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Ping An Insurance Group · 深圳市

# 银保活动专家

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted September 15, 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=36E00E4BD0EB4EC0853492F7208CCF86)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 银保活动专家

## Job description

岗位职责

### 活动策划与执行
- 围绕机构业务节奏及渠道需求，独立策划并组织各类客户经营活动，负责全流程落地，确保活动效果与转化率。

### 人员训练与督导
- 配合业务团队，开展活动相关的实战演练与技能培训，并对活动后的跟进动作进行督导，确保闭环管理。

### 数据追踪与优化
- 分析活动投入产出，定期复盘并优化活动方案，提升资源配置效率。

### 高净值客户服务
- 根据队伍或行方需要，协助分析目标客户需求、制定适配方案，并参与陪访陪谈，协助保单促成，提升活动转化深度。 任职资格
- 本科及以上学历，金融、市场营销、管理类相关专业优先；
- 熟悉银保业务场景，具备3-5年及以上保险、银行或相关行业活动策划、客户经营经验者优先；
- 具备较强的组织协调、现场控场及沟通表达能力，能统筹主导活动全流程；
- 具有财富管理、信托等相关专业证书，能够独立研发活动典范案例，并承担活动相关课程的开发与讲授；
- 纪律及合规意识强，无重大违法违规行为或行业不良记录。

## At a glance
- Posted by the employer: Sep 15, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 35 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=36E00E4BD0EB4EC0853492F7208CCF86)

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

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