Job Description
For candidate who doesn’t have the LLQP or CSC License, our company will provide training and support.
Responsibilities:
· Answering and providing financial advice to clients, design and implement effective financial/investment strategies by assessing clients’ financial situations, risk profiles and making most appropriate recommendations
· Contacting existing and potential clients regularly to discover changes in their financial status or needs
· Having a deep understanding of investment markets
· Managing and updating clients’ portfolios, retaining all transaction records
· Fulfilling all company-established policy obligations
· Supporting marketing initiatives to drive business developments
· Responsible for building strong and long-term relationships with clients
Requirements
· LLQP Licensed or CSC
· Proven experience as an insurance sales representative / agent
· Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
· Ability to understand and interpret standard statistical findings
· Excellent skills in communication and presentation in Chinese and English
· Experience in delivering client-focused solutions and in creating long-lasting relationships
· A good team player
Job Types: Full-time, Permanent 职位名称 : Financial Advisor 金融顾问 (New Leads provided & Marketing support) 薪资范围 : 年薪 招聘人数 : 2 语言要求 : 国语,英语 年龄要求 : 性别要求 : 地区 : 新斯科舍省 哈利法克斯 Halifax 公司店铺名称 : CCUE Finance 公司单位地址 : Halifax, NS 联系人:多咨处 手机号:6472442028 微信:S2-admin
