金融保險(xiǎn)專(zhuān)員崗位職責(zé)3篇

第1篇 直營(yíng)店金融保險(xiǎn)專(zhuān)員崗位職責(zé)描述崗位要求

職位描述：

崗位職責(zé):

1、根據(jù)公司車(chē)貸及車(chē)險(xiǎn)年度計(jì)劃，按照相關(guān)流程開(kāi)展車(chē)貸及車(chē)險(xiǎn)（含新保、續(xù)保）業(yè)務(wù)銷(xiāo)售工作，完成車(chē)貸及車(chē)險(xiǎn)（含新保、續(xù)保）業(yè)務(wù)銷(xiāo)售目標(biāo)；

2、收集和分析當(dāng)?shù)仄?chē)貸款及汽車(chē)保險(xiǎn)市場(chǎng)信息、競(jìng)品貸款及車(chē)險(xiǎn)信息、動(dòng)向；

3、按照車(chē)貸和車(chē)險(xiǎn)業(yè)務(wù)流程的要求開(kāi)展車(chē)貸和車(chē)險(xiǎn)（含新保、續(xù)保）用戶的接待工作；

4、利用汽車(chē)金融相關(guān)it系統(tǒng)進(jìn)行數(shù)據(jù)提報(bào)、客戶管理，負(fù)責(zé)客戶回訪，客戶檔案維護(hù)，開(kāi)展客戶維系工作；

5、制定車(chē)貸及車(chē)險(xiǎn)（含新保、續(xù)保）銷(xiāo)售話術(shù)，并負(fù)責(zé)體驗(yàn)店相關(guān)業(yè)務(wù)培訓(xùn)。

崗位要求:

1、具有2年以上相關(guān)工作經(jīng)驗(yàn)；

2、熟知金融及保險(xiǎn)政策，有相關(guān)資源；

3、溝通能力較好，具備話術(shù)制定及培訓(xùn)能力；

4、工作認(rèn)真負(fù)責(zé)，具有良好的客戶服務(wù)意識(shí)。

第2篇 金融保險(xiǎn)專(zhuān)員崗位職責(zé)

金融保險(xiǎn)專(zhuān)員 帝亞一維新能源汽車(chē)有限公司 西藏帝亞一維新能源汽車(chē)有限公司,帝亞一維新能源汽車(chē),帝亞一維新 崗位職責(zé):

1、收集反饋終端市場(chǎng)金融保險(xiǎn)需求;

2、對(duì)接保險(xiǎn)公司,根據(jù)終端保險(xiǎn)需求,制定保險(xiǎn)套餐;

3、對(duì)接金融公司,根據(jù)終端金融需求,開(kāi)發(fā)設(shè)定金融產(chǎn)品;

4、根據(jù)公司金融保險(xiǎn)政策及流程,協(xié)調(diào)終端業(yè)務(wù)執(zhí)行,確保金融保險(xiǎn)業(yè)務(wù)有序開(kāi)展;

5、指導(dǎo)和培訓(xùn)銷(xiāo)售渠道,促進(jìn)業(yè)績(jī)目標(biāo)達(dá)成;

6、根據(jù)市場(chǎng)環(huán)境,制定金融保險(xiǎn)業(yè)務(wù)推廣方案,不定期開(kāi)展金融保險(xiǎn)營(yíng)銷(xiāo)活動(dòng);

7、定期對(duì)金融保險(xiǎn)業(yè)務(wù)開(kāi)展情況進(jìn)行數(shù)據(jù)總結(jié)分析,形成改善報(bào)告;

任職要求:

1、學(xué)歷要求:本科及以上,金融、保險(xiǎn)、市場(chǎng)營(yíng)銷(xiāo)等相關(guān)專(zhuān)業(yè);

2、2年以上工作經(jīng)驗(yàn),有保險(xiǎn)銷(xiāo)售、信貸金融類(lèi)工作經(jīng)驗(yàn)優(yōu)先;

3、熟悉國(guó)家金融保險(xiǎn)政策,熟悉汽車(chē)行業(yè)和汽車(chē)金融保險(xiǎn)業(yè)務(wù)運(yùn)作,具備行業(yè)發(fā)展分析能力;

4、較強(qiáng)的溝通表達(dá)能力及協(xié)調(diào)能力,良好的數(shù)據(jù)分析能力;

5、熟練使用office辦公軟件;

第3篇 金融保險(xiǎn)專(zhuān)員崗位職責(zé)任職要求

金融保險(xiǎn)專(zhuān)員崗位職責(zé)

finance&insurance specialist/金融保險(xiǎn)專(zhuān)員 奧地利保時(shí)捷控股中國(guó)區(qū)總部(寶愛(ài)捷中國(guó)) 寶愛(ài)捷(中國(guó))汽車(chē)投資有限公司，寶愛(ài)捷 aims of the position

together with group team member to continuously improve and optimize dealers f&i business in order to achieve group’s overall f&i quantitative and qualitative target

main tasks

1.monitor dealer’s f&i performance on daily basis， drive work efforts to meet kpis set.

2.assist group f&i director in negotiating with e_ternal business partners in order to improve dealer’s cooperation condition and ma_imize f&i profit at dealership.

3.consolidate， analyse operational data to provide business report for managerial decision making.

4.assist group f&i director in optimizing f&i products and the working process and ensure the proper e_ecution of group strategy at dealerships.

5.in collaboration with group training academy， to organize related f&i trainings to improve soft-skill of dealer’s sale force.

6.in collaboration with group’s audit and compliance department to monitor the operational risks and ensure deale's f&i operation is in compliance with local regulations and company’s inner policy.

7.handle ad-hoc projects as assigned from time to time.

profile of requirements / personality requirements

education

?bachelors / master’s degree in finance and insurance， business management， economics.

?previous working e_perience in auto retail group， insurance company and bank is preferable.

soft skills / other requirements

?proficient in english and mandarin， both written and oral，

?proficiency with microsoft office suite (word， e_cel， access & powerpoint);

?quick learner， result driven and willing to take new challenges;

?willing to travel (up to 30%).

金融保險(xiǎn)專(zhuān)員崗位