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团险客户经理(销售端)(J11690)

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团险客户经理(销售端)(J11690)

中信保诚人寿保险有限公司

团险客户经理(销售端)(J11690)

2 years ago

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Important information


Contract type:

Permanent

Location:

Shanghai, China

Work mode:

Onsite

Published on:

8 August 2026

What they need


该职位来源于猎聘 工作职责: 1.通过直销、中信银行、中信建投、中信证券等协同单位,为法人客户提供保险咨询、设计保险方案、销售保单等;开拓目标客户,完成公司下达的业务计划; 2.进行客户拜访,有效开展企业员福业务营销活动,进行企业团体业务谈判、现场介绍、讲标等,汇总客户疑问并制作解决方案; 3. 维护良好客户关系,做好客户服务工作,协助客户做好方案设计、材料准备、流程对接等事宜; 4.保守客户信息,严守公司商业秘密; 5.完成公司交办的各项工作; 6.该岗位属于销售岗位,与公司签订劳动合同。 任职要求: 1.本科及以上,条件特别优秀可适当放宽; 2. 具有2年以上团险对公服务经验,条件特别优秀可适当放宽; 3. 银保代理制客户经理、传统团险客户经理、职域客户经理、银行对公客户经理、证券对公客户经理工作经验优先考虑; 4、党员优先; 福利待遇: 1、月度业务提奖、员福保单奖金、月度岗位工资、个人业务达成奖、晋升奖励、长期服务奖,缴纳五险一金;考核周期为半年; 2、公司提供体系化的新人培训、部门轮岗培训以及带教学习安排,包含但不限于产品培训、销售流程、核保、契约保全等,同时提供金融大势、法律税务等各种高端培训; 3、享受公司激励政策、享受公司晋升通道,梦想多大,舞台就有多大;团队氛围好,节日福利多,团队活动丰富。

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