Wealth Management Specialist

This job requires flexible communication and coordination between people, so it can become a sustainable development career, which cannot be replaced by high-tech AI. Customers choose themselves, and the time and process of getting used to it are relatively smooth, allowing you to do your best to follow up. Help customers truly understand the nature and needs of various insurances, and integrate them into the most suitable management plan for them. Establish a complete career planning process for you, allowing you to plan your current and future needs, and help you realize your ambitions. Promotion is not a matter of seniority, nor does it depend on whether your superior or your boss likes you, but is measured by work performance in a down-to-earth manner. Team background and culture｜Diverse and dynamic: The team combines the wealth management concepts, practices and traditional elements of insurance with our unique diversified talent training culture. We will not underestimate the courage required to leave your hometown to work in another place. With us, your potential will be unleashed. As always, we will provide support for newbies in the industry to help you adapt to work as quickly as possible. Even if you are a new member of the team, you will be able to express your ideas in the team. Talents with (Hong Kong/Mainland) work background/previous (Hong Kong/Mainland) work experience and strong network will be a big advantage. In addition to US residents, we welcome applications from holders of valid US/Canada work permits. You have full flexibility in your every day work: You will play an important representative role in providing clients with professional financial tools to help them manage risk to achieve wealth goals and comprehensive medical protection. Determine the client's needs and financial situation by arranging financial analysis meetings, and work to build a reputation and repeat customer base. Maintain a focus on accuracy, timeliness and completeness when interacting with potential clients and all parties within the company. Help them plan for retirement security, inheritance and more. Position Type: Full-time, Part-time, Commission-based Salary: $52,936.00 to $64,463.00 (per year) Reminder: Do not rush to remit money or pay a deposit before seeing the real thing to avoid being cheated.