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广东分公司培训专员

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Onsite

广东分公司培训专员

Cigna & CMB Life Insurance Company Limited

广东分公司培训专员

2 months ago

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Important information


Contract type:

Permanent

Location:

Guangzhou, Guangdong Province, China

Work mode:

Onsite

Published on:

2 September 2026

What they need


该职位来源于猎聘 工作职责: 1、根据分支机构所确定的战略目标,主要负责销售队伍产品、技能提升等培训,对合作银行网点提供培训支持,协助推行营销相关培训工作,推动当地培训的有效实施,以协助分支机构完成年度目标。 2、承担银行网点的一对多培训,包括培训前的相关知识预读,培训中的目标客群,销售流程,工具支持,产品解读及异议处理等,必要时在结束前应通关检测学习程度;培训后应对学习效果及产能进行追踪。

3、承担客户业务的一对一辅导,从目标客群的名单筛选开始,关注接触率,面访率及成交率等销售漏斗管理方法进行追踪,以及提升活动效率及效益的技能与方法。

4、承担日常事务性工作如课件的准备、报告文档撰写,培训的组织,培训费用执行使用和报销等。

任职资格: (可接受应届生) 1、熟悉保险相关知识,包括人身保险、健康保险等; 2、掌握保险相关法规,如保险法、医疗保险制度等; 3、掌握银保运营相关流程,如核保、理赔、保全等; 4、掌握相关银保产品及健康规划、教育规划等营销流程; 5、了解资产配置理论及财务规划系统; 6、熟练运用各类office软件包括PPT、word、excel等。

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