Wealth Advisory & Risk Management

신한라이프 방배지점

D-11

정규직서울특별시 서초구

career
경영관리 > 경영·사업 기획·컨설팅
cash협의 후 결정
cash확인필요

담당업무

Responsibilities 1. Analyze clients’ financial status and provide comprehensive financial planning 2. Establish long-term financial goals with clients and develop customized strategies 3. Design insurance plans and deliver tailored insurance product recommendations 4. Advise clients on financial products and services, and conduct product sales 5. Identify new prospective clients and manage relationships with existing clients 6. Ensure full compliance with insurance and financial regulations and policies 7. Provide financial solutions aligned with clients’ needs and life goals 8. Collaborate with team members to achieve targets and manage performance 9. Support clients throughout the insurance claim and approval process

우대사항

Qualifications · Strong communication skills, with the ability to clearly explain financial concepts to clients · High level of diligence, integrity, and professionalism · Self-motivated and achievement-oriented, with the ability to work autonomously without fixed working hours · Strong planning, organizational, and time-management skills · Attention to detail with a client-focused mindset · Ability to collaborate effectively within a team-oriented environment · Willingness to continuously learn and develop expertise in finance, insurance, and consulting · Proficiency in Korean (spoken and written) · Applicants must hold a valid F-Visa. Preferred Qualifications · Background or strong interest in finance, insurance, sales, or consulting · Bachelor’s degree preferred but not required · Prior experience in customer-facing roles, sales, or advisory positions · Multilingual communication skills are a plus · Relevant financial or insurance certifications (or willingness to obtain them)

모집조건

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모집마감일2025.12.31
근무형태 정규직
근무지역서울특별시 서초구
급여협의 후 결정

지원자격

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한국어 능력
고급비지니스 회의 가능
외국어 능력
고급
영어비지니스 회의 가능
지원가능 VISA
확인필요
우대조건
경력무관, 학사이상

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