Financial Planner Officer
Financial Planner Manager

Requirements :

• F. 5 (full cert) with 5 years' working experience OR University graduates (degree holder) with 2 years' working experience
• Able to demonstrate a desire to own his/ her business, mature and self-motivated
• Good interpersonal skill

We Offer :

    Monthly Allowance
   + High Monthly Perfomance Bonus 
   Fast Track Promotion program:  Unit Manager

• Comprehensive professional training programs
• Monthly financial allowance
• Monthly bonus + Special bonus + Year-end bonus
• Medical and life insurance coverage
• Support for further team expansion
• Fast track management promotion
• Oversea trips and conventions
• Agent bonus plan and low-interest mortgage loans
• Special package will be offered for candidates with frontline sales experience in bank industry or insurance industry 
  
  * Fast Track promotion program Requirements: Good Discipline, Achieve Personal business Performance within first six months.
  

Responsibilities :

a) Corporate Accounts Clients

• Provide employee benefits to corporate accounts
• Develop new accounts to provide Mandatory Provident Fund service
• Develop new accounts to provide Group Insurance and Group Medical Service.
• Build up good relationship and  provide professional image to client

b) Individual Clients

• Provide financial, insurance and medical services to client
• Prospecting for new medical protection plan 醫療金計劃 (Service will be launched by Government in coming year)
• Prospecting for new arrangement of Mandatory Provident Fund Service 強積金自由行 which launched by Government in Nov 2012

   

  Why Yvonne Lo's District:

   

  • MDRT District and &  the HIGHEST PRODUCTIVITY team

  •  most of team members with University Degree or professional designations

  • FAST TRACK to get promotion team

  • Yvonne is MDRT & can share her REAL experience to you

  • To join Yvonne Lo's District, you can learn the secret success key