Financial Planner

Financial Planner – Flexible Work, Fast Growth & Real Income Potential

Location: Hong Kong

Job Type: Full-time / Part-time / Freelance

Job Summary

Looking for more than a routine 9-to-5? Join our Hong Kong team as a Financial Planner and build a career with flexible work arrangements, strong income potential, structured training, mentorship, and our own cold call allocation system to help you connect with prospects and get started faster. This opportunity is ideal for ambitious, hard-working individuals who want more freedom, real career growth, and rewards based on performance.

Responsibilities

• Meet clients and understand their protection and financial needs
• Recommend suitable insurance and financial planning solutions
• Build and maintain long-term client relationships
• Follow up on applications, servicing, and renewals
• Grow your client base through referrals, networking, and allocated cold call leads

Requirements

• Experience in sales, banking, customer service, hospitality, or other client-facing roles preferred
• Hard-working, self-motivated, and goal-oriented
• Strong communication and interpersonal skills
• Good English and Cantonese; Putonghua is a plus
• Pass in Chinese, English, and Mathematics in HKCEE / DSE, or Higher Diploma and above
• IIQE qualification is an advantage
• IANG visa holders and eligible Hong Kong work-visa holders are welcome to apply.

What We Offer

• Flexible working arrangements
• Structured training and mentorship
• Clear career progression path
• Competitive commission and incentive opportunities
• Group medical coverage
• Access to our own cold call allocation system to support lead generation

Apply Now

Please submit your CV.