Company Overview

With a history spanning over 100 years, we have been dedicated to providing our clients with tailored financial planning, protection, and retirement solutions. Through comprehensive professional training and robust resource support, we empower our financial consultants to develop their careers and achieve their full potential.

Job Responsibilities

• Develop a solid understanding of common financial and investment tools , as well as insurance products such as life insurance, medical and critical illness coverage, accident protection, and annuities.
• Provide holistic financial planning services to individual, family, and corporate clients.
• Proactively listen to and analyze client needs, offering customized asset allocation strategies covering areas such as wealth management, insurance planning, investment solutions, education funding, retirement planning, wealth succession, tax planning, and estate allocation.
• Maintain long-term client relationships through professional after-sales service and trusted financial advice.
• Participate in company training sessions to stay informed about market trends and the latest products.
• Assist in managing social media and organizing events to raise public awareness of financial and retirement planning.
• Provide advice on MPF (Mandatory Provident Fund) consolidation and transfer options for clients.

Requirements

• Higher Diploma or above.
• Fluent in Mandarin or Cantonese, with basic proficiency in English.
• Possess legal working rights in Hong Kong (e.g., Dependant Visa, IANG Visa, or other eligible visa status).
• Responsible, self-disciplined, eager to learn, positive-minded, and willing to embrace challenges.

Compensation & Benefits

• Attractive base salary plus commission and outstanding performance bonuses (package negotiable depending on academic qualifications and experience).
• Training allowances, renewal bonuses, new joiner incentives, and annual bonuses.
• Opportunities to attend overseas business conferences.

What We Offer

• Full sponsorship for obtaining relevant industry licenses and certifications (IIQE Paper 1/3), along with comprehensive examination support.
• Professional in-house training programs available in Cantonese or Mandarin, covering product knowledge, compliant sales practices, client psychology, and social media marketing skills.
• A well-structured career progression path with leadership coaching and team-building support.
• Global and Greater China business presence, offering opportunities to collaborate with international clients and access cross-border business resources.