Management Trainee – Insurance

2 days ago


Kowloon, Hong Kong SAR China YF Life Insurance International Ltd. Full time

Flexible schedule & cross-border exposure 彈性工作時間與港陸跨境客戶接觸機會 Strong back-office support including case coaching, proposal drafting, marketing materials and administrative assistance 背後團隊支援完善,包括案例指導、建議書製作、行銷素材及行政協助 Collaboration with professionals (tax, trust, legal, education planning) 可直接對接稅務、信託、法律、教育規劃等專業服務 Comprehensive insurance planning training including life, medical, critical illness, retirement income and tax-deductible solutions 完整保險規劃培訓,涵蓋人壽、醫療、重疾、退休及扣稅產品 Visa renewal support (IANG / TTPS) 提供香港工作簽證續簽協助(IANG、高才等) Competitive remuneration, performance incentives, and clear promotion pathway 具競爭力薪酬、績效獎金及明確晉升路徑 Requirements / 職位要求 Fluent Mandarin; good English or Cantonese 普通話流利,具備良好英語或廣東話能力 Strong communication & client understanding 擅長與人交流,能洞察與整理客戶需求 Eligible to work in Hong Kong; cross-border travel when required具合法在港工作資格,可配合港陸出差 Responsibilities / 工作職責 Conduct client needs analysis and prepare personalized insurance plans 了解客戶需求並制定個人化保障及財務方案 Plan life, critical illness, medical, retirement & education funding solutions 規劃人壽、重疾、醫療、退休、教育基金及扣稅產品 Collaborate with tax, trust, legal, and education partners for integrated solutions 與稅務、信託、法律及教育規劃顧問合作,提供一站式服務 Handle cross-border client insurance needs and policy servicing 處理跨境客戶的香港保單配置與售後支援 Assist in seminars, marketing events and digital promotion 協助講座、活動及品牌推廣 #J-18808-Ljbffr


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