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Sales Operation Officer

Fortune Case Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-06-21
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Clerical / Admin Staff  Customer Service - Supervisor/Officer  Others  

Job Description

Job Description:

  • Work with teammate to achieve company sales target
  • Liaise with customers for policy renewal and services
  • Provide efficient and effective general clerical and administrative support to the team
  • Communicate with both internal and external parties including clients.
  • Ensure information and application documents are in order
  • Maintain good record keeping of each application
  • Handle office operation and maintenance duties including invoice, commission report and monthly sales report 
  • Ensure compliance with administrative operations policies and procedures

 

Job Requirement:

  • DSE raduates or above, professional insurance qualification or having passed IIQE Paper I & II, is preferred
  • At least 1-3 years of relevant working experience in the banking / insurance broking industry
  • Good command of written and spoken English and Chinese, proficiency in Putonghua will be an advantage
  • Proficient in MS Office applications (Excel, Word, PowerPoint, etc.)
  • Responsible, well organized and attention to details, able to adapt to changes and work under pressure
  • Immediately available or short notice are preferable

 

We offer competitive salary and benefits to the right candidates.  Interested parties please send e-mail by clicking "Apply Now".

Personal data will be used for recruitment purpose only.

Company Info

China Fortune Financial Group Limited is an investment holding group listed on the Hong Kong Stock Exchange under stock code 290 focusing on financial services. The Group manages a number of subsidiaries, namely Fortune (HK) Securities Limited, Fortune Wealth Management Limited, Fortune Asset Management Limited, Fortune Financial Capital Limited, Fortune Finance Limited and two representative offices, in Shenzhen and in Beijing.

Our principal activities include the provision of securities and insurance brokerage services, margin financing, wealth management, asset management and corporate finance services.

As a major player in the brokerage field, the Board remains vigilant towards ensuring our position in leveraging China's robust financial economy. Our long-term vision is to become a dominant leader in the financial services field, offering one stop service to clients in the small to medium capital market in greater China. The Board's strategy is to strengthen existing brokerage and financing businesses and continue to look out for expansion opportunities through organic growth and acquisitions.

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