職位描述：

崗位職責:

1、根據公司車貸及車險年度計劃，按照相關流程開展車貸及車險（含新保、續保）業務銷售工作，完成車貸及車險（含新保、續保）業務銷售目標；

2、收集和分析當地汽車貸款及汽車保險市場信息、競品貸款及車險信息、動向；

3、按照車貸和車險業務流程的要求開展車貸和車險（含新保、續保）用戶的接待工作；

4、利用汽車金融相關IT系統進行數據提報、客戶管理，負責客戶回訪，客戶檔案維護，開展客戶維系工作；

5、制定車貸及車險（含新保、續保）銷售話術，并負責體驗店相關業務培訓。

崗位要求:

1、具有2年以上相關工作經驗；

2、熟知金融及保險政策，有相關資源；

3、溝通能力較好，具備話術制定及培訓能力；

4、工作認真負責，具有良好的客戶服務意識。

篇2:金融保險專員崗位職責任職要求

金融保險專員崗位職責

Finance&InsuranceSpecialist/金融保險專員奧地利保時捷控股中國區總部(寶愛捷中國)寶愛捷(中國)汽車投資有限公司,寶愛捷AimsofthePosition

TogetherwithGroupteammembertocontinuouslyimproveandoptimizedealersF&Ibusinessinordertoachievegroup’soverallF&Iquantitativeandqualitativetarget

MainTasks

1.Monitordealer’sF&Iperformanceondailybasis,DriveworkeffortstomeetKPIsset.

2.AssistGroupF&IDirectorinnegotiatingwithexternalbusinesspartnersinordertoimprovedealer’scooperationconditionandmaximizeF&Iprofitatdealership.

3.Consolidate,analyseoperationaldatatoprovidebusinessreportformanagerialdecisionmaking.

4.AssistGroupF&IDirectorinoptimizingF&Iproductsandtheworkingprocessandensuretheproperexecutionofgroupstrategyatdealerships.

5.Incollaborationwithgrouptrainingacademy,toorganizerelatedF&ITrainingstoimprovesoft-skillofdealer’ssaleforce.

6.Incollaborationwithgroup’sauditandcompliancedepartmenttomonitortheoperationalrisksandensuredeale'sF&Ioperationisincompliancewithlocalregulationsandcompany’sinnerpolicy.

7.Handlead-hocprojectsasassignedfromtimetotime.

ProfileofRequirements/PersonalityRequirements

Education

?Bachelors/Master’sdegreeinFinanceandinsurance,BusinessManagement,economics.

?PreviousworkingexperienceinAutoRetailGroup,InsuranceCompanyandBankispreferable.

SoftSkills/OtherRequirements

?ProficientinEnglishandMandarin,bothwrittenandoral,

?ProficiencywithMicrosoftOfficeSuite(Word,Excel,Access&PowerPoint);

?Quicklearner,resultdrivenandwillingtotakenewchallenges;

?Willingtotravel(upto30%).

金融保險專員崗位