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银保保险顾问

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Onsite

银保保险顾问

Cigna & CMB Life Insurance Company Limited

银保保险顾问

2 months ago

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Important information


Contract type:

Permanent

Location:

Dongguan, Guangdong Province, China

Work mode:

Onsite

Published on:

14 August 2026

What they need


该职位来源于猎聘 职务职责 1.保持每天、逐个网点的定期拜访,追踪业绩,在所有产品销售活动中为行员提供必要的支持,完成岗位业绩指标; 2.在销售技巧方面为行员提供一对一辅导,必要时可以示范,发现并帮助改善行员暴露出来的问题; 3.监督所辖银行人员的销售活动,对销售和服务品质进行管理,确保各项活动符合规范;确保银行行员合法合规开展业务;协助公司所辖网点内各项工作的正常开展,对出现的异常现象及时反馈,协助公司分析并解决问题; 4.收取银行网点内客户投保资料,登记并检查各项信息填写无误后,交公司相关岗位进行承保,并将已生效的保单合同送至各银行网点; 5.按公司要求完成各项活动管理工具表的填写,按规定参加公司组织的各项会议、培训活动,并遵守相关纪律; 6.搜集竞争对手的市场活动及产品开发信息,并向管理层提供建议。 任职资格 1. 有一年以上销售经验、金融行业或服务行业工作经验,优秀应毕业生亦可; 2.能处理好人际关系和抗压能力强; 3.工作主动积极、责任心强,具备优秀的服务意识和沟通能力。

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