我想知道如果一個新人到保險公司入行做財務策劃師(CFP)，本身朋友及親人不多,要找客户，是不是要不斷cold call？ 那裏找到大量電話號碼呢？有需要在街上派傳單或者咭片嗎？
我對財務策劃師的工作一竅不通，只是想弄清楚是否適合自己，希望沒有問錯問題。
中或英文作答都沒問題，謝謝。
有關財務策劃師
2007-01-21 9:05 am
回答 (2)
2007-01-26 8:22 pm
✔ 最佳答案
If you plan to develop your career in this field, you can try to find the job in other broker companies. As I know, there are broker firms which provide trainings and company leads (customer) to their financial planners.One of the above I have heard is AMTD.
2007-01-27 11:34 pm
有些所謂的company leads大多數都是需要自己付現向公司買,成功與否都要先付錢!
收錄日期: 2021-04-12 22:41:53
原文連結 [永久失效]:
https://hk.answers.yahoo.com/question/index?qid=20070121000051KK00345