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Insurance Consultant

SUN LIFE·Insurance
Salary negotiable
Bachelor
No experience limit
HK work permit required
5 days/wk, Hybrid / WFH

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Job DescriptionTranslate to English

Job Responsibilities

  • As a Yung Ming Financial Insurance Agent, we provide professional insurance product consultation and planning services to customers, including life insurance, medical insurance, savings and investment-linked insurance, etc.

  • Based on the customer's family situation, financial goals, and risk tolerance, tailor a comprehensive wealth protection plan.

  • Act as a family office consultant, provide cross-domain support to high net worth clients, covering immigration, study planning, trade and business, company establishment and operation, and other related services.

  • Collaborate with professional teams to handle issues related to legal structure, tax planning, and asset inheritance, and enhance customers’ long-term financial security.

  • Regularly follow up on customer policy status, provide renewal, policy review and optimization suggestions, and maintain long-term customer relationships.

Work requirements

  • Holding a bachelor's degree from the University of Hong Kong or an accredited institution, without restriction on a specific department, but those with business, finance, law or relevant background are especially recommended.

  • Have good learning abilities, and be able to quickly master insurance terms, financial planning principles, and cross-border service knowledge.

  • Preference will be given to those familiar with immigration, study abroad, trade, corporate services, law or finance, etc., in one or more fields.

  • Fluent in Cantonese, and able to write and communicate in Mandarin and English, with cross-cultural customer service experience being even better.

Benefits

  • Monthly salary between HKD 30,000 and 50,000, depending on personal ability and experience, negotiable.

  • Provide comprehensive training support, covering insurance professional knowledge, sales skills and home office service content, to help newcomers quickly get started.

  • Enjoy a hybrid work mode, which can be flexibly arranged to work in the office at Tsim Sha Tsui Harbour City or remotely from home.

  • Broad career development space, excellent performers can be promoted to team supervisors or focus on high-net-worth client management.

  • Enjoy commission and bonus system, unlimited income potential, and more work for more pay.


Languages
Cantonese
English
Mandarin
Skills
Claim Settlement
Debtors

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chan Carrie
SUN LIFE · HR

Company Overview

Sun Life: A century-old financial giant, leading the new era of wealth management Founded in 1865, Yung Ming Financial, the oldest multinational life insurance company in Hong Kong (established in Hong Kong in 1892), has achieved industry benchmarks with its 160-year solid foundation. We have been selected for 16 consecutive years as one of the "Global 100 Most Sustainable Development Enterprises", and we have been honored with the highest MSCI ESG AAA rating, demonstrating our steadfast commitment to long-term value. Financial strength leading the industry 152% solvency ratio (twice the regulatory requirement), with a top credit rating of Standard & Poor's AA and Moody's Aa3 ROE reaches 17.2% (30% above industry average), EPS $4.89, first in the industry, creating a 47% total return for shareholders over 5 years AUM of $1.13 trillion, empowered by over 800 professional investment teams globally to enhance asset value Hong Kong market leader 2024 year-on-year growth of 90% (market 3.2 times), the agent channel remains firmly in the top five in Hong Kong High net worth business absolute advantage: Over one billion yuan in insurance policies account for 11.9%, and insurance policies with a value of tens of millions of yuan account for 30.9% of the first year's insurance premiums One in eight Hong Kong residents is a customer, and the MPF market share is third Agent empowerment system Sun Gateway: 23,000 square feet of high-end wealth management center, serving billion-dollar asset customers Exclusive training resources: co-host the first family office course in Hong Kong with Hang Seng University, cultivating professional talents Innovative service support: ⭐ Market unique "original red envelope guarantee" savings product ⭐ eSun Medical Support (covering over 4,200 hospitals in mainland China) ⭐ Asia-Pacific's first family office forum Join us and share the growth bonus Yong Ming Financial is expanding the market at a leading 90% growth rate in Hong Kong, and is now recruiting elite agents to provide you with: ✅ Industry-leading training and digitalization of sales tools ✅ Sustainable Development Financial Products Matrix Partner with a century-old financial platform to define the new future of wealth management!


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