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业务顾问(J12055)

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Onsite

业务顾问(J12055)

中信保诚人寿保险有限公司

业务顾问(J12055)

2 months ago

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Important information


Contract type:

Permanent

Location:

Shenzhen, Guangdong Province, China

Work mode:

Onsite

Published on:

23 August 2026

What they need


该职位来源于猎聘 职责描述: 1.达成各项业务目标和品质指标。 2.作为渠道网点的主要负责人,通过与银行人员沟通、日常工作维护等,充分了解影响业务开展的内外部环境因素,获得业务开展的相关支持,监控业务发展动态及关键指标优化。 3.利用银行早夕会时间或一对一方式对银行人员开展培训辅导,包括产品、营销技巧、金融知识、税收规划,合规及消保培训等。 4.协助银行销售人员进行客群分析及产品分析与组合,负责所辖渠道网点的产品结构及业务品质。 5.按公司要求开展保险产品销售与客户服务工作,为互联网保险业务开展营销宣传、产品咨询,达成业务品质要求。 6.与专业赋能队伍保持密切沟通互动,共同做好客户服务工作。 7.客户服务活动及会议组织策划与实施。

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