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Ping An Insurance Group · 上海市

# 咨询顾问

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted May 13, 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=368E594014C14B059B8B6EC40C186414)

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## Job description

岗位职责
- 负责开发拓展客户资源，为客户提供一站式、顾问式、定制化的融资服务；
- 负责签约客户的后续支持服务，通过专业技能和服务，维护客户基础；
- 掌握产品及相关知识，掌握销售技巧和演讲技巧，维护公司品牌形象；
- 根据一线工作了解到的客户反馈，向公司提出产品及流程优化建议；
- 协同团队完成公司制定的目标。 任职资格
- 本科优先应聘优才；
- 有金融从业经历、营销工作经验及有客户资源者优先考虑；
- 较强的市场开拓能力、丰富的客户资源、良好的沟通能力；
- 具有丰富的信贷知识、营销知识。

## At a glance
- Posted by the employer: May 13, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=368E594014C14B059B8B6EC40C186414)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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