Core responsibilities and work content:

1. Team Leadership & Development (Team Leadership & Development):

• Recruitment & Team Building: Actively recruit potential financial planning consultants (FPs), and build a strong sales team.

• Training & Coaching (Training & Coaching): Through the training provided by the AIA Elite Academy, enhance the product knowledge, sales skills and leadership abilities of team members, and guide them to achieve Million Dollar Round Table (MDRT) and other goals.

• Management & Motivation (Management & Motivation): Establish an efficient team operation mode, provide all-round support such as administration, IT, product analysis, etc., and motivate team morale through activities such as lectures and workshops.

2. Performance & Business Growth:

• Achieve Sales Targets: Responsible for the entire district's performance and ensure that targets are met.

• Business Strategy: Use digital technology (AI, big data) to complement product development and meet the market (especially high-end customers) demand for health, retirement, and wealth inheritance.

• Market Insight: Understand customer expectations and design leading-edge insurance and wealth management solutions.

3. Client Service & Wealth Management (Client Service & WealthManagement) :

• Provide comprehensive protection: Assist customers in planning health, medical, life insurance, etc.

• High-Net-Worth Clients: Provide complex financial planning, such as large universal life insurance, financing, trust, and corporate inheritance, to meet the high-end customer's needs.

• Build long-term relationships (Long-term Relationships): Build trust with customers and become their partner in life and wealth.