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kelvin

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一站式專業保險理財服務

涉及金融/保險業務

解答保險保障、理財退休需求

No experience limit


No degree required

$20K-30K/Mth

提供專業保險保障計劃諮詢

熟悉中港兩地保險法規

持有有效保險從業資格

kelvin

  • Active recently

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Chinese and Hong Kong insurance consultants

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Kelvin
Insurance
Posted within 3 months
HK $20K-30K/Month
No degree required
No experience limit
Work visa required
Full Time
8.0 hrs/day, 5 days/wk

Send application message

Work benefits
Flexible working hours

Job DescriptionTranslate to English
Job Responsibilities

  • Provide professional insurance protection plan consultation to Mainland China and Hong Kong customers, and deeply understand their actual needs in financial planning, retirement planning and wealth management
  • According to the customer's personal or family situation, tailor-made comprehensive life insurance and other relevant financial solutions to achieve the dual goals of risk protection and asset allocation
  • Comprehensive introduction of suitable insurance products for customer needs, including savings, protection and investment-linked life insurance, to help customers make wise decisions
  • Continuous follow-up on policy services, including policy review, renewal reminders and claim support, to ensure customers receive long-term stable professional support
  • Travel to Mainland China for business purposes, expand customer network and coordinate cross-regional service arrangements

Work requirements

  • Have a university degree or above, majoring in finance, economics, insurance or related fields is preferred
  • Have good Cantonese, Mandarin and basic English communication skills, and be able to communicate fluently with customers from both sides
  • Familiar with Chinese and Hong Kong insurance regulations and market environment, those with cross-border financial planning experience are preferred
  • Preference will be given to those with valid insurance professional qualifications (such as a passing grade on the Hong Kong insurance intermediary qualification examination)
  • Proactive, with good analytical skills, customer service awareness and team spirit

Languages
English
Mandarin
Cantonese
Skills
Insurance Sales

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Rima Lee
Kelvin · 人力hr
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Job Location

巧明街100號21-Kwun Tong, Kwun Tong

觀塘巧明街100號21

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