保險顧問 (歡迎QMAS/TTPS/IANG/在職人士申請)

Waterdrop Financial Services (HK) Limited

Job Description :

  • Implement business plans to lead team to achieve preset sales targets and objective.
  • Generate new business for the company.
  • Identify customers’ needs and match their needs with appropriate products and services.
  • Provide high quality customer service and professional advise in the best interests of customers.
  • Ensure sales are in compliance with the Company's policies, procedures and regulatory guidelines.
  • Conduct the sales activities within the compliance and regulatory boundaries

工作描述:

  • 執行業務計劃,帶領團隊實現預設的銷售目標和目標。
  • 為公司創造新業務。
  • 確定客戶的需求並將其需求與適當的產品和服務進行匹配。
  • 為客戶的最大利益提供高質量的客戶服務和專業建議。
  • 確保銷售符合公司的政策、程序和監管指南。

Requirement:

  • Degree holder or above
  • Good command of Cantonese, English or Mandarin
  • Hold IIQE Paper 1, 3,
  • With IIQE Paper 4 and 5 would be an advantage.
  • With banking, insurance or sales experience in retail banking, insurance or brokerage would be an advantage.

工作要求:

  • 學士學位或以上
  • 持有IIQE卷 1、3,
  • 持有IIQE卷 4和5 將更有優勢。
  • 持有銀行、保險經驗、銷售經驗更有優勢,(零售銀行、保險或經紀業務)。
更多工作資料
薪酬 30,000 - 44,999 / 月薪
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 尖沙咀
  • 油尖旺區
僱用形式
  • 全職
  • 長期
教育程度
  • 碩士
  • 學士

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