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Ping An Insurance Group · 西安市

# 年金产品经理

西安市 

Listed on Ping An Insurance Group’s official careers site. Posted March 11, 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=E60019FA45EB450E8E25014AF9E26D26)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 年金产品经理

## Job description

岗位职责

### 年金市场开拓
- 省内市场目标客户梳理，制定目标客户营销方案，协同销售团队开展省内客户的营销工作；

### 年金方案设计
- 根据企业年金相关政策、法规，结合客户需求，指导客户制定企业年金方案。配合企业完成方案的备案工作；

### 年金合同签署
- 与意向客户进行合同谈判，签订企业年金管理合同；

### 年金计划管理
- 承接受托资产管理、投资监督等计划管理工作，定期完成计划管理工作汇报，提升客户服务满意度；

### 年金销售支持
- 赋能销售团队，开展年金政策、产品培训，重点客户陪同展业，提升客户营销成功率。 任职资格
- 了解企业年金相关政策、法规，并能够熟练、灵活运用；
- 熟悉陕西市场，了解省内企业年金主要客户情况，有一定客户资源者优先；
- 熟练掌握公司产品及运作流程，有大客户售前支持、招投标及计划管理经验者优先；
- 具备良好的内外部沟通协调能力，能整合资源推动项目落地；
- 客户服务意识强，逻辑清晰，能独立解决复杂问题。

## At a glance
- Posted by the employer: Mar 11, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 223 days
- Location: 西安市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=E60019FA45EB450E8E25014AF9E26D26)

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

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