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更新于 7月12日

風險管理規劃師

1.2-2萬
  • 廣州天河區
  • 經驗不限
  • 本科
  • 全職
  • 招5人

職位描述

金融
Job Description: Risk Management Advisor(風險管理規劃師): Established in 1890, Allianz has been an international insurance giant for over 130 years. Since its entrance to Chinese market in 1999, Allianz maintained a steady yet prosperous growth for more than 20 years. As we expand rapidly in the Guangdong Province, the Guangzhou SSC is looking for professional Insurance Agent to join our team. If you’re a talented and financially savvy professional with a passion for the insurance industry, then we’re interested in you. Your chief goal as our Insurance Agent will be to generate new business by contacting potential customers and building lasting relationships with our clients. 成立于1890年,安聯是全球領先的保險和資產管理巨頭。自從1999年加入中國市場,安聯一直保持穩定的發展勢頭。基于高速發展的需要,安聯廣州分公司現在正在尋找優秀人才加入我們。如果你對(金融行業富有熱情,并且對風險管理以及家庭資產管理很有一套),我們對你很感興趣!勝任此崗位的主要任務包括但不限于拓展保險業務和維持與客戶長期互利的友好關系。 Your work will include maintaining records, familiarizing insurance policies and assisting with policy proceeds. In addition to having excellent communication skills, our ideal candidate will also demonstrate outstanding interpersonal and negotiation skills. 除了需要過強的溝通能力,我們的理想候選者還需要有良好的社交和協商能力。 Responsibilities: 工作職責: * Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals. 與潛在客戶建立良好合作關系,包括但不限于陌生客戶拓展,緣故客戶和轉介紹。 * Recommend risk management strategies that fit clients' personal risk profiles. 根據客戶自身的風險概況,量身定制合適客戶的風險管理方案。 * Prepare and present detailed reports on the progress of initiatives to management. 與團隊籌備及呈現詳細的業務匯報。 * Complete administrative tasks including maintaining records and handling policy renewals. 完成相關行政事務,包括但不限于資料的保存與管理,處理保單續保、核保、理賠等業務。 * Track insurance claims to ensure clients’ satisfaction. 跟蹤理賠事項并確保客戶的滿意程度 * Describe the advantages and disadvantages of different policies to promote the sale of insurance plans. 分析和呈現不同保險產品的優劣勢以便顧客判斷并促成。 * Respond to clients’ insurance-related or any ad-hoc questions and issues. 處理客戶與風險管理、保險、信托相關的疑問和事項 Requirements: 職位要求: * At least Bachelor’s degree,preferably with Economics, Business, Finance or relevant field, and overseas experience. 本科及以上學歷(經濟,商學,金融,市場營銷或有留學經驗的優先考慮) * Outstanding interpersonal and negotiation skills. 優秀的社交和協商技能 * Proficient in computers and statistical analysis software. 熟練電腦及數據分析軟件 * Excellent written and verbal communication skills. 優秀的書寫及口頭交流能力 * Subscribe to entrepreneurial and team-working spirit. Potential candidate should also possess market acumen and prioritize customer service. 富有開拓企業家精神和良好的團隊合作意識,市場洞察能力,客戶服務意識。

工作地點

廣州天河區越秀金融大廈(正門)

職位發布者

李女士/HR

當前在線
立即溝通
公司Logo安聯人壽保險有限公司廣東分公司廣州營銷服務部
作為世界領先的保險和資產管理公司之一,安聯集團在全球 70多個國家和地區開展業務,為超過 1.26億多的個人及企業客戶提供保險和資產管理服務。從財產險、壽險、健康險到救援服務、信用保險和全球商業保險,安聯致力于為客戶提供全方位的個人和企業保險服務。安聯是世界最大的資產管理集團之一,除為安聯的保險客戶管理超過8,090億歐元資產外,安聯旗下的資產管理公司太平洋投資管理公司(PIMCO)和安聯投資(Allianz Global Investors)管理的第三方資產總額高達 20,000億歐元。得益于在業務流程和投資決策中系統地整合了生態和社會標準,安聯在道瓊斯可持續發展指數評定中穩居保險行業領先地位。2021年,安聯員工數量超過 15.5萬名,取得了總收入 1,485億歐元和營業利潤 134億歐元的優秀業績。 About Allianz The Allianz Group is one of the world's leading insurers and asset managers with 126 million private and corporate customers in more than 70 countries. Allianz customers benefit from a broad range of personal and corporate insurance services, ranging from property, life and health insurance to assistance services to credit insurance and global business insurance. Allianz is one of the world’s largest investors, managing around 809 billion euros on behalf of its insurance customers. Furthermore, our asset managers PIMCO and Allianz Global Investors manage nearly 2.0 trillion euros of third-party assets. Thanks to our systematic integration of ecological, social and governance criteria in our business processes and investment decisions, we hold the leading position for insurers in the Dow Jones Sustainability Index, launched on 12.11.2021. In 2021, over 155,000 employees achieved total revenues of 148.5 billion euros and an operating profit of 13.4 billion euros for the group.
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