JS Branch Bancassurance Training

Job description

1) 业务追踪：对高净值准客户进行梳理，及时根据每件保单的进展，协助分公司及合作伙伴提供必要的解决方案；
2) 业务提升：支持提升大额保单在所辖区域内的占比，完成区域年度大额保单的相关业务目标；
3) 市场分析：了解同业对于高净值客户市场的动态，包括但不限于专属产品、客户服务、业务规则和市场活动等，并定期形成报告；
4) 业务培训：针对市场最新热点，结合业务发展需要、客户需求、高净值客户关注话题，进行课程的设计和教授，对销售团队和合作伙伴提供针对性的培训，以及辅导讲师授课能力的提升；
5) 外部专家协调：根据高净值客户的实际需要，统筹安排外部专家的必要性
6) 风险控制：针对高净值客户的销售辅助材料合规性进行有效控制，确保符合监管及公司各项规章制度及合规的要求；
7) 关系管理：与合作银行关键员工建立友好关系，协助负责人为销售团队和合作银行设计年度培训计划；
8) 交流分享：深入一线销售人员交流，了解业务情况和需求，及时落实总/分公司制定的销售话术并开发培训课程，积极促进和推动各渠道之间的知识咨询共享；

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.
We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.
Join us. Let's care for tomorrow.