We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and...

We are a professional team of MDRT and Highest % of MDRT (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) – over the past consecutive 10 years,and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation. We are looking for high caliber individuals to join our Million Dollar Round Table (MDRT) team.

Sales and Marketing Executive (年金及理財產品)

Job level Entry
Language Chinese - Cantonese
Location
Kwun Tong
Industry Financial Services / Investment / Securities
Job function Accounting > Accounting / Finance Manager
Banking / Finance > Asset Management
Banking / Finance > Private Banking / Wealth Management
Published On 22/01/2021

產品佣金高達 60%,每月輕鬆月入30-50k或以上,助你開創新事業,同時享有時間與財務自由!

特別歡迎銀行 / 美容 / 貸款 Call Centre有經驗者加盟

工作性質/工作職責/工作範圍包括職責

  • 為客戶提供各項專業的理財方案,如年金,風險管理、健康保障、MPF退休計劃及財富累積
  • 建立良好客戶關係,拓展客戶網絡,定期了解他們的財政需要及檢討現有理財計劃
  • 為現有客戶提供優質跟進服務
  • 建立及管理專業營業團隊
  • 了解客戶需求,提供個人化的財務方案
  • 提供專業意見
  • 為客戶提供全面的理財分析服務
  • 資產配置、財富傳承規劃

待遇及福利 

  • 底薪、每月獎金及年尾花紅
  • 收入跟努力成正比,首年入息可達到HKD500,000~1,000,000
  • 免費考牌、專屬全方位有效培訓
  • 在職銷售及產品培訓
  • 公平晉升制度,快捷的晋升通道,1年內可達到管理層,5年內可達到總監
  • 不設任何業績壓力
  • 地方寬躺,擁有舒適休息空間
  • WORK LIFE BALANCE,自由彈性工作時間
  • 旅行獎賞
  • 結識各界精英,實踐財務自由的機會
  • 告別打工狀態,以企業家身份,以“最低成本”創業,打造真正屬自己的事業
  • 認識來自不同背景,不同專業,高學歷及高質素,而且願意分享的同行者定期獲得各界專業人士的分享和資訊,讓你擁有更廣闊的視野和知識,增强自信
  • 有機會認識並服務大中華地區的中高端客戶,爲他們提供完善系統的家庭保障及財富管理方案
  • 和團隊leader及同事定期交流review,重視個人成長,獲得個人和職業生涯的進步

入職要求

  • 大專畢業及五科合格
  • 愛溝通、主動、敢於接受挑戰、希望為自己人生打拼