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Ping An Insurance Group · 北京市

# 丰台支行综拓经理

北京市 

Listed on Ping An Insurance Group’s official careers site. Posted April 9, 2024. 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=0A90FE315FC6421D8F01B5C3F35D6146)

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

## Job description

岗位职责
- 熟练掌握线上金融工具，运用互联网营销推广思维，经营寿险渠道重点客户群体，推动银行资产、负责业务。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，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，共同协助寿险重客服务好客户；
- 做好寿险渠道重点客户群体的银行服务，促进其体验及使用银行的产品及功能，提升其满意度；
- 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，确保寿险客群MGM业务健康发展；
- 配合其它部门实现寿险渠道的交叉销售。 任职资格

### 学历要求
- 本科及以上学历；

### 从业经历
- 有新媒体运营、互联网营销推广等相关推广、引流类岗位经验者优先；

### 资质要求
- 业务外拓能力强，持有基金从业、AFP、CFP等理财专业证照者优先考虑；

### 其它要求
- 较强的亲和力、沟通能力、人际交往能力，具有一定的内驱力、成长欲望、主动学习能力，具有抗压能力和较强的目标感与责任感，形象良好。

## At a glance
- Posted by the employer: Apr 9, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 北京市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=0A90FE315FC6421D8F01B5C3F35D6146)

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

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