Financial & Insurance Consultant

• Possess a strong belief that financial planning is about helping others live their ideal lives.• Comfortable with building deep connections rather than superficial transactions.• Focused on long-term relationships over short-term gains.• Proficient in using systematic professional tools to support idealistic approaches.• Demonstrate the ability to gain insight into clients unspoken concerns from fragmented information.• Willing to prioritize client suitability over commission, even if it means earning less.• Believe that true financial freedom empowers individuals to pursue their passions.• Possess emotional stability and genuineness.• Exhibit team spirit by encouraging and supporting colleagues.• Open to writing quarterly personal observation reports on economic trends for clients.• Capable of translating complex financial formulas into understandable and relatable stories for clients.• Value client empowerment and the pursuit of dreams as the ultimate measure of success.• A minimum educational requirement of F.5 with passes in five subjects (including Chinese, English, and Mathematics) is required to be eligible for licensing exams.• Must be between 25 and 35 years old.• Possess an optimistic, positive, proactive, and self-motivated attitude.

Information :

• Company : Classy Wheeler Limited
• Position : Financial & Insurance Consultant
• Location : Hong Kong
• Country : HK