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Ping An Insurance Group · 上海市

渠道专员

上海市

Listed on Ping An Insurance Group’s official careers site. Posted January 5, 2026. Check that it is still open and apply there.

Apply on Ping An Insurance Group’s careers site →

Job description

岗位职责

  • 负责进行渠道开拓和维护,对接坐席进行进件客户的协助转化及问题答疑;
  • 针对合作方协助进行产品宣导培训,展业技能类培训,协助合作方规划和优化渠道操作流程,协助进行日常沟通、反馈等;
  • 核对渠道相关费用,并对可能产生的问题进行沟通反馈;
  • 完成经理安排的其他工作 任职资格

教育程度

  • 本科

相关经验

  • 2年及以上贷款产品相关销售经验或产险直通从业经验

专业能力

  • 具有良好的沟通能力及销售能力,能够准确识别客户转化难点,降低客户利率预期。

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