ACCOUNT EXECUTIVE - Customer Service & Development

Altruist Financial Group
Full Time
Junior (less than 3 years)
Bachelor
English

Job Description

ACCOUNT EXECUTIVE - Customer Service & Development

All candidates will be provided with:

  1. Comprehensive training program and subsidy to help you attain professional designations such as CFP, CLU, ChFC, RFC … which are equivalent to university degree 
  2. Intensive in-house on-the-job training programs to equip you with comprehensive financial product knowledge, soft skill in prospecting/presentation/handling objections/servicing/expand client base… 
  3. Excellent career path with fast track promotion 
  4. ONGOING client leads support in addition to exploring your own client base 
  5. Most attractive package: GUARANTEED fixed income + Commission + Year End Bonus + Production Incentives 
  6. Effective market segmentation strategy to assist you to strengthen client relationship and build up referrals 

Candidates are required to be:

  • F.5 or above, with at least 2 years working experience 
  • Honest, energetic, hardworking, positive, aggressive, outgoing, love to work with people  

Success formula = Belief + Passion + Energy + Activity

Join us and be the top professionals in the industry!!

Interested parties, please send your full resume and quote the reference number to:
HR Department, Altruist Financial Group Limited,
8/F CIGNA Tower, 482 Jaffe Road, Causeway Bay, Hong Kong
or email to [email redacted, apply via Jobable] or fax to 2838 9390.

Visit http://www.altruist.com.hk for more information.

All information received will be kept in strict confidence and only for employment-related purposes.

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About Altruist Financial Group

Altruist is a premier Broker who provides one-stop financial services including life, accident & health insurance, investment funds, general insurance, consumer finance services, employee benefits, etc

•Over 50,000 solid client base
•Altruist was awarded as one of "Hong Kong's Most Valuable Companies" since 2005
•Altruist was awarded as "Business High-flyers" in financial planning category since 2005
•Altruist was awarded "Caring Company Logo" since 2003
•Altruist obtained the first joint venture insurance agency license in Shenzhen & Ningbo
•Altruist was granted the exclusivity of distributing investment-linked products from CIGNA & Standard Life
•Altruist is one of the very few in the industry that offer Direct Fund Business


Professional Qualifications

  • Certified Financial Planner (CFP)
  • Registered Financial Consultant (RFC)

Technical Skills

  • Financial Planning
  • Fixed Income
  • Training