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The AIA Group Limited established its operations in Hong Kong in 1931.It is a market leader in the Asia-Pacific region. AIA meets the long term savings and protection needs of individuals by offering a range of products and service including saving plans, life insurance, accident and health insurance. The Group also provides employee benefits, credit life and pension services to corporate clients. 

The AIA Group Limited established its operations in Hong Kong in 1931.It is a market leader in the Asia-Pacific region. AIA meets the long term savings and protection needs of individuals by offering a range of products and service including saving plans, life insurance, accident and health insurance....

The AIA Group Limited established its operations in Hong Kong in 1931.It is a market leader in the Asia-Pacific region. AIA meets the long term savings and protection needs of individuals by offering a range of products and service including saving plans, life insurance, accident and health insurance. The Group also provides employee benefits, credit life and pension services to corporate clients. 

Financial Planner (Welcome to Fresh Grads & IANG holders)

Job level Entry
Education Not applicable
Location
Tsimshatsui Kowloon, Hong Kong
Employment type Contract
Benefits Flexible working hours, Performance bonus, Home office
Industry Financial Services
Job function Banking / Finance > Others
Banking / Finance > Fund Management / Hedge Fund
Insurance > Insurance Agent / Broker
Published On 28/03/2018 2018-03-28

About Us:

We are the professional team and are known for the incredible service we provide for our customers over 20 years.

We look for entrepreneurial and top caliber candidates to join our professional team to offer all-rounded protection and financial solutions including different types of life insurance products, financial planning, saving management, retirement planning and children’s education fund to clients. 

We believe that Success can be copied!! You can be the next MDRT!!

Why Financial Planner?

We’re looking for a financial planner with strong customer mindset and in-depth product knowledge to help customers to achieve their financial goals in different life stages.

Responsibilities:

  • Conduct a Financial Need Analysis with the customer, understand customer needs and goals
  • Analyze and evaluating the customer’s financial goals
  • Recommend appreciate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services.
  • Deepen client relationships by providing valuable advice and investment recommendations through constant communication
  • Generate new client opportunities through networking, referrals and other sourcing strategies

Requirements:

  • Bachelor Degree holders (Major in related field will be an advantage)
  • 1-2 years of working experience is preferred (Fresh graduates would also be considered)
  • Be able to work in Hong Kong (Work permit/Visa in Hong Kong)
  • Maintain a positive attitude and focus on customer satisfaction in a fast-paced environment
  • Strong desire to achieve and succeed

The Location:

Tsim Sha Tsui

Why Should You Apply?

  • Attractive Income - monthly allowance, commission and performance bonus
  • Personal Growth - Comprehensive training, including sales and marketing skills, financial analysis, and client service skills etc.
  • Fast-Paced Development - Excellent career development path to management level
  • Happy working environment – Friendly teammates and no bossiness!!

如果你想了解更多關於此職位的資料,歡迎你參與 AIA大型事業講座 暨 職業博覧。

詳情如下:

日期: 2018年4月3日(星期二)

登記時間: 6:30pm 開始

職業博覽: 6:30pm - 7:15pm

大型事業講座: 7:15pm - 8:45pm

地點:香港會議展覽中心會議室 S221

當日更有職業博覽,可以讓參加者直接了解公司不同部門的資訊。

有意者請填寫以下報名表格,將有專人聯絡你。

https://goo.gl/XU1Vfq

 Interested parties please submit application/ CV by clicking “Apply Now” button below.

All personal data collected will be used for recruitment purpose only and will be treated in accordance with Personal Data Privacy, which is available upon request. AIA reserves the right to modify the terms and conditions of package offered.