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kelvin

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kelvin

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kelvin

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kelvin

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需持有效保險牌照

kelvin

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No experience limit


No degree required

$20K-30K/M

提供專業理財分析與規劃

具金融或保險學科背景優先

需遵守IA法規,持保險牌照

kelvin

  • Active today

No experience limit


No degree required

$20K-30K/M

專業理財分析與規劃建議

具金融、保險學科背景優先

需遵守IA法規,持保險牌照尤佳

kelvin

  • Active today

No experience limit


No degree required

$20K-30K/M

kelvin

  • Active today

No experience limit


No degree required

$20K-30K/M

提供專業理財與保險規劃

需有保險及理財產品知識

持有效保險牌照者尤佳

kelvin

  • Active today

No experience limit


No degree required

$20K-30K/M

提供專業理財分析與規劃

需有保險及理財產品知識

持有效保險牌照者優先

kelvin

  • Active today

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Life insurance salesperson

kelvin·Insurance
Active today
HK $20K-30K/Month
No degree required
No experience limit
HK work permit required
8.0 hrs/day, 5 days/wk, Hybrid / WFH

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Work benefits
Flexible working hours

Job DescriptionTranslate to English
Job Responsibilities

  • Provide professional financial analysis to customers, evaluate their financial situation and long-term goals, and make appropriate financial planning suggestions.
  • In-depth understanding of the customer's family structure, income and expenses, and risk tolerance, clarifying their actual insurance needs.
  • Based on the customer's individual circumstances, introduce and recommend suitable life insurance, annuity plans, medical insurance, and critical illness insurance products.
  • Assist customers in completing the insurance application process, including document filling, health disclosure, and premium calculation, to ensure that the process meets regulatory requirements.
  • Continuously follow up on policy status, provide policy review services, and adjust coverage options based on life stage changes.
Work requirements

  • Secondary school graduation or above, those with financial, insurance or related academic backgrounds are preferred.
  • Have a basic understanding of insurance and financial products, and be willing to delve deeper into the operating mechanisms of various life and protection-type insurance products.
  • Have good communication skills, be able to clearly explain complex terms and compensation details to customers.
  • Value honesty and professional ethics, prioritize customer interests, and build long-term trust relationships.
  • Need to comply with the relevant regulations and industry ethical standards of the Insurance Authority (IA), those with valid insurance licenses are preferred.

Languages
English
Mandarin
Cantonese
Skills
Insurance Underwriting

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Rima Lee
Kelvin · 人力hr
Active today

Job Location

巧明街100號21-Kwun Tong, Kwun Tong

觀塘巧明街100號21

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