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Financial Planning Industry

A Thriving Industry A Promising Career

The future is ever changing and full of possibilities.
By joining an industry in a substantial and growing market, you can reach your career and life goals much faster.

A fast-growing industry

Individual annuity new business premium income surged by 50 times during the past 10 years1

A rewarding career with us

Higher income: 1 out of every 3 managers earns an annual income of $1,000,000 or above2

More job satisfaction: Job flexibility, faster career path, respect and recognition…

1 Source of Statistics: Insurance Authority, 2010 – 2019.
2 Based on managers who have joined YF Life for one year or more in 2019.

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Be Our Director

Dreams can make everything possible.
Whatever you dream, we can make it real.

Institute of Director Development

If you believe you deserve a better future and greater achievements, then we cordially invite you to join our Institute of Director Development (IoDD). Through a carefully crafted development program, we pave the way for you to be a future leader and member of the Million Dollar Round Table*, boosting your career to new heights.

* Million Dollar Round Table is an international and independent association presenting honorable rewards to the outstanding 3% professionals in the Hong Kong insurance and financial planning industry.

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YF Life Internship Program 2021

Seize the valuable internship opportunity to enrich your journey during the summer break! With coaching and guidance from our seasoned mentors, you will acquire in-depth knowledge on financial planning, insurance industry and financial technology. Through a balanced program with theoretical and practical exposure, we will equip you to embark on a promising career to own the future.

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Apply now

Recruitment Event

It’s time to make a career breakthrough by joining a thriving industry with sustainable growth!

You are cordially invited to our recruitment events to find out what you can achieve in the financial-planning industry with YF Life. The keys to success and industry insights will be shared by experienced agency managers – invaluable information for pursuing a professional career. 

Own the future. Email us at for more!

Be Part of Us

Financial Planner

Your Responsibilities

  • To provide professional financial and insurance analysis, advice and after-sales service on risk- and wealth-management products, MPF and employee-benefits products
  • To generate and execute sales and marketing plans to meet business targets

Your Rewards and Opportunities

  • Annual remuneration of HK$300,000 or above
  • Attractive commission and bonus scheme plus fringe benefits
  • Comprehensive and professional training on financial planning and service
  • Well-structured career-development path and good advancement opportunities

Our Requirements

  • University graduates or Form 5 graduates with 3 years of related experience
  • Self-motivated, outgoing, service-oriented and responsible
  • Good interpersonal and communication skills
  • Experience in sales and marketing, banking and finance would be an advantage
Apply here



Born in the 1970s, Garry graduated from the University of Toronto and held a management position in a multinational advertising agency. He joined YF Life in 2010 and earned over two million dollars a year from his first year onwards. He is now a Senior Regional General Manager.

Sale Rep


Of the ‘post-80s’ generation, Ivy worked as a beauty consultant for eight years. Joining YF Life in 2010, she earned over one million dollars a year from her first year onwards and is now working as a Senior District Manager.

Post-80s Financial Planner


Of the ‘post-80s’ generation, Teddy graduated from the faculty of Business, Financial Services at The Hong Kong Polytechnic University. As from the age of 26, his annual earnings have amounted to over two million dollars. He is now a Senior Regional General Manager.

Post-90s Gradudate


Of the ‘post-90s’ generation, Roseanna studied Portuguese at the University of Macau. Joining YF Life after graduation, she earned her first million dollars at the age of 23 and now works as a Regional General Manager.

Telecom Rep


Born in the 1980s, Mo worked in the telecom industry for three years. Joining YF Life in 2008, his earnings had reached over one million dollars at the age of 29. He is now a Senior District Manager.

Bachelor of Finance & Accounting


Born in the 1980s, Cookie was graduated with a BBA from the faculty of Finance and Accounting, Leeds Metropolitan University, in the UK. Recruited by YF Life in 2008, she has earned over one million dollars a year since joining. She is now a Senior District Manager.

Senior Merchandiser


Born in the 1970s, Irene worked as a merchandiser for 20 years. Joining YF Life in 2008, she earned over one million dollars a year from her second year onwards and is now a Regional General Manager.



Born in the 1980s, Churchill graduated with a BBA from the faculty of Business, Financial Services, The Hong Kong Polytechnic University. His first job was a banker. He then joined YF Life in 2009, and earned over one million dollars in the first two years. He is now a District Manager.

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