Financial planning trainee/internship

At Promising Vision Insurance Agency, we believe in building lasting, mutually beneficial relationships with our clients. Our mission is to provide tailored risk management solutions that protect what matters most to our clients - their families, businesses, and livelihoods. 

Unlike impersonal, call-centre-based and sells-driven competitors, we take the time to truly understand our clients’ unique needs and challenges. Our team of experienced, licensed insurance professionals will design a custom insurance portfolio that balances comprehensive coverage with cost-effective premiums. We see every client interaction as an opportunity to foster a partnership built on trust, transparency, and a shared commitment to their financial well-being. 

At the heart of our approach is a steadfast belief in the Win-Win. We are not here to simply sell insurance policies, but to serve as a strategic risk management advisors. 

If you share our passion for putting clients first, we are currently hiring self-driven, service-oriented individuals to join our growing team. Beyond just a job, we offer the chance to build a fulfilling career in a forward-thinking entrepreneurial environmental. You’ll enjoy uncapped earning potential alongside with flexible work arrangements, and team-building events foster a healthy work-life balance. 

在 Promising Vision Insurance Agency，我們堅信與客戶建立持久、互惠互利的關係。我們的使命是提供量身訂製的風險管理解決方案，保護對我們客戶最重要的東西——他們的家庭、工作和生計。 

與非個人化、冷漠和銷售主導的競爭對手不同，我們花時間真正了解客戶的獨特需求和所面對的挑戰。我們的團隊由經驗豐富、持有執照的保險專業人士組成，設計客製化的保險組合，以平衡全面的保障和成本效益。我們將每一次客戶互動視為一次機會，建立互信、透明度和加深了解，最後達成共識。

‘“創造雙贏才是永恆”，我們明白不能單純地銷售，而是充當策略性風險管理顧問。 

如果您擁有同一信念，我們歡迎您加入! 除了可以享受無上限的收入，靈活及彈性的工作時間與及不斷的學習機會，能夠促進個人成長，達至健康的工作與生活平衡。 

Job Opportunities 

Financial Planning Trainee/Internship

About 

• Responsibilities includes Financial Planning, Client Relationship Management, Events Planning, Team Development
• 工作機會 
• 財務策劃助理/實習生

關於 

職責包括財務策劃、客戶關係管理、籌辦活動、團隊發展

Requirements

• Forward thinking, Self-motivated
• Highly disciplined
• Caring, Willing to learn, Trust worthy
• Good interpersonal & communication skills
• A team player
• Fresh graduate welcomed  

要求 

• 前瞻性思維，主動
• 自律 
• 關懷、樂於學習、可靠
• 良好的人際關係與溝通能力
• 合群及融入團隊
• 歡迎應屆畢業生 

Salary

• [High Commission
• Internship allowance up to $10,000
• Performance-based incentives including travelling allowance
• Year end bonus
• Professional awards and industry-wide recognition
• Overseas conventions opportunities
• Group medical insurance 

薪水

• 高佣金
• 實習生津貼高達 $10,000
• 年終獎金
• 專業及業界認可獎項
• 海外會議機會
• 團體醫療保險