About Sun Life Financial Sun Life Financial is a leading international financial services organization providing a diverse range of insurance, wealth and asset management solutions to individuals and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada,...

About Sun Life Financial

Sun Life Financial is a leading international financial services organization providing a diverse range of insurance, wealth and asset management solutions to individuals and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of September 30, 2017, Sun Life Financial had total assets under management of CDN$934 billion. For more information, please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

理財策劃顧問 / 高級理財策劃顧問

Job level Entry
Education F.5 - F.7 or DSE
Language Chinese - Mandarin
Location
Tsimshatsui
Employment type Full Time
Benefits 5-day week, Education subsidies, Flexible working hours, Home office, Travel allowance
Industry Insurance
Job function Sales / Business Development / Customer Service > Channel / Distribution
Published On 03/08/2018

工作範圍

  • 提供專業理財服務包括保障、強積金及理財策劃產品予個人顧客
  • 提供團體保障及退休方案予公司顧客
  • 積極拓展潛在市場
  • 參與相關理財課程以持續發展理財事業

入職要求

  • 中五畢業或持同等學歷或以上及擁有兩年以上工作經驗;或大專畢業程度
  • 積極進取、自律及具創業精神
  • 具備良好溝通技巧及責任感
  • 擁有內地顧客關係及能操流利普通話優先

待遇及福利

  • 營業津貼每月HK$6,000 – HK$22,000
  • 優厚佣金及花紅
  • 全面培訓及支援考取專業資格包括認可理財策劃師及工商管理碩士學位等
  • 表現出色的理財顧問將獲邀免費出席海外業務會議
  • 有機會晉升為團隊管理階層
  • 人壽保障、醫療福利及公積金
  • 具相關經驗者將被委任為高級理財策劃顧問

。經甄選的申請者將被邀請出席面試。有意者請經以下的遞交履歷

 

重要資料:

 

  • 所收集的個人資料只供香港永明金融有限公司(“本公司”)相關之職員及營業經理就處理有關職位申請之用,並會作保密處理。 根據個人資料(私隱)條例,申請者有權查閱或更改其個人資料。有關要求請聯絡Ms Irene Chan 處理。
  • 理財顧問將會獲邀簽署本公司的代理人合約。
  • 待遇、福利及培訓將以合約條款為準。