Responsibilities

• Prepare proposal according to clients’ need.
• Complete the insurance application process for clients.
• Follow through all the outstanding/ pending of the policy until the policy is fully in force.
• Follow up client request and provide quality after-sales services.
• Work closely with business partners such as insurance companies and channels.
• Formulate and execute marketing plans and promotions to achieve company’s business target.
• Support ad-hoc works from time to time.

 Qualifications 

• Degree holder with at least 2 years or more are relevant to insurance brokerage business.
• Pass the IIQE Certificate Paper 1 、3 and 5
• Extensive knowledge on insurance products and services
• Be familiar with the daily operation of insurance broker company.
• Good marketing skills and result oriented.
• Good communication, customer service and interpersonal skills.
• Excellent spoken and written skills in English as well as Mandarin, and provision in Cantonese would be an advantage.
• Ability to perform under pressure and adaptive to change

太陽國際財富管理有限公司(「太陽財富」) 是香港其中一家最具規模的保險經紀公司，香港專業保險經紀協會（PIBA）註冊成員編號 M248。太陽財富擁有超卓的財富管理團隊，為客戶訂製一站式未來生活保障及財富管理投資方案，根據不同的理財需求，評估風險，以多元化產品為基石，配合懇切真摯的服務態度，助客戶資產增值，傳承財富，實踐不同階段的人生計劃。