Bancasssurance FC

Posted 3 Days Ago
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Hefei, Anhui, CHN
In-Office
Senior level
Insurance • Financial Services
The Role
Drives bancassurance channel performance through business support, customized training, one-on-one coaching, liaison services, and activity management. Supports channel teams in identifying high-net-worth customers’ insurance needs and developing insurance plans. Requires strong insurance and financial knowledge, professional certification, sales-support experience, communication skills, and the ability to deliver effective training.
Summary Generated by Built In

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

负责渠道业务推动与赋能,通过定制化培训及一对一辅导提升营销技能,辅助挖掘高净值客户需求并完成日常活动量管理。

岗位职责
1、负责业务推动、业务辅导、培训、联络和相关服务工作。

2、开展专业营销技能进阶培训,快速响应渠道的个性化需求,提供定制化培训方案和及时的一对一辅导演练。

3、辅助渠道挖掘高净值客户保险需求、配合渠道完成客户保险规划。

4、按公司规定参加培训及会议,完成活动量管理工作。

5、完成上级交办的其他工作。
任职资格条件

1、大学本科及以上学历;

2、通过公司和监管要求的相关培训及资格认证考试;

3、原则上应有5年及以上保险营销和管理相关经验,具备保险产品专家、顾问或培训工作经验者优先;

4、熟悉保险及金融业务知识,需具有CICE保险证书、LOMA证书、AFP证书、CFP证书、RFP证书、FRM证书或官方认证的其他保险专业证书之一;

5、具有协助渠道进行客户资产配置的能力,熟悉保险外一个或多个产品类别的专业知识,具有相关销售支持经验者优先;

6、有较强的培训能力及较强的沟通协调能力。

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Skills Required

  • Bachelor’s degree or above
  • Completion of company- and regulatory-required training and qualification examinations
  • Generally, at least five years of insurance marketing and management experience
  • At least one recognized professional certification, such as CICE, LOMA, AFP, CFP, RFP, FRM, or another officially recognized insurance certification
  • Knowledge of insurance and financial services business
  • Ability to assist channel teams with customer asset allocation and insurance planning
  • Knowledge of one or more non-insurance product categories
  • Strong training, communication, and coordination skills
  • Experience as an insurance product specialist, consultant, or trainer
  • Related sales-support experience
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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