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永豐商業銀行股份有限公司

保險代理部-資深保險輔導人員(壽險商品)Insurance Sales Consultant

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Description

1.輔助通路擬定產品銷售策略
2.重要客戶陪訪與客速處理商品行銷推動
3.提供產品相關新聞與市場訊息
4.協助分行舉辦客戶說明會/客說會
5.獎勵活動宣導與提升銷售輔訓
6.安排商品與銷售訓練課程
7.銷售實務演練提升銷售產能及行政支援宣導
8.輔導銷售同仁熟悉進件系統操作及查詢
9.計績問題諮詢及問題排解
10.產品輔銷文件與工具充足及符合法規要求
11.法令遵循案例宣導及提升業務品質
Delivered end-to-end insurance sales support, including strategy development, key client engagement, product promotion, sales training, system guidance, performance issue resolution, and regulatory compliance support.

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