CCUE Finance 事事如意金融致力于为加拿大华人提供“深度综合投资理财”咨询，提供人寿保险，房产，基金，税务等全方位理财服务.


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

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