Financial Consultant

BIKC & Co
Financial Services
Published on 2024-11-15
Salary negotiable
Higher Diploma or Associate Degree
1 to 3 years
Work visa required

Send application message

Job Description
Insurance financial planning and consulting Management Associate

(Welcome high talents / IANG the most suitable career development path for getting Hong Kong permanent residency)

Our recruitment is a different kind of recruitment, allowing prospective applicants to clearly understand the insurance industry and make a clear and definite career choice for themselves.

About "insurance industry background" ——

Hong Kong's insurance industry has developed for many years in Hong Kong, especially in recent years in the fierce competition, insurance companies Product Day New and Moon. The biggest beneficiaries are those who plan their wealth through insurance, including mainland customers.

Hong Kong insurance has attracted a large number of mainland Chinese to come to Hong Kong for insurance for more than a decade. As a whole, the single mainland Chinese customer group's insurance premium reached a staggering HK$59 billion in 2023.

In recent years, in addition to attracting mainland Chinese to Hong Kong for insurance, the opening up of Hong Kong policies has attracted a large number of mainland talents. In 2023, a total of 80,207 IANGs and 62,873 Talent Pass holders applied.

About "AXA" ——

AXA is an insurance company established in 1817, with a history of managing nearly 80,000 billion assets. It ranks among the top in the world's 500 largest companies. Currently, the company's main business is in France, Europe, Hong Kong and Southeast Asia, with Hong Kong as its Asian headquarters and also working with the world's largest bank, Industrial and Commercial Bank of China, to expand the market in the mainland.

When financial advisors consider companies, they choose AXA for two major advantages:

1) Can simultaneously apply for insurance licenses in Hong Kong and the mainland, sell insurance products from both sides, and make the business scope more comprehensive;

2) The college graduate plan is the highest value for the bank (especially the income requirement for renewal)

About Project Umbrella

Reforming the insurance industry with legal expertise — Project Umbrella is a team within AXA, established by 3 former practicing lawyers and a marketing expert, with the goal of building a young and professional team from diverse backgrounds, including Cambridge MBA, former professor of actuarial science, mathematics master's degree, lawyer, bank manager, licensed auditor, investment bank analyst, IT company Director, licensed accountant and marketing specialist, etc.

New generation insurance sales leader - Project Umbrella invests resources in innovative online marketing, attracting insurance-conscious customers to actively inquire, and online marketing will be the mainstream direction of the insurance industry. Click here to learn more: https://projectumbrellahk.com/be-special

China and Hong Kong business support - team members can be licensed in both the mainland and Hong Kong, with one team founder serving as regional director for the mainland, and the team's customers also networked throughout the country, including Shanghai, Beijing, and even Xinjiang and Mongolia. The manager is familiar with domestic business and culture, and can effectively assist members with any customer inquiries in China and Hong Kong.

New generation work culture - The team fully adopts the new generation work culture, so it will not force members to run business. The team advocates that newcomers set suitable work goals for themselves and be responsible for their own careers. The manager's responsibility is not to force you to run business, but to help you achieve the goals you have set.

About the "High Talent Program" or "IANG" ---

Why apply for permanent residency in Hong Kong? Because after applying through the insurance industry, the advantages of becoming a permanent resident of Hong Kong are as follows:

1) Statistical data shows that the five major industries in the middle of 2022, finance and insurance are ranked second, with a monthly salary of $30,500 Hong Kong dollars, which is almost twice the monthly income of the median Hong Kong salary;

2) Hong Kong's tax and medical benefits are better than those in the mainland, with a simpler tax system and more comprehensive social benefits;

4) In terms of work, financial advisors do not need to stay in the office to work, and should only stay in the office. Therefore, consultants can travel back and forth between Hong Kong and the mainland to expand the market and develop business, which is a very attractive working mode for mainlanders.

Insurance intermediary's responsibilities:

1) Provide professional insurance and financial knowledge to help customers plan suitable financial solutions;

2) Actively explore the insurance markets in Hong Kong and the mainland, and develop business;

3) Use project Umbrella's social media platform to expand your business;

4) Build personal image, implement work philosophy and team philosophy

4) Participate in all team and regional weekly meetings;

5) Regularly report business development progress to the manager;

6) Develop your own insurance team.

We recruit the following:

Responsibility for one's choices and actions (must have a sense of responsibility);

Good communication skills;

Curiosity, innovation spirit;

Clear sense of purpose, persistence;

High Talent Pass applicant, fresh graduates and IANG (students with a university degree or above can enjoy an additional allowance)

Your compensation:

High Talent Pass or IANG can apply for the Graduates Program

1) Plan support payment $10,000 - $50,000 Hong Kong dollars per month

2) Basic commission

3) Multiple bonuses up to nine times: including quarterly bonuses, year-end bonuses, renewal bonuses, MDRT bonuses, etc.

4) Outstanding consultants can enjoy annual overseas business meetings sponsored by the region and the company

5) Company graduate professional training

6) Team assistance in applying for IANG or Talent Pass renewal

7) Medical benefits

If you want to know more, you can go to the following link, where Bryan Ip, one of the founders of Project Umbrella, will explain everything to you, from the high-talent pass to permanent residency in Hong Kong:

1) About the insurance industry:

Link: https://www.youtube.com/watch?v=WCGyVa7f3wA&list=PL-yiN4RhhQodX2q7HTP7iktXab7fb-vfc&index=2

2) About the High Talent Pass (IANG is also applicable)

Link: https://www.youtube.com/watch?v=QsS5SaVcnjM

If you are interested in joining our team, you can apply as follows or directly WhatsApp:******

or WeChat:b1i1k2c2


Languages
Cantonese
Mandarin
Skills
數碼媒體
Sales
文字輸入
Documentation
B2C Marketing

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Ka Chiao Bryan Ip
BIKC & Co · Senior Branch Manager

Job Location

安盛金融大樓-Kwun Tong, Kwun Tong

香港觀塘巧明街100號

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