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Manage end-to-end product cycle and relationship building with clients

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Higher Diploma or Associate Degree

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Manage end-to-end product cycle and relationship building with clients

Achieve business goals through client meetings and calls

Professional qualification of IIQE Paper 1 & 3

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Higher Diploma or Associate Degree

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Manage end-to-end product cycle and relationship building with clients

Bachelor's degree or above required

Professional qualification of IIQE Paper 1 & 3

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AXA Financial Consultant (Insurance & Wealth Management Sales)

安盛金融有限公司·Financial Services
Replied to 11 talents in 7 days
HK $20K-30K/Month
Higher Diploma or Associate Degree
No experience limit
HK work visa available

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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


Languages
Cantonese
Mandarin
English
Skills
Sales
Risk Management

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Willy Chu
AIA Financial Limited · AXA Management Associate / Financial Planner / Management Trainee
Active within 3 days

Job Location

Tsim Sha Tsui-Tsim Sha Tsui, Yau Tsim Mong

Tsim Sha Tsui

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Direction


Company Overview

AXA Assurances is a member of the AXA Assurances Group. Guided by the Group's corporate core values and commitments, we have been actively expanding our business to make AXA a world leader in insurance, wealth management and retirement. The AXA Assurances Group was founded in the early 19th century and has 95 million customers in 50 markets2, with 154,000 employees2. The Group's revenue was €1103 billion (about HK$9258 billion)3, and its managed assets were €9830 billion (about HK$82510 billion).


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