CL Vision District

Job Highlights

MDRT District with over 40-year history in AIA
Fast Start Monthly Bonus ($15,000 - $50,000)
Full sponsorship of insurance license exams

Job Description

Requirements:

• Self-motivated, target-oriented, eager to learn, and responsible
• Wealth Management Manager: Bachelor’s degree in any discipline
• Financial Planner: Associate Degree/Higher Diploma with 2-year work experience 

Responsibilities:

• Provide all-round financial planning solutions to individual clients such as risk management, retirement planning, estate planning, and wealth management advices
• Develop corporate solutions (group medical and MPF) business
• Establish and maintain client relationship by providing quality after-sales services
• Work closely with team head and internal departments that facilitate cross-selling opportunities

Benefits:

• Attractive income package, including monthly and year-end bonuses
• Flexible working hours with work-life balance
• Transparent and fast-track career development to management level
• Structured training program and mentoring by a team of well-experienced MDRT managers
• Company stock purchase scheme
• Overseas conventions and incentive trips