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AXA Financial Consultant (Insurance & Wealth Management Sales)
AXA 安盛·Financial Services
Job Description
AXA’s leading wealth management team is looking for a Financial Consultant (Insurance & Wealth Management Sales) to strengthen its product distribution business, manage the end-to-end product cycle and relationship building with clients.
Key Areas of Responsibilities
• Provide wealth planning solutions, primarily using insurance products, to high net worth and corporate clients for risk management, retirement planning, asset protection, and etc…
• Act as an expert resource for wealth planning and insurance products, supporting both prospects and existing clients.
• Achieve business goals and address client inquiries regarding insurance and wealth management products through client meetings and calls.
• Conduct product training and assist clients in understanding the benefits of wealth planning structures and insurance products.
Requirements
• Bachelor's degree or above
• Professional qualification of IIQE Paper 1 & 3
• Stable career history with 1+ year(s) of sales experience in the financial industry is preferred
• Solid client facing experience is a must with a strong understanding of private client distribution
• Strong presentation skills
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English
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Tsim Sha Tsui-Tsim Sha Tsui, Yau Tsim Mong
Tsim Sha Tsui
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