• Develop high-end customers international financial market
• Referral to customers and responsible for integrating and providing customer data as described
• Arrange for customers to take out insurance in Hong Kong
• Follow the entire sales, verification, and physical examination process
• Cooperate with Fufung Insurance to follow up after-sales service

• Design and explain financial planning to clients
• Assist customers to fill out insurance application forms and arrange for underwriting insurance policies
• Accompany the customer to the insurance company for verification, medical examination and payment of premiums
• Explain the policy terms to the customer after successful underwriting
• Provide after-sales service according to customer needs
• Provide regular sales progress report

Yu Fung training in Hong Kong:

Market development, integrated financial planning, financial product knowledge, after-sales service, etc.

Building team trust and confidence

• Participants in the training course content group, exchange learning experiences
• Examples of insurance cases, discussions, answers to questions and analysis of cases
• Customer resource survey and analysis, special needs customer project follow-up