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Ping An Insurance Group · 佛山市

# 佛山分行综拓团队负责人

佛山市 

Listed on Ping An Insurance Group’s official careers site. Posted February 10, 2022. 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=BA647A3E43BC4D03ABCCD4FAF861E5E2)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 佛山分行综拓团队负责人

## Job description

岗位职责 （一）按照综拓的发展战略与规划，制定实施本团队划。发现和引进优秀的销售人才， 确保综拓经理充足性稳定性，满足团队建设的需要 （二）全面负责所在团队的业务推动及管理

### 寿险客群建设
- 指导综拓经理维护好寿险客群，完成团队每月获客、经营与创利业务指标

### 绩效考核管理
- 执行考核管理办法，指导团队制定年度、月度销售目标和计划，带领综拓经理团队完成各项考核指标

### 日常管理
- 负责组织每日晨会和其他会议，开展现场管理，督导综拓经理团队成员完成每日活动量，统计、分析和点评团队销售情况

### 培训
- 建立并推动训练辅导系统的运作，通过陪同展业、衔接培训、帮带等方式，辅导综拓经理提高业务技能和销售业绩，配合总、分行做好销售培训

### 业务拓展
- 参与、组织和执行各项推动竞赛营销活动；结合本团队的实际情况，策划、组织、实施业务开拓活动

### 投诉处理
- 负责处理所开拓客户各类综拓业务的投诉 （三）贯彻执行各项制度规章，监督业务品质和服务质量 任职资格
- 本科及以上学历
- 具备3年及以上银行零售业务从业经验（含行外工作经验）
- 有基金、AFP、CFP等专业资格者优先考虑
- 具有较强的团队建设、市场拓展及营销管理能力，银行和市场营销专业知识，熟悉寿险客户运营、银行各种金融产品及相关业务
- 具有丰富的实际市场开拓经验，具备较强的市场开拓能力、团队管理及组织能力
- 职业操守良好，风险意识强，无违法违纪行为或行业不良记录

## At a glance
- Posted by the employer: Feb 10, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 佛山市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=BA647A3E43BC4D03ABCCD4FAF861E5E2)

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

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