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风险管理规划师

1.2-2万
  • 广州天河区
  • 经验不限
  • 本科
  • 全职
  • 招5人

职位描述

金融
Job Description:
Risk Management Advisor(风险管理规划师):
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,安联是全球领先的保险和资产管理巨头。自从1999年加入中国市场,安联一直保持稳定的发展势头。基于高速发展的需要,安联广州分公司现在正在寻找优秀人才加入我们。如果你对(金融行业富有热情,并且对风险管理以及家庭资产管理很有一套),我们对你很感兴趣!胜任此岗位的主要任务包括但不限于拓展保险业务和维持与客户长期互利的友好关系。
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.
除了需要过强的沟通能力,我们的理想候选者还需要有良好的社交和协商能力。
Responsibilities:
工作职责:
* Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals. 与潜在客户建立良好合作关系,包括但不限于陌生客户拓展,缘故客户和转介绍。
* Recommend risk management strategies that fit clients' personal risk profiles. 根据客户自身的风险概况,量身定制合适客户的风险管理方案。
* Prepare and present detailed reports on the progress of initiatives to management. 与团队筹备及呈现详细的业务汇报。
* Complete administrative tasks including maintaining records and handling policy renewals. 完成相关行政事务,包括但不限于资料的保存与管理,处理保单续保、核保、理赔等业务。
* Track insurance claims to ensure clients’ satisfaction. 跟踪理赔事项并确保客户的满意程度
* Describe the advantages and disadvantages of different policies to promote the sale of insurance plans. 分析和呈现不同保险产品的优劣势以便顾客判断并促成。
* Respond to clients’ insurance-related or any ad-hoc questions and issues. 处理客户与风险管理、保险、信托相关的疑问和事项
Requirements:
职位要求:
* At least Bachelor’s degree,preferably with Economics, Business, Finance or relevant field, and overseas experience. 本科及以上学历(经济,商学,金融,市场营销或有留学经验的优先考虑)
* Outstanding interpersonal and negotiation skills. 优秀的社交和协商技能
* Proficient in computers and statistical analysis software. 熟练电脑及数据分析软件
* Excellent written and verbal communication skills. 优秀的书写及口头交流能力
* Subscribe to entrepreneurial and team-working spirit. Potential candidate should also possess market acumen and prioritize customer service. 富有开拓企业家精神和良好的团队合作意识,市场洞察能力,客户服务意识。
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工作地点

广州天河区越秀金融大厦(正门)

职位发布者

李女士/HR

立即沟通
公司Logo安联人寿保险有限公司广东分公司广州营销服务部
作为世界领先的保险和资产管理公司之一,安联集团在全球 70多个国家和地区开展业务,为超过 1.26亿多的个人及企业客户提供保险和资产管理服务。从财产险、寿险、健康险到救援服务、信用保险和全球商业保险,安联致力于为客户提供全方位的个人和企业保险服务。安联是世界最大的资产管理集团之一,除为安联的保险客户管理超过8,090亿欧元资产外,安联旗下的资产管理公司太平洋投资管理公司(PIMCO)和安联投资(Allianz Global Investors)管理的第三方资产总额高达 20,000亿欧元。得益于在业务流程和投资决策中系统地整合了生态和社会标准,安联在道琼斯可持续发展指数评定中稳居保险行业领先地位。2021年,安联员工数量超过 15.5万名,取得了总收入 1,485亿欧元和营业利润 134亿欧元的优秀业绩。 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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