Financial Planning Center Network,The company’s recruitment positions are as follows, recruiting 1 Financialplanner
Salary: 68000-89000 USD for one year, company benefits: company car
Employee discount
Employee Coaching Plan
Employee stock purchase plan
Free drink
Free food
Gym membership
Health insurance
life insurance
Professional development assistance
Unlimited annual leave
Vision insurance,Job requirements: 1. Fully responsible for the development of mid-to-high-end customers, based on the company’s marketing support, find the customers the company needs, deliver the company’s services and concepts to the customers, and promote the recognition of the company and its services;
According to customers’ financial management needs, provide customers with asset allocation suggestions or plans, and in-depth communication with customers to reach a consensus, based on the company’s wealth management boutique library, configure products for customers, and assist customers in purchasing;
Based on the company’s research and service platform support, provide customers with continuous professional financial services, including customer asset changes, customer asset allocation adjustment suggestions, customer continuous communication, etc., to improve customer satisfaction and loyalty.
Business requirements for financial planners The following content comes from Kanzhun.com’s requirements for financial planners
Requirement A
Job Responsibilities:
Fully responsible for the development of mid- to high-end customers, based on the company’s marketing support, find the customers the company needs, deliver the company’s services and ideas to the customers, and promote the customers to recognize the company and its services;
According to customers’ financial management needs, provide customers with asset allocation suggestions or plans, and in-depth communication with customers to reach a consensus, based on the company’s wealth management boutique library, configure products for customers, and assist customers in purchasing;
Based on the company’s research and service platform support, provide customers with continuous professional financial services, including customer asset changes, customer asset allocation adjustment suggestions, customer continuous communication, etc., to improve customer satisfaction and loyalty.
Request B
Responsibilities: 1. Under the leadership of the team department, develop Beijing’s high-end wealth management market, tailor wealth management solutions for customers, and establish and maintain customer network resources.
Cultivate organizational leadership and build your own financial management team.
The company will provide professional training for newcomers after internship or joining the company.
Qualifications: 1. Bachelor’s degree or above (excellent ones are lenient), marketing and other related majors;
Quick response, strong expression skills, strong communication and communication skills, and affinity;
Have a sense of responsibility, strong resistance to pressure, teamwork spirit and good customer service awareness.
Working hours: Flexible work, free time
Job benefits: 1. Rich income composition: basic salary + commission + renewal commission + Bole bonus + management allowance + continuation rate bonus + quarterly bonus + year-end bonus + competition bonus.
Opportunities for training and growth: domestic TOP2000 high-end marketing training, overseas TOP2000 training (competition award); Tsinghua University financial planner training