北京掌上先机网络科技有限公司
资产管理
2 months ago
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Important information
Contract type:
Permanent
Location:
Ningbo, Zhejiang, China
Work mode:
Hybrid
Published on:
8 August 2026
What they need
该职位来源于猎聘 【工作内容】 - 负责为客户提供专业的保险产品及资产配置方案，满足客户的多元化财富管理需求； - 通过电话、面谈等方式开展客户开发与维护工作，提升客户满意度与忠诚度； - 协助团队完成销售目标，定期分析市场动态，优化销售策略； - 参与公司组织的培训与业务学习，不断提升专业能力与服务水平。 【任职要求】 - 大学本科及以上学历，金融、经济、保险等相关专业优先； - 具备2年以上销售经验，有资产配置相关经验者优先； - 熟悉公司产品及金融市场，具备良好的沟通能力和客户服务意识； - 工作积极主动，具备较强的目标感和抗压能力，能适应快节奏的工作环境
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