Financial Consultant (wealth & insurance brokerage)
Job Descriptions:
- Conduct in-depth financial needs analysis for clients to understand their goals and risk profiles. - Recommend and design tailored insurance and investment solutions to meet clients financial objectives. - Build and maintain strong relationships with clients, providing ongoing support and reviews. - Stay updated on market trends, insurance products, and regulatory changes. - Achieve sales targets and contribute to the growth of the business. - Collaborate with internal teams to ensure seamless service delivery.
Requirements:
- Open minded, keen to learn from industry veteran- Possess relevant qualifications (e.g., IIQE papers 1, 2, 3, and 5). - Sound knowledge of insurance products, including life, health, and investment-linked policies. - Excellent communication, interpersonal, and presentation skills. - Self-motivated, results-driven, and client-oriented. - Fluency in English and Cantonese (Mandarin is a plus).
Information :
- Company : Fosun International Securities Limited
- Position : Financial Consultant (wealth & insurance brokerage)
- Location : Central and Western Distr., Hong Kong Island
- Country : HK
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Post Date : 2025-06-11 | Expired Date : 2025-07-11