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机构销售

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机构销售

Cigna & CMB Life Insurance Company Limited

机构销售

2 months ago

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Important information


Contract type:

Permanent

Location:

Beijing, China

Work mode:

Onsite

Published on:

4 September 2026

What they need


该职位来源于猎聘 机构销售/市场销售岗 工作职责: 1. 负责组合类产品的销售工作,组织开展销售路演活动,协助部门达成销售目标; 2. 定期拜访保险、银行等金融同业机构,了解潜在客户需求及动向,维护客户关系,开发潜在客户; 3. 负责收集并反馈客户需求动态,提出产品创设及完善建议,及时推动将客户需求转换为产品成果; 4. 协助跟踪保险资管、公募基金的行业、产品及相关监管政策动态; 5. 熟悉客户资金端特性以及各类资产(股票、债券、衍生品)属性,对资本市场具有敏感性,协助产品创新、产品规划等工作; 6. 完成领导交办的其他工作。 任职资格: 1. 知名院校毕业,经济、金融、营销、财务、会计等相关专业背景,硕士及以上学历; 2. 具有保险资管、基金、券商等金融机构2年以上销售、投资相关经验,熟悉机构或渠道的需求; 3. 性格开朗,具有较强的沟通能力、协调能力和抗压能力,适应出差; 4. 具有团队协作精神、敏感的市场度,结果导向。

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