Financial Advisor (Insurance Broker)

Leadingnation; Hong Kong; On-site; HKD 334,800 - 558,000; Full time

Benefits offered by this job

In-service professional training

Sick leave and vacation leave

Medical insurance

Job summary

Leadingnation in Hong Kong is seeking a professional to provide tailored insurance and wealth management solutions. This role involves enhancing client experience through effective communication and post-sale support.

The ideal candidate will have insurance or sales experience, a relevant degree, and must be fluent in Cantonese and Mandarin. A competitive package, including training and performance bonuses, is offered.

Qualifications

• At least 1 year of experience in insurance, finance, or sales.
• Holder of a Hong Kong Identity Card or valid work visa.
• Outstanding candidates with HKCEE 5 passes or equivalent qualifications may also be considered.

Responsibilities

• Tailor insurance and wealth management solutions based on client needs.
• Assist with insurance applications and coordinate underwriting processes.
• Handle post-sale maintenance and claims-related matters.

Skills

Insurance experience

Sales skills

Familiarity with the Hong Kong market

Fluent in Cantonese and Mandarin

English reading and writing skills

Education

Bachelor's degree in Finance, Insurance, Economics, Marketing

Passed IIQE Papers 1 & 3

Job description

Position Highlights

• 5-day work week
• Stable client leads provided by the company
• Competitive compensation package: fixed basic salary plus an attractive sign-on bonus plus monthly performance incentives
• Comprehensive professional insurance sales training provided

Key Responsibilities

• Tailor professional and comprehensive insurance and wealth management solutions based on client needs, covering investment savings, retirement planning, life insurance, critical illness protection, and medical insurance
• Assist with insurance applications and underwriting follow-ups; promptly respond to client inquiries and coordinate underwriting progress, financial underwriting, anti-money laundering (AML) compliance, and related matters
• Handle post-sale maintenance and claims-related matters; assist clients with policy changes, renewal reminders, policy loans, and other routine services

Requirements

• At least 1 year of experience in insurance, finance, or sales; familiarity with the Hong Kong market
• Holder of a Hong Kong Identity Card or valid work visa (e.g., IANG, Quality Migrant Admission Scheme, Top Talent Pass Scheme, Capital Investment Entrant Scheme, etc.)
• Passed IIQE Papers 1 & 3
• Bachelor's degree or above, preferably in Finance, Insurance, Economics, Marketing, or a related field. Outstanding candidates with HKCEE 5 passes or equivalent qualifications may also be considered
• Fluent in Cantonese and Mandarin, with good English reading and writing skills

Salary

30,000.00 to 50,000.00 per month

Benefits

• In-service professional training
• Sick leave and vacation leave
• Medical insurance

Work Location: 親身到場