MPF Consultant

Charlton
Insurance
Updated 3 months ago
HK $30K-45K/Month
Diploma of Secondary School
1 to 3 years
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
Discretionary bonus
Flexible working hours
Gratuity
Insurance plan
Year-end bonus
Work from home

Job Description
<div>Position: MPF Consultant(The company provides a lot of customer follow-up)<br><br>Job Responsibilities:<br>1. Provide professional advice and solutions to clients regarding Mandatory Provident Fund (MPF) schemes and personal insurance products, ensuring their financial needs and retirement goals are met.<br>2. Conduct thorough assessments of clients' current financial situations, risk tolerance, and future requirements to recommend appropriate MPF plans and insurance options.<br>3. Maintain up-to-date knowledge of MPF regulations, market trends, and product offerings to offer accurate and timely information to clients.<br>4. Develop and nurture long-term relationships with existing and potential clients through regular communication, follow-ups, and consultations.<br>5. Collaborate with internal teams and external partners to ensure smooth implementation and administration of MPF accounts and insurance policies.<br><br>Job Requirements:<br>1. Possess a solid understanding of MPF schemes and personal insurance products, with relevant industry experience being advantageous.<br>2. Demonstrate strong analytical skills to evaluate clients' financial profiles and provide tailored recommendations.<br>3. Exhibit excellent communication and interpersonal abilities to effectively engage with clients and stakeholders.<br>4. Be highly organized and detail-oriented, capable of managing multiple client accounts and adhering to compliance standards.<br>5. Hold necessary licenses or certifications related to financial advisory services, such as those required for insurance and MPF consultancy.<br><br>Note: If the original job description mentioned any specific benefits, they would be included here. However, since no benefits were specified in the provided description, this section is omitted.</div><div><br></div><div>The company provides a lot of customer follow-up<br></div><div>Position: MPF Consultant <br><br>**Job Responsibilities** <br>Provide professional advice and solutions to clients regarding Mandatory Provident Fund (MPF) schemes and personal insurance products, ensuring their financial needs and retirement goals are met. Conduct thorough assessments of clients' current financial situations, risk tolerance, and future requirements to recommend appropriate MPF plans and insurance options. Maintain up-to-date knowledge of MPF regulations, market trends, and product offerings to offer accurate and timely information to clients. Develop and nurture long-term relationships with existing and potential clients through regular communication, follow-ups, and consultations. Collaborate with internal teams and external partners to ensure smooth implementation and administration of MPF accounts and insurance policies. Additionally, handle customer follow-ups effectively to enhance client satisfaction and retention. <br><br>**Job Requirements** <br>Possess a solid understanding of MPF schemes and personal insurance products, with relevant industry experience being advantageous. Demonstrate strong analytical skills to evaluate clients' financial profiles and provide tailored recommendations. Exhibit excellent communication and interpersonal abilities to effectively engage with clients and stakeholders. Be highly organized and detail-oriented, capable of managing multiple client accounts and adhering to compliance standards. Hold necessary licenses or certifications related to financial advisory services, such as those required for insurance and MPF consultancy. Be committed to delivering exceptional service and maintaining professionalism in all client interactions.</div>

Languages
English
Cantonese
Mandarin
Skills
Events
網上廣告
理財諮詢

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Allen Lam
Charlton · Team Manager
Active within 3 days

Job Location

Plaza 88-Tsuen Wan, Tsuen Wan

荃灣楊屋道88號

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