Synergic Consultant Company

(疫情可考慮Zoom interview) Management Trainee (Financial Planning)(支援大學畢業生 &各大行業遇上困難的朋友)對保險理財有興趣者優先

Synergic Consultant Company
HK$20,000 - HK$35,000 /month (negotiable)
Posted on 25 Sep 2020

(疫情可考慮Zoom interview) Management Trainee (Financial Planning)(支援大學畢業生 &各大行業遇上困難的朋友)對保險理財有興趣者優先

Synergic Consultant Company

Job Highlights

  • Work-Life Balance, Can Make Good Use Of Your Time
  • Fun and Engaging Working Environment
  • Career Development and Annual Incentive trip

Job Description


We offer
Basic salary PLUS commission
Start Up Bonus & Performance Bonus
Training section for sales, soft skills and marketing
Financial planning concept
Fun and engaging working environment
20 days Annual leave PLUS Birthday leave
Company overseas incentive trip


我地都深信,雖然工作會佔據我地人生一大部份時間,如果唔係但人生凈係為左做野好無謂。所以希望同事要好好利用每一分每一秒做人做事, 咁我地用係工作上嘅時間都會變得有意義!

Job responsibilities
Analyse client's need (Financial Health Check)
Suggest clients with suitable financial solution
Maintain client relationship


Fast career development (Performance based)
Acquire up-to-date financial knowledge and news
Develop better interpersonal and communication skills


Good communication skills and sense of empathy
Candidates with university society experience are welcomed
Good command in written and spoken Chinese
Critical thinking​


Bachelor Degree holder or above
Self­-motivated and disciplined


即刻禁Apply Now加入我地啦!

Additional Information

Career Level
Not Specified
Years of Experience
Not Specified
Job Type
Contract, Full Time, Permanent

Company Overview

Synergic District
Synergic Group was established in 2011, which has grown to a team of 40~45 people in 2020. Synergic is now the youngest district among AIA Hong Kong and Macau's agency force. It is known that there are some misunderstandings from the general public towards the work of insurance agency, and some clients may not have absolute confidence in the professionalism of the agents. Therefore, Synergic has been dedicated to expand our scale, at the same time, with the systems and resources of the group, Synergic mandates each of our members to remain professional and ethical in providing the best financial management schemes and services to our clients.

Synergic adheres to the motto of the group, to create a “selfless, positive, and mutual benefit” environment for the group members, to allow them to reach their goals in life in the shortest time possible.

Synergic has been maintaining the recognition of MDRT District all along, having numerous MDRT members in our group. MDRT membership is recognised as the standard for outstanding sales performance in the internationally financial planning industry. There is not more than 1% of the global insurance agents are members of MDRT. Our group members can still reach the MDRT District in the turbulent situation in 2019, which shows Synergic's extraordinary strength.

Additional Company Information

Benefits & Others
Flexible working hours, Medical insurance, Performance bonus, Work from home