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保險顧問(EA) , 香港工作

保險顧問(EA)

為客戶提供一站式專業財務策劃服務, 物色及跟進客戶, 提供理財分析, 協助客戶釐定理財需要及目標, 從而為客戶設計合適的投資方案,包括財富管理, 風險管理, 退休計劃, 儲蓄計劃等

2018-10-11

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保險顧問(EA)

Sales assistant, clients follow up, contact with clients, assistant to manager

2018-09-08

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保險顧問(EA)

Provide professional wealth management / insurance protection advice and consultation to new and existing clients; Assist clients in managing investment portfolio and insurance coverage; Develop and maintain good relationships with clients and gain trust from all stakeholders

2017-11-07

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保險顧問(EA)

Provide professional wealth management / insurance protection advice and consultation to new and existing clients; Assist clients in managing investment portfolio and insurance coverage; Develop and maintain good relationships with clients and gain trust from all stakeholders

2017-09-19

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初級保險顧問(EA)

為客戶提供專業理財策劃,幫助客戶風險管理及累積財富;退休年金規劃;根據客人家庭情況制定不同保障計劃;跟進公司提供之客戶,職務或涉及金融/保險業務

2017-08-31

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保險顧問(EA)

Recommend life insurance products to Chinese clients by analyzing their financial situation and needs; analyze life insurance product and market trends

2017-03-12

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保險顧問(EA)

Handle clients follow up, sales and marketing arrangement, business development

2017-03-10

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MPF保險顧問(EA)

負責提供MPF保險計劃及推廣相關其他保險產品計劃

2016-07-28

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保險顧問(EA)

Handle clients follow up, business development

2016-06-08

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保險顧問(EA)

Handle customers follow up and development, Administration duties, Customer service

2016-05-21

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保險顧問(EA)

跟進客戶有關保險生產品及文件, 接見客戶

2016-05-12

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保險顧問(EA)

Handle clients follow up, business development

2016-05-06

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保險顧問(EA)

Handle clients follow up, business development

2016-04-29

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保險顧問(EA)

Handle customers follow up and development, Administration duties, Customer service

2016-04-19

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保險顧問(EA)

跟進客戶有關保險生產品及文件, 接見客戶

2016-03-31

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保險顧問(EA)

Handle clients follow up, business development

2016-03-22

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保險顧問(EA)

Handle clients follow up, business development

2016-02-29

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保險顧問(EA)

Handle clients follow up, business development

2016-02-03

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保險顧問(EA)

Handle clients follow up, business development

2016-01-15

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