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Ping An Insurance Group · 上海市

# 银保理财规划师（IFP）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 13, 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=44D28C9F32084E16BC3E4054BA849680)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 银保理财规划师（IFP）

## Job description

岗位职责
- 推动所辖支行达成银保中收目标
- 组织面向支行所辖全体RM,厅堂服务人员的银保销售技能培训和产品训练
- 协助所辖支行人员开展客户盘点，落实分行活动量管理要求
- 协助所辖支行销售人员开展大单陪谈
- 组织牵头银保沙龙活动与主讲工作
- 完成总分行交办的合规管理工作 任职资格 1.本科及以上学历 2.3年以上银行保险销售经验或银保渠道工作经验。 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。 4.有较高的职业操守，能严格的保护客户信息。

## At a glance
- Posted by the employer: Oct 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=44D28C9F32084E16BC3E4054BA849680)

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

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