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Financial Planner Manager 成就夢想人生的事業發展機會Lo Lo's Workshop
Financial Planner Manager 成就夢想人生的事業發展機會Lo Lo's Workshop
Job Highlights
  • MPF Employee Choice Arrangement opportunity
  • On Job Training
  • Manulife MPF platform to support
Job Description

Financial Planner Officer
Financial Planner Manager

Requirements :

  • F. 5 (full cert) with 5 years' working experience OR University graduates (degree holder) with 2 years' working experience
  • Able to demonstrate a desire to own his/ her business, mature and self-motivated
  • Good interpersonal skill

We Offer :

    Monthly Allowance
   + High Monthly Perfomance Bonus 
   Fast Track Promotion program:  Unit Manager

  • Comprehensive professional training programs
  • Monthly financial allowance
  • Monthly bonus + Special bonus + Year-end bonus
  • Medical and life insurance coverage
  • Support for further team expansion
  • Fast track management promotion
  • Oversea trips and conventions
  • Agent bonus plan and low-interest mortgage loans
  • Special package will be offered for candidates with frontline sales experience in bank industry or insurance industry 

    * Fast Track promotion program Requirements: Good Discipline, Achieve Personal business Performance within first six months.

Responsibilities :

a) Corporate Accounts Clients

  • Provide employee benefits to corporate accounts
  • Develop new accounts to provide Mandatory Provident Fund service
  • Develop new accounts to provide Group Insurance and Group Medical Service.
  • Build up good relationship and  provide professional image to client

b) Individual Clients

  • Provide financial, insurance and medical services to client
  • Prospecting for new medical protection plan 醫療金計劃 (Service will be launched by Government in coming year)
  • Prospecting for new arrangement of Mandatory Provident Fund Service 強積金自由行 which launched by Government in Nov 2012


    Why Yvonne Lo's District:


    • MDRT District and &  the HIGHEST PRODUCTIVITY team

    •  most of team members with University Degree or professional designations

    • FAST TRACK to get promotion team

    • Yvonne is MDRT & can share her REAL experience to you
    • To join Yvonne Lo's District, you can learn the secret success key  


Additional Information
Career Level
Entry Level
School Certificate
Years of Experience
3 years
Employment Type
Full Time, Permanent
Dental insurance, Flexible working hours, Free shuttle bus, Housing allowance, Life insurance, Medical insurance, Performance bonus, Work from home
Company details

As one of the industry leaders in Hong Kong, we are looking for hight-calibre financial professionals to join our HIGHEST PRODUCTIVITY District.