Job Responsibilities:
- Learn wealth management techniques and assist clients in creating financial plans tailored to their needs.
- Support and gradually handle client meetings independently, providing professional financial advice.
Job Requirements:
- Diploma or above, obtained within the last five years, or experience in sales within the local insurance industry.
- Passed IIQE Papers 1 and 3.
- Strong interest in the financial industry and wealth planning career.
- Honest, responsible, and entrepreneurial mindset.
- Excellent interpersonal and communication skills.
Benefits:
- Competitive commissions and bonuses.
- Exclusive awards and recognitions for outstanding performance.
- Comprehensive training and support for obtaining professional certifications.
- Opportunities to attend overseas business conferences sponsored by the company for top performers.
- Clear career progression paths with options for developing “individual expertise” or “team leadership.”
