Team Core Values
- Professional Sharing
- Passion to Contribute
- Continual Gratitude
- The True Partnership: Mutual Support and Success
Commercial Training: The Key to Success
- Comprehensive training (Pre-contract training, Sales training on different policy plans)
- 90 days of personal mentorship
- Sales Bible mobile application
- Digital marketing campaign run by our team
- Client Relationship Management (Monthly activities including charity work, hiking, The Werewolves of Millers Hollow, various DIY workshop, etc.)
- "Bloomberg Businessweek/Chinese Edition" Financial Institution Awards is composed of government finance ministers, academics, experts, and the editorial board of the weekly. The judging panel selects outstanding performance based on market performance, growth, development and business strategy.
Business Networking
- Rock-solid referral network from business associations to provide a source of new prospects and industry partners such as doctors, lawyers, accountants, business owners, etc.
- Helping team members to build new networks and expand into new markets
Mainland Market
- Our team has built credibility in the mainland community, and our client base includes lawyers, accountants, and so on
- We introduce various products and asset allocation strategies for high-net-worth individuals.
Team Accomplishments
- We’re winners of HKMA SME Club Distinguished Salesperson Award Program which has high entry barriers. Only 8 salespersons are selected out of 23,000 representatives. We’re proud that our team sweep the board at the annual best financial planner awards.
- Financial planner 25% (turnover + return on investment) application
- Over 25% in our team achieved MDRT qualification (MDRT: a minimum of HKD 550,000 of eligible commissions paid; a minimum of HKD 2,200,000 of eligible paid premium; and a minimum of HKD 950,000 of eligible annual gross income.)
- 2.5% of the team agents are COT qualifiers (COT: a minimum of HKD 1,650,000 of eligible commissions paid; a minimum of HKD 6,610,000 of eligible paid premium; and a minimum of HKD 2,860,000 of eligible annual gross income.)
- 0.5% of the team elites are TOT qualifiers ( TOT: a minimum of HKD 3,330,000 of eligible commissions paid; a minimum of HKD 13,220,000 of eligible paid premium; and a minimum of HKD 5,720,000 of eligible annual gross income.)
