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Ping An Insurance Group · 厦门市

# 银保顾问

厦门市 

Listed on Ping An Insurance Group’s official careers site. Posted November 19, 2025. 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=F330C476CA7E4E25AD952CD46181E4D7)

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

## Job description

岗位职责 对支行所有具备银保销售资质的人员，进行活动量辅导、销售技能培训、营销活动举办和大客户陪访等工作，全力协助支行长达成银保目标。

### 目标推动
- 推动支行达成银保中收目标，完成任务考核；

### 培训训练
- 组织支行理财经理银保销售技能培训和产品训练；

### 陪访陪谈
- 协助支行理财经理大单陪访；

### 客户盘点
- 协助支行理财经理盘点客户并制定产品计划书；

### 沙龙组织
- 牵头组织银保沙龙并参与主讲工作；

### 运营对接
- 对接银保业务完成相关服务工作；

### 合规日常
- 完成总行、分行每周、月、季的重点工作安排，严格遵守监管合规要求和公司内部的相关规定。 任职资格 1、本科及以上学历，金融类相关专业优先； 2、2-5年或以上从事金融或银保工作经验； 3、能够独立开展银保销售、组织沙龙和产说会； 4、遵守职业准则，严格保守客户信息秘密，无不良纪录。

## At a glance
- Posted by the employer: Nov 19, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 335 days
- Location: 厦门市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F330C476CA7E4E25AD952CD46181E4D7)

## More jobs at Ping An Insurance Group

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/77d5d90ae7802cbed264/)

厦门市

### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0794dcd5f2042d4b63bb/)

厦门市

### [业务管理室经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/956770a1e31fdd05ec4e/)

厦门市

### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/bd2a6bdbcb3278b83c5a/)

厦门市

### [个贷业务团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0c1396f7b6f0aa752fec/)

厦门市

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

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