Financial Planning Manager (ZA Broker)
眾安科技(國際)集團有限公司
- Company Industries:Information Technology
Job Information
- Post Date:2022-07-19
- Location:Pok Fu Lam
- Employment Type:Full Time, Permanent
- Job Function:Banking / Finance Financial Services Sales CS & Business Devpt Business Development&
- Benefits:Dental insurance, Life insurance, Medical insurance, Five-day work week
Job Description
Roles and Responsibilities:
- Capture insurance business opportunities for all types of customers
- Provide professional Financial Planning Services to potential customers from quotation to application as well as after-sales services
- Ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement
- Ensure the selling processes are in compliance with the Company's policies and all applicable regulatory guidelines
We need:
- Diploma or Degree Holder, preferably in finance, business or a related discipline
- Certified Financial Planner (CFP) or Passes in IIQE (Paper 1, 2 and 3) are pre-requisite
- Minimum 2 years of Front line sales experience, especially if gained in the Insurance industry
- Good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Multi lingual in Cantonese, Mandarin and English; with good knowledge of PC application software
We offer:
- Sales Lead Provision
- Attractive Incentive
- Station in Sheung Wan Office
Interested parties plea se send detailed resume including present and expected salary to us by clicking "Apply Now".
Applicants who are not invited for an interview within the 8 weeks after submission of application may assume their applications unsuccessful. We may review applications received for suitability for other posts within the Company. All personal data provided will be treated in strict confidence and used strictly for recruitment-related purposes only. We shall retain the personal data of unsuccessful applicants for a period of 24 months upon receipt of such application.
Company Info
ZhongAn Technologies International Group Limited (“ZA International”) was established in Hong Kong in December 2017 by ZhongAn Online P & C Insurance Co., Ltd. (HKEX stock code: 6060), an online-only insurtech company in China,
to explore international business development, collaboration and investment opportunities in the areas of fintech and insurtech in overseas markets. In August 2018, ZA International and SoftBank Vision Fund announced cooperation to boost ZhongAn’s technology
solutions businesses outside China, with an initial focus on Asia. In September 2018, ZA International announced that it would support the digital transformation of Sompo, a Japanese insurance giant, with its next-generation insurance system built upon end-to-end
cloud technologies. In January 2019, ZA International and Grab, Southeast Asia’s leading online-to-offline mobile platform, announced the establishment of a joint venture to enter the digital insurance distribution business in the region. In Oct 2021, ZATI
raised USD230m+ in Series A funding from investors including AIA and Chow Tai Fook, and became a home-grown HK FinTech unicorn.
On 24 March 2020, ZA Bank, a subsidiary of ZA International, officially became the first virtual bank in Hong Kong, providing Hong Kong customers with banking products and services that break conventions and time boundaries. On 4 May 2020, ZA Life Limited, a joint venture between ZA International and Fubon Life Insurance (Hong Kong) Company Limited, was granted a digital-only insurer license by the Hong Kong Insurance Authority under its Fast Track pilot scheme, operating under the trade name “ZA Insure”. It aims to serve the needs of different people with innovative insurance services and products, offering protection to a wider population.
Position | Company | Location | Update |
---|