Jane Cao

Senior Insurance Advisor MDRT COT at Citistar Financial - N/A, N/A, ca

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Citistar Financial
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Citistar Financial logo, Citistar Financial contact details

Citistar Financial

N/A, N/A, ca • 10 - 19 Employees
Insurance

Citistar Financial is one of Canada's top national distributors and Managing General Agencies (MGA) in the life insurance and investment advisory industry, with over 800 professional advisors in Greater Vancouver, Toronto, Montreal, Winnipeg, Saskatchewan and Alberta. For over 22 years, Citistar Financial has maintained a leading role in the representation of Canada's major insurance carriers,Canada Life, Manulife, Sun Life, Equitable Life and Industrial Alliance Group. 东方金融是加拿大最大的管理级人寿保险和保本基金总代理商MGA之一。公司于1999年在温哥华成立,并在安省,魁省,萨省和阿尔巴塔省设有公司。业务幅射加拿大全国各省,是华人社区最具影响力的保险行业领导者。东方金融代理实力雄厚,代理公司包括:加拿大最大的金融机构Manulife宏利金融,加拿大最老牌的国字号Canada Life加拿大人寿, 历史同样悠久的Sun Life永明人寿, 以及iA国联人寿, Equitable Life恒信人寿等在内的的多家顶级保险公司。我们秉承以客户利益优先为原则,为旗下的保险理财顾问及他们的客户提供全方位的保险和投资建议服务。 东方金融连续多年被加拿大多家保险公司评为顶级代理商,屡次获得加拿大三大保险巨头:Manulife宏利金融,Canada Life加拿大人寿,Sunlife永明人寿 保险总代理全加拿大业绩第一,是同行业中的佼佼者! 自1999年成立以来,我们一如既往地为旗下800多位保险理财顾问提供领先行业的专业培训和高品质的辅导。百万圆桌会议MDRT是全球寿险精英的最高盛会。在世界保险理财行业里,每年大约只有1%的从业人员,能够达标成为会员。而东方金融先后帮助100多位经纪荣膺全球百万圆桌普通会员MDRT,超级会员COT和保险业界顶峰标志的顶级会员TOT,达标比例超过10%。可谓英才荟萃,业绩斐然! 公司高水准的专业和业务发展培训尤为突出,深为经纪啧啧称赞。我们拥有加拿大华人社区最多的持有高级专业证书的理财顾问,包括:CLU(特许人寿保险理财师),CFP(注册财务规划师) , TEP信托与遗产执业者和 CPA(注册会计师)。我们还拥有超强的后台支持,让经纪无后顾之忧。我们的合作伙伴包括:精通资产重组、遗产规划、信托架构的会计师,律师等专业人士,为客户提供全方位的专业建议,一同为客户的财富保驾护航! 让梦想启航共创辉煌,东方金融期待您的加入!

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Jane Cao currently works for Citistar Financial.
Jane Cao's role at Citistar Financial is Senior Insurance Advisor MDRT COT.
Jane Cao's email address is ***@citistarfinancial.com. To view Jane Cao's full email address, please signup to ConnectPlex.
Jane Cao works in the Insurance industry.
Jane Cao's colleagues at Citistar Financial are - Employee, Sherry Cai, Roy L, Xiaoxi Tang, Jane Xu, Leo Liu, Raymond Chen and others.
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