Global One Life Insurance Agency Financial Advisor

Global One Life Insurance Agency

HK$3.4-6.9K[Mensual]

Hibrida - TaguigNo se requiere ExpBaceleroParte-tiempo

Reconocimiento y Recompensas de Empleados
Comisión, Bono de rendimiento, Empleado del Premio Mes, Programa de Reconocimiento de Empleados, Incentivos, Regalos trimestrales
Seguro de salud y bienestar
Seguro de salud, Seguro de vida, HMO

Assist clients with financial planning, provide investment advice, and develop tailored financial strategies.
Analyze clients’ financial data and goals. Provide tailored investment and savings strategies.
Monitor market trends and economic conditions.
Develop comprehensive financial plans.
Maintain client relationships and offer ongoing support.
Assist clients with retirement and estate planning.
Stay updated on industry regulations and compliance.

Educational Qualifications: Bachelor’s degree in any course or field.
Experience Level: No prior experience required; entry-level candidates encouraged to apply.
Skills and Competencies: Strong networking skills, people-oriented, team player, willingness to learn, resilience, and a growth mindset-oriented mindset.
Woking Conditions: Work from home set-up, flexible hours.
Qualities and Traits: Excellent communication, analytical thinking, problem-solving skills, and a proactive approach.

Habilidades de comunicaciónGestión del tiempoVentas consultivasTech SavvyServicio al cliente