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Ping An Insurance Group · 上海市

# 银行保险渠道经理（代理制）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted September 3, 2021. 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=95BA9A9DB16B449E9A546128FD910495)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 银行保险渠道经理（代理制）

## Job description

岗位职责 1．对所辖网点进行有效经营，提高网点业务产能； 2．收集网点及同业信息，健全网点经营档案，定期检视网点经营效果，并制定和落实改善措施； 3．组织网点培训及市场营销活动，辅导渠道人员提升业务技能，运用多种营销模式提升产能； 4．做好网点及客户相关售后、相关配套服务工作； 5．定期向业务总监汇报个人业绩达成进展、网点日常经营工作； 6．遵守与公司代理合同各项约定，参加公司组织的各项会议和培训，认真填写活动管理工具。

### 任职资格 任职要求



### 学历
- 本科及以上学历，可通过学信网验证（资质优异者可适当放宽）； 

### 年龄
- 25-40周岁（资质优异者可适当放宽）； 

### 经验
- 有3年及以上保险及相关金融行业岗位工作经验者优先，具备信托、证券、保险营销、高净值客户营销工作经历尤佳； 

### 专业能力
- 熟悉保险及相关金融产品、保险相关理论和保障类工具，擅长保障及传承类规划，具有较强的服务营销能力和商业敏感性； 

### 素质要求
- 认同公司文化，积极进取，结果导向，具备优秀的团队合作和沟通协调能力；无不良从业记录，责任心强、合规意识强。

## At a glance
- Posted by the employer: Sep 3, 2021
- 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=95BA9A9DB16B449E9A546128FD910495)

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### [2M-业务运营岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/030ac64e97c6ce9f6d2c/)

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### [2M-交付经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e62050e3472898a4cba9/)

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### [2M经营分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/069528eaf06d746e5e1e/)

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