顾问行销业务管理岗(职位编号:5303)
中美联泰大都会人寿保险有限公司四川分公司
- 公司规模:50-150人
- 公司性质:合资(欧美)
- 公司行业:保险
职位信息
- 发布日期:2014-08-19
- 工作地点:成都
- 招聘人数:1
- 工作经验:八年以上
- 学历要求:本科
- 职位月薪:面议
- 职位类别:保险 销售行政经理/主管
职位描述
业务目标规划方面 Business objective planning
1.根据顾问行销的经营策略,协助顾问行销负责人制定年度业绩目标及费用计划 Support Agency head to make annual business objectives and expense planning according to Agency business strategy.
2.业务计划相关报表制作,并定期追踪分析 Business planning report and regular follow up analysis.
3.负责顾问行销相关费用管控,定期分析以确保符合公司费用管控目标。Responsible for cost management for Agency channel, and regular analysis to ensure meeting company expense management objective.
4.协助顾问行销负责人提交月度业绩相关报告 Support Agency head to submit monthly business report.
业务推动方面 Business promotion
1.根据顾问行销的经营策略,组织制定年度业务推动计划 Make business promotion plan according to Agency business strategy.
2.策划、制定并组织推动业务相关的荣誉体系、激励活动 Plan, develop and organize business related honor systems and incentive activities to do sales promotion.
3.负责公司受理业务数据报表及阶段竞赛报表的建立、管理;
4.组织推动新产品上市及后续跟踪 Organize and promote new products and follow up.
5.协助顾问行销负责人策划组织业务活动,如开拓新型销售渠道或客户活动 Support Agency head to organize business activities, ie, new sales channel development and customer activities.
行政辅助方面 Admin management
1.根据公司《基本法》及相关政策,落实业务人事及业务(保单)行政相关工作,并确保工作质量和部门服务标准。Implement business personnel and administrative work according to company basic law and related policies, to ensure work quality and department services standards.
2.与总公司相关部门沟通销售团队相关业务及行政需求 Communicate with home office related functions of sales business and admin requests.
3.负责实施非在职保单的分配行政工作,监管服务品质 Responsible for implementing the distribution policy of non-service administration, and monitoring service quality.
4.负责销售团队职场管理、销售辅助工具库存管理 Responsible for sales team workplace management and sales tools inventory management.
5当地同业公会关系维护 Maintenance the relationship of local trade association.
合规管理方面 Compliance management
1.定期汇总与上报营销合规报表;Make sales compliance summary report on a regular basis.
2.进行合规案件查处,完成分公司品质管理委员会职责;Investigate of the cases of compliance and fulfill the responsibility of branch quality management committee.
3.定期进行合规培训。Organize compliance training on a regular basis.
1.本科(含)以上学历 Bachelor degree and above ;
2.八年以上工作经验,其中五年以上个人寿险业务管理、培训和企划经验。More than 8-years working experiences.(More than 5-years experiences in individual insurance business management, training and corporate planning.)
3.工作主动、热情、有创造性,能承担较大工作压力 Initiative, enthusiasm, creative and capable to work under pressure;
4.良好的客户服务意识 Customer services oriented。
5.熟练运用Office等办公软件 Proficient in Microsoft Office ;
1.根据顾问行销的经营策略,协助顾问行销负责人制定年度业绩目标及费用计划 Support Agency head to make annual business objectives and expense planning according to Agency business strategy.
2.业务计划相关报表制作,并定期追踪分析 Business planning report and regular follow up analysis.
3.负责顾问行销相关费用管控,定期分析以确保符合公司费用管控目标。Responsible for cost management for Agency channel, and regular analysis to ensure meeting company expense management objective.
4.协助顾问行销负责人提交月度业绩相关报告 Support Agency head to submit monthly business report.
业务推动方面 Business promotion
1.根据顾问行销的经营策略,组织制定年度业务推动计划 Make business promotion plan according to Agency business strategy.
2.策划、制定并组织推动业务相关的荣誉体系、激励活动 Plan, develop and organize business related honor systems and incentive activities to do sales promotion.
3.负责公司受理业务数据报表及阶段竞赛报表的建立、管理;
4.组织推动新产品上市及后续跟踪 Organize and promote new products and follow up.
5.协助顾问行销负责人策划组织业务活动,如开拓新型销售渠道或客户活动 Support Agency head to organize business activities, ie, new sales channel development and customer activities.
行政辅助方面 Admin management
1.根据公司《基本法》及相关政策,落实业务人事及业务(保单)行政相关工作,并确保工作质量和部门服务标准。Implement business personnel and administrative work according to company basic law and related policies, to ensure work quality and department services standards.
2.与总公司相关部门沟通销售团队相关业务及行政需求 Communicate with home office related functions of sales business and admin requests.
3.负责实施非在职保单的分配行政工作,监管服务品质 Responsible for implementing the distribution policy of non-service administration, and monitoring service quality.
4.负责销售团队职场管理、销售辅助工具库存管理 Responsible for sales team workplace management and sales tools inventory management.
5当地同业公会关系维护 Maintenance the relationship of local trade association.
合规管理方面 Compliance management
1.定期汇总与上报营销合规报表;Make sales compliance summary report on a regular basis.
2.进行合规案件查处,完成分公司品质管理委员会职责;Investigate of the cases of compliance and fulfill the responsibility of branch quality management committee.
3.定期进行合规培训。Organize compliance training on a regular basis.
