) 
  • IIQE license holder of 1 and 3 preferred
  • Relevant experience preferred but not a must.
  • Hungry for money, aggressive, 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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