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Ping An Insurance Group · 北京市

# 线上服务团队长

北京市 

Listed on Ping An Insurance Group’s official careers site. Posted March 17, 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=EDD6878A3D4A469D9179D789B7378554)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 线上服务团队长

## Job description

岗位职责
- 负责团队业务发展规划；根据总行指引及分行制定的工作规划，结合团队特点，分解团队工作目标和制定具体执行方案，并推动实施，完成所辖团队的各项服务、品质和管理指标;
- 负责团队人力发展规划；推动所辖团队建设、人才培养和内外部协调沟通；组织所辖团队的产品、技能、政策培训；实现团队的有效增员和优胜劣汰;
- 根据总分行品质管理标准对所辖线上服务经理的服务过程进行品质监控及辅导改进，确保业务品质及合规服务，协调处理客户投诉等;
- 积极研究和贯彻总分行的业务模式、策略，执行总分行的各项政策、制度、制定团队具体的落地方案；
- 积极执行银行政策，完成上级领导交办的其他工作。 任职资格

### 学历
- 本科及以上学历；

### 经验
- 3 年以上财富管理/客户服务经验或团队管理经验；

### 专业能力
- 具备销售和队伍管理经验，有客户经营、策略经营、项目管理、队伍推动经验者优先，持有AFP、CFP等专业证照者优先；

### 素质要求
- 优秀的团队管理能力，积极进取，责任心强，抗压力强，思维敏捷，目标导向，沟通协调能力强，良好的语言表达能力，纪律及合规意识强；

### 合规要求
- 较强的风险识别和解决问题能力。

## At a glance
- Posted by the employer: Mar 17, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 217 days
- Location: 北京市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=EDD6878A3D4A469D9179D789B7378554)

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

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