1.本科(含)以上学历 Bachelor degree and above ;
2.八年以上工作经验,其中五年以上个人寿险业务管理、培训和企划经验。More than 8-years working experiences.(More than 5-years experiences in individual insurance business management, training and corporate planning.)
3.工作主动、热情、有创造性,能承担较大工作压力 Initiative, enthusiasm, creative and capable to work under pressure;
4.良好的客户服务意识 Customer services oriented。
5.熟练运用Office等办公软件 Proficient in Microsoft Office ;
公司介绍
中美联泰大都会人寿保险有限公司(以下简称“大都会人寿”)是由美国大都会集团下属公司和上海联和投资有限公司合资组建而成。凭借美国大都会集团在保险业的丰富经验以及上海联和投资有限公司对中国市场的深刻认识,大都会人寿致力于为中国消费者提供值得信赖和专业的保险方案。大都会人寿通过顾问行销、银行保险、直效行销及数字营销等多元渠道,为全国各地近三十个城市的消费者提供人寿、健康、意外伤害及年金保险产品等保险服务。如需了解更多大都会人寿的信息,请登录公司官方网站 www.metlife.com.cn。
中方股东
上海联和投资有限公司作为上海市国资委下属的国有独资投资公司,始终围绕“战略新兴产业投融资平台”、“科创成果转化孵化功能平台”两大定位,重点聚焦信息技术、能源和智能制造、生命健康、现代服务等领域,在推动战略性新兴产业发展,加快前沿科技成果转化等方面充分发挥了引领作用,成为国资国企参与上海科创中心建设的重要平台。
美方股东
美国大都会集团(NYSE: MET)是全球化的金融服务公司,旗下拥有众多分公司和联营公司,提供保险、年金、员工福利和资产管理,以帮助个人和机构客户应对瞬息万变的世界。美国大都会集团成立于 1868 年,目前在全球超过 40 个市场开展业务,在美国、日本、拉丁美洲、亚洲、欧洲及中东占据着市场重要地位。如需了解更多信息,请访问 www.metlife.com。
Sino-US United MetLife Insurance Company Limited (MetLife) was incorporated as a joint venture company by a subsidiary of MetLife, Inc. and Shanghai Alliance Investment Ltd. (SAIL). Relying on the MetLife companies' abundant experience in the insurance industry and SAIL's profound expertise in the Chinese market, MetLife is committed to providing credible and professional insurance solutions for consumers in China. In nearly thirty Chinese cities, MetLife offers life,health,accidental and annuities insurance products to individuals through its multidimensional channels, including career agency, bank partners, and direct & digital marketing. For more information about MetLife China, please visit the official website at www.metlife.com.cn.
About SAIL
Shanghai Alliance Investment Ltd. (SAIL) is a state-owned investment company affiliated to Shanghai National Capital Bureau, devoted to become the platform of “investing and financing strategic emerging industries”, and “transforming and incubating scientific and technological achievements”. Focusing on fields of information technology, energy resources, intelligent manufacturing, life health, modern services, etc., SAIL plays a leading role in promoting the development of strategic emerging industries and accelerating the transformation of cutting-edge science and technology achievements, and has become an important platform for state-owned capital and enterprises to participate in the construction of Shanghai Science and Technology Innovation Center.
About MetLife
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.
中方股东
上海联和投资有限公司作为上海市国资委下属的国有独资投资公司,始终围绕“战略新兴产业投融资平台”、“科创成果转化孵化功能平台”两大定位,重点聚焦信息技术、能源和智能制造、生命健康、现代服务等领域,在推动战略性新兴产业发展,加快前沿科技成果转化等方面充分发挥了引领作用,成为国资国企参与上海科创中心建设的重要平台。
美方股东
美国大都会集团(NYSE: MET)是全球化的金融服务公司,旗下拥有众多分公司和联营公司,提供保险、年金、员工福利和资产管理,以帮助个人和机构客户应对瞬息万变的世界。美国大都会集团成立于 1868 年,目前在全球超过 40 个市场开展业务,在美国、日本、拉丁美洲、亚洲、欧洲及中东占据着市场重要地位。如需了解更多信息,请访问 www.metlife.com。
Sino-US United MetLife Insurance Company Limited (MetLife) was incorporated as a joint venture company by a subsidiary of MetLife, Inc. and Shanghai Alliance Investment Ltd. (SAIL). Relying on the MetLife companies' abundant experience in the insurance industry and SAIL's profound expertise in the Chinese market, MetLife is committed to providing credible and professional insurance solutions for consumers in China. In nearly thirty Chinese cities, MetLife offers life,health,accidental and annuities insurance products to individuals through its multidimensional channels, including career agency, bank partners, and direct & digital marketing. For more information about MetLife China, please visit the official website at www.metlife.com.cn.
About SAIL
Shanghai Alliance Investment Ltd. (SAIL) is a state-owned investment company affiliated to Shanghai National Capital Bureau, devoted to become the platform of “investing and financing strategic emerging industries”, and “transforming and incubating scientific and technological achievements”. Focusing on fields of information technology, energy resources, intelligent manufacturing, life health, modern services, etc., SAIL plays a leading role in promoting the development of strategic emerging industries and accelerating the transformation of cutting-edge science and technology achievements, and has become an important platform for state-owned capital and enterprises to participate in the construction of Shanghai Science and Technology Innovation Center.
About MetLife
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.
联系方式
- 公司地址:地址:span红星路3段1号国际金融中心2号办公楼9楼
- 电话:13799950563