Project Umbrella started when we wanted customers to enjoy both the convenience of virtual insurance companies and the dedication of financial consultants.
While at this moment the Millenials (and Gen Z) might value a fully online consultation process, behind the policy and the claim process, there should always be a dedicated team to explain and assist our customers on the way. We take pride in how we are not just agents behind a transaction, but someone who our customers can entrust their finances with.
1-2 working days per week
100% of the existing team members became MDRT (Million Dollar Round Table) in one year
Our team consists of lawyers, CPA, CIA, Engineers from all over the world including HK, Mainland China, Philippines, Pakistan, US, India, Canada, UK, Nepal and Australia etc.
"Being a senior compliance officer is tough, but very rewarding. Being a financial consultant is equally rewarding and FUN sans the sleepless nights."
After you have submitted your application, we will message you and arrange an interview with you in 14 days. Stay tuned!
Should you have any questions regarding the application, feel free to contact us: email@example.com
+852 6899 9037
Suite 4001, 40/F, AXA Tower Landmark East, 100 How Ming Street, Kwun Tong, Hong Kong