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Ping An Insurance Group · 佛山市

# 佛山分行综拓经理

佛山市 

Listed on Ping An Insurance Group’s official careers site. Posted September 4, 2026. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A0033431627B4FCDADEDBA9668472368)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 佛山分行综拓经理

## Job description

岗位职责
- 经营渠道，推动AUM和LUM业务。通过圈子经营、培训宣导、营销活动、面谈沟通等方式，线上线下相结合，推动渠道业务发展，达成业绩指标、通过考核；
- 推动协调银行经营平台和队伍，包括线上经营平台、网点、理财经理、金融顾问、个贷队伍，共同协助业务员服务好客户；
- 做好寿险业务员的银行服务，促进其体验及使用银行的产品及功能，提升其满意度；
- 通过宣导俱乐部业务（含俱乐部品牌、权益、产品、激励方案等）招募有意愿的潜力会员，同时推动会员实现新获客、存量客户提升；
- 遵守各项法律、法规、制度，落实合规及风险管理工作要求，严格控制风险，确保渠道业务健康发展；
- 完成上级交办的其他工作。 任职资格

### 从业经验
- 熟悉寿险渠道者优先；
- 需取得行内理财资格证，从事个贷业务需取得行内个贷资格证；

### 其他要求
- 较强的亲和力、沟通能力、人际交往能力、学习能力及敏锐的观察力，形象健康、谈吐大方；
- 有违法记录或行业不良记录的禁入。

## At a glance
- Posted by the employer: Sep 4, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 46 days
- Location: 佛山市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A0033431627B4FCDADEDBA9668472368)

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### [业务推动岗（综合金融）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/15b9ca7e75735b161fe4/)

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### [个贷支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e139a24e5aba9f27aa67/)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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