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金融顾问 Insurance Agent

薪资面议

信息概要
职业分类:
专业技术
招聘人数:
1
上班日期:
立即
职位概况:
专业技术 - 全职 - 长期工 - 白班 - 英语/国语
工作地点:
北约克
语言要求:
英语流利 国语流利
其他要求:
须相关经验 须相关证书 需要工作签证 可提供工作证明
联系人:
多咨处
详细介绍

联系方式(有意向申请者请发送您的简历到以下邮箱备注Financial Advisor ): E-mail: [email protected] 电话: 9053053111 For candidate who doesn’t have the LLQP or CSC License, our company will provide training and support. (New Leads provided & Marketing support) Responsibilities: • Answering and providing financial advice to clients, design and implement effective financial/investment strategies by assessing clients’ financial situations, risk profiles and making most appropriate recommendations • Contacting existing and potential clients regularly to discover changes in their financial status or needs • Having a deep understanding of investment markets • Managing and updating clients’ portfolios, retaining all transaction records • Fulfilling all company-established policy obligations • Supporting marketing initiatives to drive business developments • Responsible for building strong and long-term relationships with clients Requirements • LLQP Licensed or CSC • Proven experience as an insurance sales representative / agent • Good Computer Skills, such as Microsoft Word, Excel and PowerPoint • Ability to understand and interpret standard statistical findings • Excellent skills in communication and presentation in Chinese and English • Experience in delivering client-focused solutions and in creating long-lasting relationships • A good team player Job Types: Full-time, Permanent

发布时间:9天前发布
特别提示

如以上介绍中有以下行为请一定小心!

  • 要求使用Line、whatsapp联系的,请谨慎以免被骗。
  • 要求微信转账付款的,请谨慎以免被骗。
  • 招聘代充值,代付费,请谨慎以免被骗。
  • 要求支付工作介绍费或交付押金的,请谨慎以免被骗。
  • 在招聘过程中,有过多其他情感聊天,请谨慎以免被骗。
  • 要求使用QQ、Email联络,并要求您点开外部链接,请务必小心,谨防“QQ盗号诈骗”。
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