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Ping An Insurance Group · 宁波市

# 年金客户经理

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted August 6, 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=A98281C531B0493BA0E60ABA7B860014)

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

## Job description

岗位职责

### 客户拓展与开发
- 负责区域内央国企、上市公司、优质企事业单位等目标客户的开发，精准挖掘企业年金及企业健康管理需求，制定针对性策略，完成业务指标。调研市场动态、竞争情况及养老保障需求，建立潜在客户库，推动客户转化。

### 项目推进与落地
- 为企业提供企业年金方案咨询、设计、政策解读及申报协助等一站式服务，推进年金计划立项、备案、签约等工作，确保年金计划顺利落地运营，解决业务推进中的问题。

### 客户关系维护
- 维护存量客户，定期回访，反馈年金运作情况及投资收益，解答日常咨询，提升客户满意度。挖掘客户多元化养老金融需求，拓展增值服务。

### 其他工作
- 完成上级交办的其他任务。 任职资格
- 本科及以上学历，金融、经济、市场营销或相关专业；
- 具备3年以上寿险银保等渠道从业经验或银行客户经理从业经验；
- 有出色的沟通和谈判技巧及强大的市场分析和销售策略规划能力，具备独立培训和维护分支行的能力；
- 有国股行省行或地市行渠道关系者优先。

## At a glance
- Posted by the employer: Aug 6, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 75 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A98281C531B0493BA0E60ABA7B860014)

## More jobs at Ping An Insurance Group

### [IT技术支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d53ac94d2799b13bae04/)

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### [业务管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b13dd46f6973bb4b2c41/)

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### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/14095dfa4b6d508b16a8/)

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### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d94300285409bac95cfa/)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4059fb3515a2687f5b74/)

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

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