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Job Title & Company Education Salary($) Exp. Post Date
招聘財務策劃顧問 YF Life Insurance International Limited
  • --
  • F.5 / HKCEE
  • 2025-05-27
 F.5 / HKCEE $20K - $50K -- 2025-05-27 L400
Assistant Claims Manager International Administrators Ltd
  • --
  • --
  • 2025-05-23
 -- -- -- 2025-05-23 L000
招聘財務策劃顧問 YF Life Insurance International Limited
  • --
  • F.5 / HKCEE
  • 2025-05-20
 F.5 / HKCEE $20K - $50K -- 2025-05-20 L400
Claims Coordinator Dachser Hong Kong Limited
  • --
  • Diploma
  • 2025-05-19
 Diploma -- -- 2025-05-19 L000
Assistant Manager - Corporate Services Guardian Property Management Limited
  • --
  • --
  • 2025-05-15
 -- -- -- 2025-05-15 L000
招聘財務策劃顧問 YF Life Insurance International Limited
  • --
  • F.5 / HKCEE
  • 2025-05-13
 F.5 / HKCEE $20K - $50K -- 2025-05-13 L400
招聘財務策劃顧問 YF Life Insurance International Limited
  • --
  • F.5 / HKCEE
  • 2025-05-06
 F.5 / HKCEE $20K - $50K -- 2025-05-06 L400
招聘財務策劃顧問 YF Life Insurance International Limited
  • --
  • F.5 / HKCEE
  • 2025-04-29
 F.5 / HKCEE $20K - $50K -- 2025-04-29 L400
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招聘財務策劃顧問 - YF Life Insurance International Limited | Recruit - Find Jobs and Career Resources
Recruit Ref: L0598185
Posting Date: 2025-05-27
YF Life Insurance International Limited
YF Life Insurance International Limited

我們公司現正尋找具熱誠和專業精神的財務策劃顧問，以協助我們為客戶提供全面的財務建議和服務。該職位主要負責多方面的業務發展，包括但不限於保險與金融產品的深入學習、客戶需求評估及理財方案的制定。
招聘財務策劃顧問

*主要職責：*

  • 產品知識培訓：深入學習各類保險及金融產品，包括人壽保險、儲蓄保險、醫療保障、子女教育基金、退休保障及投資基金等。
  • 客戶需求評估：分析客戶的財務狀況、需求及目標，制定專屬的理財方案。
  • 業務推進：協助公司推進各項業務發展計劃，提升客戶滿意度及業務增長。
  • 專業建議提供：針對客戶的財富管理及投資問題提供解答，並給予專業的理財建議。
  • 關係維護：與客戶建立長期穩定的關係，保持定期聯繫，隨時掌握他們的需求變化。

*資歷要求：*

  • 學歷要求：中學文憑5科2級或以上（必須包括中文或英文，以及數學）。
  • 語言能力：具備良好的粵語能力；一般的英語及普通話能力。
  • 經驗要求：有相關金融或保險行業經驗者將優先考慮，但並非必需。
  • 個人特質：擁有良好的溝通技巧及服務意識，主動積極，能夠獨立工作並與團隊合作。

*福利待遇：*

  • 清晰公平的晉升階梯
  • 無上限佣金+每月津貼 (20K至50K)
  • 團體醫療保障
  • 海外旅遊獎賞
  • 入職申請成功獲退考試牌照

有興趣者請將履歷表發送至 strive.sec@yflife.com.hk

Summary
Industry:
Insurance 
Job Category / Function:
Insurance (Business Development)
Job Position Level:
General 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
F.5 / HKCEE 
Minimum QF Level attained:
-- 
Total Working Exp:
-- 
Salary(HKD):
$20,000 - $50,000 (Monthly)
Benefits:
  • Commission
  • Life Insurance
  • Medical Insurance
  • Promotion
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