As a professional financial planner, you serve the important role of a lifelong partner to your customers. You have to appreciate the needs of your customers and tailor-make comprehensive schemes and prepare contingencies to help them achieve their goals.
Putting customers first is our service philosophy; stringent and professional core principles are put into practice when formulating financial planning solutions. Our pioneering and unique 3-step approach to financial planning ensures that services and products fully meet the genuine needs of our customers.
Be a professional financial planner, and benefit from opportunities in the industry:
Manulife boasts a multifaceted MPF platform that offers a variety of featured funds, helping you benefit from opportunities arising from the Employee Choice Arrangement and fully expanding your customer base.
Manulife offers two distinct career paths and a clear route for career advancement. Allowing you to unleash your potential and play to your strengths, our career development paths ensure that you can map out an ideal career in line with your personal goals.
As an agency manager, you have to demonstrate excellent abilities as a leader and team player. Apart from setting the business goals of your subordinates and managing their work, you have to guide and motivate new recruits, serving as a professional mentor in their career development.
Manulife also offers a clear and transparent career development path for financial planners. As long as you can meet the specified performance requirements, you will receive opportunities for promotion and rewards for your effort.
Financial planning is the process of achieving your life goals through proper management of your finances. At Manulife, we put customers first. We have developed a unique three-step approach to financial planning: Connect, Customize and Grow. Manulife Financial Planners have to understand the needs of their clients, so that they can tailor-make comprehensive and suitable plans.
Manulife is one of the largest MPF providers in Hong Kong, offering an ideal platform for getting in touch with more customers. What’s more, through professional and award-winning training, including small-class teaching, role playing and follow-up training, we transfer professional knowledge and skills step by step to help new recruits start from scratch and steer a steady course forward.
Many newcomers worry about being turned away by potential customers or about meeting new people. Don’t worry though, as you’ll not only benefit from sales training from Manulife, but also best-practice sharing from your own team. Managers provide one-on-one guidance, or may even accompany you when you pay customers a visit. If you are interested in joining Manulife, we are happy to provide the internationally recognized Personal Orientation Profile (POP™) test, helping you understand whether you are suitable for this career.
Being a financial planner is like starting your own business, where you can arrange your own work schedule. Your income potential as a financial planner is based on your performance and can be extremely competitive compared with other professions. Our career development path is very transparent, with promotions earned once you achieve designated targets.
Embarking on a career in financial planning is like running one’s own business; you are no longer a “wage earner” with fixed working hours. Financial planners arrange their own work schedules and work at their own pace.