Financial Consultant
Tsim Sha Tsui
負責為客戶提供多方面的保障、包括人壽保險、財務規劃、儲蓄管理、退休規劃及子女教育基金等等,提供專業的理財服務及方案, 主要為客戶提供理財分析, 從而悉心為客人制定理財計劃, 並發展及管理理財團隊(職務涉及金融業務)
$15,000 - $20,000 per month (depends on working experience and qualifications), with Commission, Medical Insurance, Performance Award and Year-end Bonus, Mon to Fri: 10:00AM-6:00PM, 5 working days per week, 8 working hours per day
Financial Consultant
為客戶提供全面的退休理財策劃及風險管理; 與客戶維持緊密的關係，定期了解理財需要及檢討現有計劃; 聯絡新舊客戶, 介紹公司產品 ,職務或涉及金融/保險業務
Insurance Consultant
為香港及國內客戶提供一站式理財諮詢服務，包括人壽保險、儲蓄及退休計劃; 為香港及國內的高端客戶提供遺產規劃及資產配置方案; 提供中資產人士資產配置方案; 開發新客戶及維護現有客戶資源; 建立及管理財富管理團隊,職務或涉及金融/保險業務
Sales Assistant / Sales Associate
Facilitate cold and warm calls to prospective leads; schedule and follow through on calls with leads and current customers. Answer all lead and customer questions accurately; prioritize and/or escalate lead and customer questions as needed(職務或涉及金融業務