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Ping An Insurance Group · 南通市

# 银保理财规划师（IFP）

南通市 

Listed on Ping An Insurance Group’s official careers site. Posted September 19, 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=21CB0A01FC4E43FA80B726A22C8C910E)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 银保理财规划师（IFP）

## Job description

岗位职责
- 推动所支行达成银保中收目标；
- 组织面向支行所辖全体RM，厅堂服务人员的银保销售技能培训和产品训练；
- 协助所辖支行人员开展客户盘点，落实分行活动量管理要求；
- 协助所辖支行销售人员开展大量配谈；
- 组织牵头银保沙龙活动与主讲工作；
- 完成总分行交办的合规管理工作。 任职资格
- 本科以上学历，
- 有3年以上保险销售经验或保险渠道工作经验，有银行保险工作经验者优先考虑，
- 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；
- 有较高的职业操守，能严格的保护客户信息

## At a glance
- Posted by the employer: Sep 19, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 南通市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=21CB0A01FC4E43FA80B726A22C8C910E)

## More jobs at Ping An Insurance Group

### [业务总监](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f541fe21c774aea0dbdd/)

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### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b62be4f195e3be9be0b8/)

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### [个贷营销部门总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/11ec4b43e00d6e9ed413/)

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### [产品管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4904bd12a7cd24200999/)

南通市

### [产品经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/59c34f4df980f501cbec/)

南通市

## Similar jobs at other companies

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

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