Financial advisor (insurance company)

Easy Smart International
Others
Updated on 01-04
HK $20K-30K/Month
Bachelor
No experience limit
Full Time
9.0 hrs/day, 5 days/wk

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Work benefits
Competitive pay
Discretionary bonus
Year-end bonus
Flexible working hours

Job DescriptionTranslate to English
<div>French AXA Insurance Group, world's top 5, with the largest asset management scale. The company has a mature training system and a one-to-one teaching model, and welcomes talents of all kinds, including IANG, to apply. Currently, the company provides corresponding financial support in the first two years, with a high base salary and high commission that are competitive in the industry. Welcome to communicate and understand.<br></div><div>Job Responsibilities:</div><div> <ul> <li>Provide professional financial analysis and wealth management planning advice to customers, and assist them in formulating suitable insurance and investment plans.</li> <li>Based on the customer's financial situation, risk tolerance, and life goals, tailor a personalized insurance product portfolio.</li> <li>Regularly follow up on existing customers’ insurance policies, provide renewal, policy review and adjustment advice, etc. services.</li> <li>Develop new customer resources, establish long-term customer relationships through telephone, face-to-face or promotional activities. </li> <li>Comply with insurance regulatory agencies and internal compliance requirements to ensure transparent and compliant sales processes.</li> </ul> </div> <div>Work requirements<br> <ul> <li></li> <li>Have basic financial knowledge and insurance product understanding ability, familiar with life insurance, medical insurance, savings and investment-linked insurance products.</li> <li>Excellent communication skills and service awareness, able to clearly explain complex terms and financial concepts to customers.</li> <li>Active and proactive, goal-oriented and self-motivated, able to independently achieve performance indicators.</li> <li>University degree or above, do not need to understand Cantonese, able to read and write Chinese, and master Mandarin is enough.</li> </ul> </div> <div>Benefits<br> <ul> <li>Provide a competitive commission system and performance bonuses, with income and performance linked, with no upper limit.</li> <li>Enjoy comprehensive on-the-job training and professional development programs, including product knowledge, sales skills, and compliance courses.</li> <li>The company provides customer resource support and market promotion activities to assist business expansion.</li> <li>Outstanding performers can be promoted to team leaders or regional managers, leading the team to grow together.</li> <li>Enjoy bank deposit protection, medical insurance, and accident insurance as employee benefits.</li> </ul> </div>

Languages
Mandarin
English
Cantonese
Skills
Business Finance
Investment / Asset Management Manager
Financial Risk Management

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Lillian Dai
Easy Smart International · HRManager
Active within 3 days

Job Location

中港城-Tsim Sha Tsui, Yau Tsim Mong

尖沙咀廣東道33號

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