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Ping An Insurance Group · 徐州市

# 银保顾问

徐州市 

Listed on Ping An Insurance Group’s official careers site. Posted November 5, 2025. 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=57D9C16D72D4479DA89AFEDBA2F72494)

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

## Job description

岗位职责

### 目标推动
- 推动所辖支行达成银保中收目标，完成任务考核；

### 培训开展
- 组织面向所辖支行全体人员的银保销售技能培训和产品训练；

### 陪访陪谈
- 及时协助所辖支行全体人员开展大单陪访；

### 客户盘点
- 协助所辖支行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
- 牵头组织支行层面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，年龄37岁以下； 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，严格保守客户信息秘密，无不良纪录。

## At a glance
- Posted by the employer: Nov 5, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 349 days
- Location: 徐州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=57D9C16D72D4479DA89AFEDBA2F72494)

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### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d96dff9c934203480316/)

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

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