财务安全规划师 Insurance Specialist
公司行业:
公司类型:
公司规模:

职位类别:金融/银行/保险/证券/投资
工作地点:上海 发布日期:2008-07-24
工作经验:1-3年 最低学历: 大专
管理经验: 工作性质:全职
招聘人数:若干

职位描述/要求:

JOB DUTIES:
To Identify the basic needs of customers and sell protection insurance products
To maintain and manage good relationship with customers and ensure customers have a consistent, superior Citibanking experience through delivering highest level of service
To be able to package products into wealth management plan
Provide good after-sales service to customers
To strictly abide by the requirements of compliance & internal control on sales activities
REQUIREMENTS:
High Integrity
Age: 26-35 years old
Junior College or above, good understanding of financial and insurance analysis (polytechnic grad preferred)
Work experience: with minimum 1 years' sales experience in bancassurance or group channels in life insurance or related sales in other lines
Knowledge of insurance laws, products and services
Knowledge on financial market and economic trend
Goal oriented and able to work under pressure
Good service attitude, strong sales-driven and persuasive

工作职责:
- 积极发掘客户保险需求和销售保障类保险产品
- 维护和发展良好的客户关系, 通过不同的销售活动,达到每月的销售目标。
- 积极为客户提供综合理财和保险服务。
- 为客户提供良好的售后服务
- 严格遵守各项销售管理和内控规定

要求:
- 高度诚信、正直
- 年龄:26-35岁
- 大专以上学历(含),具有1年以上寿险公司银行保险或团险销售或其他金融领域销售的工作经验尤佳。
- 熟悉国内保险法规、产品和服务
- 了解金融知识和经济运作
- 能承受较大工作压力,具有开拓精神及毅力
- 具有服务热诚,强烈企图心,勇于挑战高业绩

联系方式:

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