Job Summary
At Shinhan Life, our Financial Consultants stand with clients through every important moment in their lives.
From managing life’s risks—such as illness, accidents, and unexpected loss—to providing comprehensive asset planning across investments, inheritance, gifting, and retirement, we serve as trusted partners who help clients build stable and well-balanced financial futures.
Shinhan Life proudly introduced the New Sales Model, the first of its kind in the life insurance industry, empowering Financial Consultants to design and grow their careers according to their own strengths and goals—whether in sales or organizational leadership.
Your potential is the driving force behind Shinhan Life’s growth.
Becoming a Financial Consultant is a highly rewarding and meaningful career—one that allows you to grow in essential fields such as finance, sales, and marketing, while helping others and achieving both purpose and compensation.
Job Description
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
Requirements
· Korean(Communication Level)
· Visa (F2 ~ F5)