Financial Consultant - Synpulse

Leadingnation; Hong Kong; On-site; HKD 167,000 - 279,000; Full time

Benefits offered by this job

5-day work

17 days AL

MPF

Medical insurance

Annual health check

Job summary

Leadingnation is seeking an experienced life insurance professional to drive on-site insurance sales across bank channels. The role demands strong customer service, licensing proficiency, and a track record in life insurance distribution.

Finance packages offer a basic salary with commissions; visa candidates welcome and 5-day work week with generous AL and MPF benefits. On-site position with comprehensive training and career development opportunities.

Qualifications

• At least 8 years of experience in life insurance field.
• Fresh Graduate / IANG / QMAS / TTPS visa candidates welcome.
• Pass in HKSI and IIQE licensing examinations.

Responsibilities

• On-site sales support for insurance business.
• Assist Branch Manager in developing life insurance strategies.

Skills

HKSI license

IIQE license

Customer service

Insurance sales

Life insurance

Regulatory compliance

Job description

• Attractive Basic Salary + Competitive Commission; 15-20 days AL & Birthday leave
• Comprehensive product offerings and professional training
• Fresh Graduate / IANG / QMAS / TTPS Visa candidates are welcome
• To conduct insurance sales for all bank channels
• At least 8 years of experience in life insurance field
• retail banking; branch sales; account opening
• Strong understanding on MPF service, products and facilities
• Strong customer service in banking industry preferred
• Relevant license holder in MPF Intermediaries
• Subsidiary of Ant Group, Stable and high-quality client leads by the company
• Basic salary HKD 15K~25K; Expected total income (bonus & Incentive) :HKD 40K~80K
• Benefits: 5-day work, 17 days of AL, MPF, medical insurance, annual health check
• Subsidiary of Ant Group, Stable and high-quality client leads by the company
• Basic salary HKD 15K~25K; Expected total income (bonus & Incentive) :HKD 40K~80K
• Benefits: 5-day work, 17 days of AL, MPF, medical insurance, annual health check
• on-site sales support for insurance business
• Pass in HKSI and IIQE Licensing Examinations
• Support Branch Manager on exploring life insurance business strategy
• Experience in asset management distribution / fixed income / FX
• Familiarity with MAS / SFC 1,4,9 / ASIC sales documentation and regulatory expec
• CFA / CAIA or relevant licenses (where applicable)