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Ping An Insurance Group · 思茅

# 客户经理

思茅 

Listed on Ping An Insurance Group’s official careers site. Posted June 8, 2021. 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=497A5C06B6EA49889FB14D4B3B8F09E6)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户经理

## Job description

### 岗位职责 综合现场销售的工作包括对新老客户的面对面销售和远程销售，包括
- 对终端消费者/业务购买方的直接销售或通过各种销售渠道的间接销售
- 评估客户需求，为客户建议合适的产品、服务和/或解决方案
- 制定并交付销售投标、提案和报告演讲，并进行产品展示
- 识别并接触潜在客户，建立关系以产生销售和重复性业务。匹配到该专业领域的员工会基于销售目标的达成程度获得薪酬。 任职资格
- 管理学门类-工商管理类-会计学、经济学门类-金融学类-金融学、工学门类-计算机类-计算机科学与技术、管理学门类-工商管理类-市场营销、管理学门类-公共管理类-公共关系学相关专业，本科以上学历，在金融-保险、金融-银行、金融-基金/证券/投资、金融行业，有1-3年客户经理工作经验，有在世界500强、平安系、产险Top5、国内泛资管Top50任职经历优先。
- 参加过咨询项目-战略咨询、咨询项目-管理咨询、IT项目-实施项目、IT项目-运维项目、投资项目-生产性项目、投资项目-非生产项目类项目，担任项目管理、现场销售、财务控制与报告、投资银行交易，
- 熟悉营销与销售技能-销售管理-客户关系管理、营销与销售技能-销售管理-客户发展、共同资源类技能-人力资源-人力培训、营销与销售技能-销售管理-客户服务、金融专业知识-保险类技能-保险理赔，

## At a glance
- Posted by the employer: Jun 8, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 思茅[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=497A5C06B6EA49889FB14D4B3B8F09E6)

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