Community Financial Service Consultant (Weekends Off + Six Insurances and One Fund + 9 am-6 pm)

at Ping An Life Insurance Company of China, Henan Branch 3 (中国平安人寿保险股份有限公司河南分公司3)
This role involves servicing and maintaining existing customer relationships for a large financial conglomerate, focusing on comprehensive financial products. The position requires 1-3 years of experience and strong communication skills.

Full Job Description

Job Title: Community Financial Services Advisor (Weekend Off + Comprehensive Benefits)

Salary: 7,000 – 14,000 RMB/month

Location: Zhongmou County, Zhengzhou

Experience: 1-3 years

Education: Associate Degree (大专) or above

Employment Type: Full-time

Hiring: 1 person

We are seeking a highly motivated and customer-focused individual to join our team as a Community Financial Services Advisor. This role is ideal for professionals looking to build long-term relationships with existing clients and contribute to their financial well-being. You will work within a supportive environment, focusing on client retention and expansion, leveraging a wide range of financial products and services from a leading financial group.

Responsibilities:

  • Maintain and service existing client relationships, addressing their inquiries and ensuring high levels of satisfaction.
  • Utilize provided client resources (name, phone, address) within designated community grids for efficient client engagement.
  • Facilitate “secondary development” by identifying and converting existing clients’ needs for new or renewed products/services based on their financial goals.
  • Leverage a comprehensive suite of financial products including annuities (wealth management), loans, savings, credit cards, trusts, funds, education, elder care, and health & wellness offerings, as well as online marketplace services.
  • Conduct client interactions using company-provided tools, including tablets and online exclusive seats for lead collection.
  • Participate in client appreciation events or product seminars to introduce and explain relevant financial solutions.
  • Focus on relationship building and service excellence, with sales opportunities arising from client needs rather than cold calling new clients.

Qualifications:

  • Age between 25-45 years old.
  • Associate degree (大专) or higher.
  • Prior experience in sales or the financial industry is preferred.
  • Possess a strong service orientation and excellent communication skills.
  • Demonstrate integrity and a strong capacity for learning.

Benefits:

  • Competitive base salary + high commission and generous bonuses.
  • Monthly and quarterly performance awards.
  • Guaranteed basic salary independent of performance.
  • Comprehensive benefits package: base salary + six insurances and one housing fund (六险一金).
  • Strict adherence to a Monday to Friday work schedule, 9:00 AM to 6:00 PM, with a two-and-a-half-hour lunch break.
  • Enjoy all public holidays and no mandatory overtime – leave promptly at the end of the workday.

Work Location:

Xinyue Street, Xiangheju, Zhongmou County, Zhengzhou City.


社区金融服务顾问(双休+六险一金+朝九晚六)

7000-14000元

  • 郑州 中牟县
  • 1-3年
  • 大专
  • 全职
  • 招1人

职位描述

面销/陌拜网络销售渠道销售企业客户机构客户个人客户保险银行投资/融资

【上班时间】

周一到周五

朝九,晚六,午休两半小时

【福利待遇】

底薪+周末双休+法休+五险一金,不加班,到点就走

【招募岗位】

社区综合金融高级服务专员(老客户维护服务+二次开发续费)

【客户资源】

公司提供社区精准优质老客户,准确到姓名,电话,地址等,客户网格化集中分配,方便运营管理,可高效拜访,节省时间。

【工作内容】

服务维护+二次开发转化

入职配备平板电脑,安排线上专属坐席线上互动,收集线索。

针对已购产品客户做好维护,解答客户问题。无需开发新客户,我们做好老客户维系和服务的基础上进行二次开发。

【薪资待遇】

底薪3900-5100+高提成+高额奖金+月奖+季奖+福利

底薪和业绩不挂钩哦,可以全拿

【我们产品】

平安集团公司产品都包含,像年金(理财),贷款,储蓄,信用卡,信托,基金,教育,养老,医疗健康等金融领域,以及线上商城业务也有涉及(根据客户需求)

【任职要求】

1,25-45周岁,大专及大专以上学历

2,从事过销售,金融等行业优先

3,有良好的服务意识,善于沟通

4,人品好,有一定的学习力

工作地点

郑州市-中牟县-新悦街祥和居

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Key Job Details

  • Location:  Zhengzhou
  • Salary: $966-$1932 (7000-14000元)
  • Category:  Finance
  • Posted: July 17, 2025
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