[담당업무]

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

[자격요건]

경력: 신입
학력: 학력무관
직무기술: 종합자산관리, 재무설계 자산관리, 금융영업

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 (Fluent)
- Applicants must hold a valid F-Visa (Non-Koreans)


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)

[우대사항]

자격증: AFPK, 투자자산운용사, 펀드투자권유대행인, 증권투자권유대행인