第1篇 直營(yíng)店金融保險(xiǎn)專員崗位職責(zé)描述崗位要求
職位描述：
崗位職責(zé):
1、根據(jù)公司車貸及車險(xiǎn)年度計(jì)劃，按照相關(guān)流程開(kāi)展車貸及車險(xiǎn)（含新保、續(xù)保）業(yè)務(wù)銷售工作，完成車貸及車險(xiǎn)（含新保、續(xù)保）業(yè)務(wù)銷售目標(biāo)；
2、收集和分析當(dāng)?shù)仄囐J款及汽車保險(xiǎn)市場(chǎng)信息、競(jìng)品貸款及車險(xiǎn)信息、動(dòng)向；
3、按照車貸和車險(xiǎn)業(yè)務(wù)流程的要求開(kāi)展車貸和車險(xiǎn)（含新保、續(xù)保）用戶的接待工作；
4、利用汽車金融相關(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、制定車貸及車險(xiǎn)（含新保、續(xù)保）銷售話術(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)專員崗位職責(zé)
金融保險(xiǎn)專員 帝亞一維新能源汽車有限公司 西藏帝亞一維新能源汽車有限公司,帝亞一維新能源汽車,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)銷等相關(guān)專業(yè);
2、2年以上工作經(jīng)驗(yàn),有保險(xiǎn)銷售、信貸金融類工作經(jīng)驗(yàn)優(yōu)先;
3、熟悉國(guó)家金融保險(xiǎn)政策,熟悉汽車行業(yè)和汽車金融保險(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)專員崗位職責(zé)任職要求
金融保險(xiǎn)專員崗位職責(zé)
finance&insurance specialist/金融保險(xiǎn)專員 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)專員崗位
