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Ping An Insurance Group · 上海市

# 综合金融客户经理

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted July 13, 2023. 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=9C6214131BA04B3E8D22DC6F8B5BB442)

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

## Job description

岗位职责
- 拓展维护新⽼客户，挖掘分析客户需求，为企业客户提供合理化员⼯福利保障⽅案建议，帮助企业健全员⼯福利体系;
- 挖掘客户需求包括企业年⾦、补充医疗、⾼端医疗等，提供相关咨询服务;
- 对企业客户实施拜访、⽅案设计、报价管理与后续服务等⼯作;
- 依托平安集团综合⾦融平台优势，为企业及个⼈客户提供⼀站式综合⾦融和医疗健康服务。 任职资格
- 全⽇制本科及以上学历，⾦融、保险、市场营销等专业优先;特别优秀者可放宽⾄⼤专学历;
- 性格外向，有强烈的成功欲望，有⼀定的抗压能⼒;
- 具备良好的沟通协调能⼒，优秀的产品销售和服务能⼒，团队协作精神。
- 有1年以上⾦融销售⼯作经验优先，优秀应届毕业⽣亦可考虑。

## At a glance
- Posted by the employer: Jul 13, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9C6214131BA04B3E8D22DC6F8B5BB442)

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

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