China Development Financial 中華開發金控

【凱基人壽】銀保營運輔銷人員(FC)

China Development Financial 中華開發金控  •  Taiwan, TW (Onsite)  •  23 hours ago
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Job Description

Join us to build a leading financial company in Asia!

Job Family

保險新業務開發 - 通路業務/Insurance Business Development - Intermediary Sales Channel

加入我們,一起打造亞洲領先的金融企業!

職務類別

保險新業務開發 - 通路業務/Insurance Business Development - Intermediary Sales Channel

一、部門資安暨法遵管理

執行資訊安全稽核(PIMS、ERM、RCSA/KRI、BCMS、GDPR、DLP)及法令遵循相關申報審核,並管控IPAD等設備。

二、部門業務拓展與協助

(1)彙整業績目標管控表、保費融資統計等日常報表,即時掌握業績進度

(2)更新各合作銀行/證券之商品銷售資料及保費融資商品效益分析,協助業務單位快速取得最新商品條件與銷售話術

(3)彙整銀行每季獎勵活動及圖文案例資料,支援第一線業務推廣,並協助新商品上架前的通路資料準備與群組資訊同步。

三、教育訓練與行政支援

安排教育訓練課程及新進同仁訓練,並管理倉庫物料(要保書、DM上下架與銷毀)

教育程度/科系

大學以上,具金融業3年以上相關經驗者

輪班需求

正常工時 (Regular) - 需打卡 (台灣)

Education – Degree / Field of Study

學士/Bachelor Degree

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)

China Development Financial 中華開發金控

About China Development Financial 中華開發金控

China Development Financial (CDF) has evolved into a full-fledged business group of four key earnings drivers, from life insurance, banking, securities, to venture capital/private equity.

CDF continues its commitment to corporate governance and sustainability and envisions itself a leading financial institution in the Asia Pacific region and beyond.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Taipei, TW
Year Founded
2001
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