18/09/2021
What do you still waiting for ?
The time is now to achieve more !
人生教練級的專業理財顧問團隊,為你解決金錢問題、確立發展人生路向。?
18/09/2021
What do you still waiting for ?
The time is now to achieve more !
We are recruiting! Come and create a new exciting page of life!
https://www.wantedly.com/projects/646007
Match client needs with financial tools in market.
Experience preferred, students/housewife will be considered as trainees.
Complete clerical tasks, eg, submitting applications, preparing documents.
Piece rate. Welcome students/housewife.
Lead generations.
Pre and post sales client relationship management.
Piece rate + Commission. Welcome students/housewife.
18/05/2021
久違地來到科大拜訪教授客戶。海天仍是那麼藍,多了兩幢特色建築,自豪感油然而生。
第一次見工科助理教授,很友善,關心退休保障。之前見過保險公司代理,但是未能下決定,幸而吸引力法則讓我們遇上,十分喜歡我們IFA一站式幫忙比較全港的計劃,省時省力。詳細了解教授的目標和狀況,約定後天和太太一起面見看計劃書😊
會後立刻和團隊一起為教授構思家庭理財保障方案,期待週四再續。