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【凱基人壽】理財服務人員 at 凱基金控KGI Financial

Taoyuan City, , Taiwan -

Full Time

Start Date

Immediate

Expiry Date

15 Feb, 26

Salary

40000.0

Posted On

17 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Insurance Sales, Client Relationship Management, Wealth Management, Tax Planning, Asset Inheritance

Industry

Financial Services

Description

Join us to build a leading financial company in Asia! Job Family 銷售支援與管理/Sales Support and Administration Job Description 職位簡介提供客戶專業保險理財規劃與理財建議，並依照客戶需求評估，量身打造適合之資產傳承及稅務規劃之方案職位優勢 1.待遇優渥(底薪40,000元起)，完整的獎勵及薪酬制度 2.提供優質客戶名單 3.提供完整具優勢的保險商品 4.高成長性職涯發展，累積自身專業財富管理知識及經驗工作內容 1.提供客戶進行財富規劃與資產傳承建議 2.銷售理財通路專屬保險商品 3.維繫客戶關係與售後諮詢服務 Education – Degree / Field of Study Work Shift 正常工時 (Regular) - 需打卡 (Taiwan) We look forward to working with future leaders to draw up a new blueprint for finance industry. We welcome you - brave challengers and innovation pursuers - to join us! Mission Embrace innovation and talent to deliver sustainable financial solutions for clients, employees, shareholders and communities. Vision To become a leading financial company in Asia by leveraging innovative solutions and our entrepreneurial spirit. Values Customer centric, trustworthy, entrepreneurial and collaborative.

Responsibilities

Provide clients with professional insurance financial planning and advice tailored to their needs. Maintain client relationships and offer after-sales consulting services.