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Ping An Insurance Group · 深圳市

# 私行银保顾问

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted March 28, 2022. 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=8FC724529141416588A644E18F8900CF)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行银保顾问

## Job description

岗位职责

### 目标推动
- 推动所辖私行中心达成银保中收目标，完成任务考核；

### 培训开展
- 组织面向所辖私行中心全体人员的银保销售技能培训和产品训练；

### 陪访陪谈
- 及时协助所辖私行中心全体人员开展大单陪访；

### 客户盘点
- 协助所辖私行中心全体人员盘点银保销售潜力客户并制定相应销售计划；

### 沙龙组织
- 牵头组织私行中心的银保沙龙及相应银保客户活动；

### 运营对接
- 对接银保业务完成相关服务工作；

### 合规日常
- 完成总行、分行每周、月、季的重点工作安排，严格遵守监管合规要求和公司内部的相关规定。 任职资格 1、本科及以上学历，金融类相关专业优先； 2、2-5年或以上从事金融或银保工作经验（寿险组训、培训岗、业务推动岗、银保渠道专员等相关岗位者优先）； 3、能够独立开展银保销售、组织大型沙龙和产说会、研发典范案例及讲授课程者优先； 4、遵守职业准则，严格保守客户信息，无不良业内记录

## At a glance
- Posted by the employer: Mar 28, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=8FC724529141416588A644E18F8900CF)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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