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Ping An Insurance Group · 上海市

# 康养生活规划师

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted March 31, 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=49A744FD190348F4A904095204BACAA4)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 康养生活规划师

## Job description

岗位职责
- 负责跟进潜在客户，通过电话、微信、拜访等方式维护客户关系，通过社区动态、服务升级、优惠活动等信息，保持客户粘性，推动意向转化；
- 负责建立客户长期关系，定期回访已签约未入住客户，了解客户需求情况，收集反馈意见，协调社区各部门解决客户问题，促进客户早日入住社区；
- 负责为客户提供个性化的康养社区产品解决方案，制定合理的入住规划及房型选择；
- 负责为意向客户提供全面、专业、准确的康养社区产品及优势介绍，解答客户疑问；
- 负责拓展并维护合作渠道，实现客源稳定输送；
- 负责协调社区内外部资源为意向客户提供优质服务，促进入住率提高；
- 负责挖掘老客户转介绍及试住客户的长期入住意愿，提升社区入住率；
- 负责协助客户完成入住协议签署及入住手续办理，确保客户顺利入住；
- 负责完成每日客户信息的录入及复盘，分析客户需求，制定后续邀约及入住方案；

### 负责上级领导交办的其他工作； 任职资格 任职资格
- 年龄30-50岁，条件特别优越者可适当放宽，性别不限，形象气质佳；
- 专科及以上学历，会沪语/粤语或英语口语流利者优先，市场营销、工商管理相关专业优先，特别优秀者学历可适当放宽；
- 至少5年以上销售经验，有高端康养销售、豪车销售、高端奢侈品销售、豪宅销售经验者优先；
- 至少有花艺、音乐、运动、营养膳食、茶艺、社工、心理学等一项技能，有多项技能或特长者优先；
- 有较强的抗压能力与持续学习能力；

## At a glance
- Posted by the employer: Mar 31, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 203 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=49A744FD190348F4A904095204BACAA4)

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

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