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Ping An Insurance Group · 宁波市

# 团队长

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted February 27, 2026. 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=5B59E5E0BC434E22A34622CE5303B58E)

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

## Job description

岗位职责
- 做好业务团队管理，结合业务团队的特点，分解目标并制定达成目标的具体工作计划；
- 通过有效的日常活动量管理与针对性的辅导训练，提升团队成员技能和产能；
- 督促团队成员与归属客户、潜在客户建立关系，做好日常经营和维护，陪同拜访客户，协助维护大客户，提供高水平的服务；
- 对团队成员的客户经营关系做好日常分配和结构调整，提高效率、确保公平；
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，协调处理客户投诉；
- 公司安排的其他工作。 任职资格
- 本科及以上学历，3~5年以上相关工作经验；
- 具备证券执业资格和基金执业资格；
- 具有优秀的沟通谈判能力，对市场趋势具有优秀的敏感度，有团队管理经验，工作认真细致，认知范围较广，主动竞争，具有敏锐的危机意识；
- 具备良好的产品解读能力及销售能力、较好的股类服务能力；具备券商、商业银行及信托理财经理团队长经验者，自带团队者优先考虑。

## At a glance
- Posted by the employer: Feb 27, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 235 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5B59E5E0BC434E22A34622CE5303B58E)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4059fb3515a2687f5b74/)

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

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