大品牌让你更自信 Big brands make you more confident
美国互惠财富集团作为美国高端财富管理的华人第一品牌，已经在美国服务华人二十余年。在此期间，我们以洛杉矶为中⼼，积极开放了包括尔湾会议中⼼，尔湾商业中⼼和东区商业中⼼在内的多家分公司（非独⽴经纪⼈办公室）。
从默默无闻到全美第一家利润共享式全方位高端客制化财富管理集团，这离不开每一位员工的努力和汗水。
Sky Vision Insurance Agency, as the first Chinese brand of high-end wealth management in the United States, has been serving Chinese in the United States for more than 20 years. During this period, with Los Angeles as the center, we actively opened a number of branches (non-independent agent offices) including the Irvine Convention Center, the Irvine Business Center and the Diamond bar Business Center.
From obscurity to the first profit-sharing all-round high-end customized wealth management group in the United States, it is inseparable from the efforts of every employee.
用心关心你的成长 Care about your growth
即使是在2020年新冠肺炎疫情期间，互惠财富依然在通过每日办公室消毒，以及免费发放口罩、消毒纸巾和手套等方式，全力保护员工的身体健康。
同时，与行业其它的很多公司不同，互惠财富依然在全力确保员工收入不受影响。俗话说，“患难见真情”——只有在一个企业最艰难的时刻，我们才能看出这个总是把“以员工为本”挂在嘴边的企业到底能不能够落到实处。至少，互惠财富，做到了。
Even during the COVID-19 outbreak in 2020, Sky Vision Insurance Agency is still doing its best to protect the health of employees through daily office disinfection and free distribution of masks, disinfectant tissues and gloves.
At the same time, unlike many other companies in the industry, Sky Vision Insurance Agency is still working hard to ensure that employee income is not affected. As the saying goes, “Truth is seen in adversity” – only in the most difficult moment of an enterprise can we see whether this enterprise that always talks about “employee-oriented” can actually be implemented. At least, we did it.
迎接独一无二的你 welcome the unique you
集团正式在职员工超过100位，大多已经在互惠集团工作了5年甚至10年以上。低离职率的背后是集团人性化的管理和完善的员工福利。
我们相信每一位员工都是独一无二的，都有自己的与众不同之处。互惠财富秉承“善于发现员工闪光点”的原则，给予每一位新加入的成员足够的时间和机会，让其在工作中发现自己的长处，并支持员工在适合自己的岗位上发光发热！
The group has more than 100 formal employees, most of whom have worked in the Sky Vision for 5 or even more than 10 years. Behind the low turnover rate is the agency’s humanized management and perfect employee benefits.
We believe that every employee is unique and has their own uniqueness. Sky Vision Insurance Agnecy adheres to the principle of “being good at discovering the bright spots of employees”, giving each new member enough time and opportunity to discover his strengths at work, and supporting employees to shine in their suitable positions!
带给你更大的发展空间 Bring you more room for development
集团旗下涉及业务⼴泛，服务范围以专精的保险和年⾦业务为中⼼，同时也为⾼净值客⼾提供尊容定制服务，涉及房产，法律，税务，信托，跨境资产配置，财富管理等各个⾏业和领域。
除了涉及业务范围广泛外，互惠财富还坐拥13大部门，让优秀的你不受拘束，总能找到最适合自己的位置，看到广阔的发展空间。
The agency covers a wide range of businesses, with specialized insurance and annuity services as the center, and also provides customized services for high-net-worth clients, involving real estate, law, taxation, trust, cross-border asset allocation, wealth management and other industries and fields.
In addition to involving a wide range of businesses, we also has 13 major departments, so that the excellent you are not restricted, you can always find the most suitable position for you, and see a broad space for development.
探索你的未来 – 集团总办公室与分公司核心部门
Explore Your Future – Head Office and Branches Core Departments
财务运营部
Financial Operations Department
主要负责为业务部门提供财务管理建议，进行业务部门的财务分析，编制集团内外部活动年度预算，管理资金使用情况等任务。Mainly responsible for providing financial management suggestions for business departments, conducting financial analysis of business departments, preparing annual budgets for internal and external activities of the group, and managing the use of funds and other tasks.
精英管理部
Elite Management Department
主要负责进行合伙人及经纪人签约，考核，集团团队建设活动的组织，整理宣传文案和视频内容，合伙人/经纪人个人发展目标的规划等任务。
Mainly responsible for the signing of partners and brokers, assessment, the organization of group team building activities, the arrangement of publicity copy and video content, and the planning of personal development goals of partners/brokers.
集团合规监察部
Group Compliance Department
主要负责制定集团内部政策，研究当地的法律规定和行业规范，监察集团内外部活动，记录控制项等任务。
Mainly responsible for formulating internal policies of the group, researching local legal regulations and industry norms, monitoring internal and external activities of the group, and recording control items.
人力资源部
Human Resources Department
主要负责发布与收集人事信息，制定符合公司发展战略的人力资源战略规划，负责协调各部门工作，整理公司大事记，搭建集团企业文化体系等任务。
Mainly responsible for releasing and collecting personnel information, formulating human resources strategic planning in line with the company’s development strategy, coordinating the work of various departments, organizing the company’s memorabilia, and building the group’s corporate culture system.
业务运营部
Business Operations Department
主要为核心业务运营提供各项支持帮助，跟踪核保流程，检查业务详情，处理各类文件缺失，业务中断，销售困难等一系列问题。
It mainly provides various support and assistance for core business operations, tracks the underwriting process, checks business details, and handles a series of problems such as missing various documents, business interruption, and sales difficulties.
