AIA FINANCIAL PLANNER

Alpha financials

Alpha financials

Kowloon City Area

HK$20,000 - HK$40,000 / Per Month

1st Aug 2025

Student friendly


  • Engage with clients using our comprehensive client resources support
  • Meet with clients to understand their financial needs and achieve successful transactions.
  • Build and maintain a strong client network.

Job description

  • 工作職責:
    • 我們提供客戶資源配套,無需擔心客戶來源。
    • 與客戶會面並達成交易。
  • 所需技巧:
    • 良好的溝通技巧。
    • 熱誠的工作態度。
    • DSE 合格。
    • 歡迎沒有行業經驗的人士申請。
  • 工作描述:
    • 我們是 Alpha Finance,一個充滿活力的90後團隊。
    • 在保險行業已有10年歷史,始終保持業界領導地位。
    • 2024年榮獲友邦 No.1 MDRT 比例及 No.1 Premier Advisor 比例。
    • 2024年獲得 Super MDRT district 的榮譽。
    • 我們主張一步一腳印,幫助每位夥伴快速建立自己的客戶網絡。
    • 提供完善的配套,包括:
      • 自媒體經營。
      • 客戶網絡系統。
      • 培訓系統。
      • 品牌系統。
      • 招募系統。
    • 確保每位新加入的夥伴能夠迅速建立自己的保險事業。

Employment types : Full-time

Working mode : Office or designated location

Work location : Kowloon City Area

Job work schedule : Normal Office offer

Job type : Finance / Banking / Investment / Compliance

Requirements

- Excellent communication skills.

- A passionate and positive work attitude.

- DSE qualification is required.


Minimum education level : Diploma

Dress code requirement : Business Casual

Salary and benefits

Salary : HK$20,000 - HK$40,000 / Per Month / Bank Transaction

Benefits : Paid sick leave Medical insurance / allowance Performance bonus Year-end bonus Commission Flexible working hours Job training Study / exam leave Paid meal time Good promotion prospects

Enquire and submit job applications

Contact person : CHAN HOI LOK

Apply Methods :

Keywords

Alpha financials 簡易特快應徵 INTERNSHIP Financial planner Express job application AIA

Hashtags

#Sales

About Us

我們AIA Alpha finance 是一個90後,

年輕有活力的團隊 在保險行業已經10年,

一直是業界龍頭 2024年榮獲

友邦no.1 𝗠𝗗𝗥𝗧 比例

友邦no.1 premier advisor比例

2024 Super 𝗠𝗗𝗥𝗧 district

System reference no. : J000063109531


Reminder

When applying for a job, do not provide photocopies of personal documents, bank cards, or any sensitive information like your ID number, bank account details, or passwords. Stay alert if you are asked to pay training fees, administrative charges, deposits, guarantees, apply for a loan, or or borrow a bank account during an interview.

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