About the role
该职位来源于猎聘 岗位职责： 1、承担银行网点的一对多培训，包括培训前的相关知识预读，培训中的目标客群，销售流程，工具支持，产品解读及异议处理等，必要时在结束前应通关检测学习程度；培训后应对学习效果及产能进行追踪； 2、承担客户业务的一对一辅导，从目标客群的名单筛选开始，关注接触率，面访率及成交率等销售漏斗管理方法进行追踪，以及提升活动效率及效益的技能与方法； 3、承担日常双金客户一对一陪谈，预先收集关键客户的背景资料进行换位思考的预判断，与客户经理事先协调互动原则，对客户进行了解并满足目标客群需求的过程，提供个人及家庭全面完整的保障计划及解决方案； 4、承担日常事务性工作如课件的准备、报告文档撰写等。 任职资格： 1、国内外大学经济、金融、保险等相关专业本科及以上学历，或在职硕士及以上学历； 2、熟悉保险相关知识和法规，熟悉银保运营相关流程，熟悉相关银保产品及健康规划、教育规划、养老规划等营销流程； 3、掌握资产配置理论及财务规划系统，了解其他金融领域相关知识，如基金、证券、私募等。
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