业务支持部
Business Support Department
主要负责销售及业务扩展阶段的经纪人/合伙人支持服务，提供即时报价，专业培训，市场推广资料及基础销售帮助等。
Mainly responsible for broker/partner support services in the sales and business expansion stage, providing real-time quotations, professional training, marketing materials and basic sales assistance.
大数据分析中心
Big Data Analysis Center
主要负责收集报告数据，定量定性分析，识别各类风险因素 ，提取系统数据支持部门需要，建立风险预警管控措施，升级原有数据决策模型等任务。
Mainly responsible for collecting report data, quantitative and qualitative analysis, identifying various risk factors, extracting system data to support the needs of departments, establishing risk early warning and control measures, and upgrading original data decision-making models.
技术支持部
Technical Support
主要负责集团日常客户的线上会面技术支持，服务系统的日常维护，开发提高员工工作效率的合作平台，研究提高客户体验的科技产品等任务。
Mainly responsible for the group’s daily customer online meeting technical support, the daily maintenance of the service system, the development of a cooperation platform to improve employee work efficiency, and the research on technological products to improve customer experience.
商务拓展部
Business Development Department
主要负责制定和跟踪集团的长期发展战略规划，推动与第三方商业伙伴的合作，制定和实施互惠共赢的商业计划等任务。
Mainly responsible for formulating and tracking the group’s long-term development strategic plan, promoting cooperation with third-party business partners, formulating and implementing mutually beneficial business plans and other tasks.
市场营销部
Marketing Department
主要负责进行竞争者分析，获取市场和客户数据洞察，进行品牌触点管理，优化客户体验，制作和发布营销内容，跟踪集团品牌平台数据等任务。
Mainly responsible for competitor analysis, gaining market and customer data insights, brand touchpoint management, optimizing customer experience, producing and publishing marketing content, tracking group brand platform data and other tasks.
高级理财产品部
Advanced Financial Products Department
主要负责集团产品的商业化推广，内部多产品方案的整合，财富管理行业发展动态和转型的研究，新型产品的迭代研发等任务。
Mainly responsible for the commercialization and promotion of the group’s products, the integration of internal multi-product solutions, the research on the development and transformation of the wealth management industry, and the iterative research and development of new products.
客户支持部
Customer Support Department
主要负责线上线下的客户接待，客户具体需求的记录，客户要求的及时跟进，关键文件的填写帮助等任务。
Mainly responsible for online and offline customer reception, records of specific needs of customers, timely follow-up of customer requirements, and assistance in filling out key documents.
总裁办公室
CEO’s office
主要负责为总裁与外部之间的交流建立畅顺畅通道，跟进落实总裁会议纪要，审核和发布集团相关通知等任务。
Mainly responsible for establishing a smooth channel for communication between the president and the outside world, following up on the implementation of the minutes of the president’s meeting, reviewing and issuing group-related notices and other tasks.
热招职位
Opportunities
Case Assistant
【薪水福利】
1. 高薪：薪酬模式 = 高底薪 + 绩效奖金；
2. 公司提供专业化培训；
3. 优雅的办公环境；融洽的企业团队氛围；享有法定假期等福利；
4. 公司开放式竞争平台，能力较强者可晋升公司管理层；
5. 工作优异者，公司鼎力支持，协助办理H1B（近年来每年都有员工抽中H1B，更有员工获得绿卡）。
【职位职责】
1. 负责文档处理，建立档案；
2. 负责维护客户资料与后续服务，解答客户问题；
3. 与保险公司等机构协商沟通；
4. 处理其它与case相关问题。
【职位要求】
1. 出色的英语表达能力和沟通技巧；
2. 具有合作精神和团队意识和良好的沟通协调能力；
3. 工作踏实，认真细致不出错，有很强的责任心，能够承受工作压力；
4. 熟练运用各种办公软件。
【联系方式】
1. 电话：(626) 287 – 7779
2. 邮箱：hr@skyvisioninsurance.com
更新于2020年5月13日。
行政助理
【职位职责】
1. 公司物资采购和管理；
2. 办公设备维护、管理；
3. 协助办公building的维护、管理等。
【职位要求】
1. 具备英文沟通能力；
2. 全职、兼职均可。
【联系方式】
1. 电话：(626) 287 – 7779
2. 邮箱：hr@skyvisioninsurance.com
更新于2020年5月11日。
汽车保险专员
【职位职责】
1. 主要负责相应保单的处理。
【职位要求】
1. 认真细心；沟通能力强；工作效率高；可以multi-tasking；可以独立工作，操作case；2. 中英文流利；
3. 具有团队合作精神；
4. 具备P&C保险License优先；
5. 有相关汽车、房屋、商业、团体健康保险经验优先；
【联系方式】
1. 电话：(626) 287 – 7779
2. 邮箱：hr@skyvisioninsurance.com
更新于2020年5月6日。
房屋保险专员
【职位职责】
1. 主要负责相应保单的处理。
【职位要求】
1. 认真细心；沟通能力强；工作效率高；可以multi-tasking；可以独立工作，操作case；2. 中英文流利；
3. 具有团队合作精神；
4. 具备P&C保险License优先；
5. 有相关汽车、房屋、商业、团体健康保险经验优先；
【联系方式】
1. 电话：(626) 287 – 7779
2. 邮箱：hr@skyvisioninsurance.com
更新于2020年5月6日。