Client Relationship Manager
全职
Protection Financial Inc
Job Duty
工作亮點 - 擁有全港唯一保險業親子中心 - 優厚佣金及花紅 - 全面培訓及支援考取專業資格 職位描述 Sun life 旗下Todayplus 團隊， 以下係介紹Sun life 同我地團隊獨有地方 永明金融簡介 ~永明金融係加拿大公司，有150多年歷史 ~ 亞洲第一間跨國外資保險公司，自己管理緊四間資產管理公司，總值八萬億資產 ~ 再加上財務評級為AA級別，仲係保險界最高級別 如欲了解更多資訊，請瀏覽 工作範圍 - 為客戶提供的專業理財、退休策劃分析和方案 - 提供團體保障及退休方案予公司客戶 - 積極拓展潛在市場 - 策劃及參與不同類型的推廣活動 - 參與相關理財課程以持續發展理財事業 重點：我哋TodayPlus團隊，喺KLB（全層），擁有27,000尺自家經營嘅一個親子活動中心～係保險業全港唯一一個親子中心～ 我哋設施有：兒童電影院，陽光遊樂場，精美圖書館，迷你Lego場，精彩故事環節等 另外有媽媽最喜愛既BB spa～ 場地可為小朋友舉辦生日會 我哋比起其他保險公司嘅工作模式十分之唔同 傳統保險做法：搵朋友屋企人，打call，落街擺檔 我哋保險做法：有個親子中心，可以不停引流客人，加上每個月都有不同嘅活動 例如 中秋節：燈籠製作班，整冰皮月餅 端午節：龍舟製作班，邀請平紋分析師幫小朋友測天賦 聖誕節：薑餅屋製作班，雪球燈泡製作班 而且新人入職：頭6個月，我哋會有客人（100 leads） 給顧問見，可以解決新人冇客見的需求，我哋亦有新人培訓班，一步一步教導新人如何銷售～ 而且我哋有經理協助同事一起見客～令到新人可以吸收經理經驗，快速成長～ -優厚佣金及花紅 -專業榮譽及獎賞 -完善的支援平台 -全面培訓及支援考取專業資格包括認可財務策劃師等 -表現優異者將獲邀免費出席海外業務會議 -專業發展及明確晉升機會，有機會晉升為團隊管理階層 -人壽保障及醫療福利 -具相關經驗者將被委任為高級財務策劃顧問
空缺职位发布1 天前
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