職責范圍（按重要性排序）Areas of responsibility

職責內容

(用動詞如建立、管理、設計、監督、協調、控制等)

DETAIL responsibility

權重

(％)

WEIGHT

渠道關系維護

Maintenance of channel relations

1） 維護與網點的良好有效的溝通，及時向公司反饋網點的業務問題、意見與建議，保證網點業務的順暢發展；Maintain good and effective communication with the outlets, timely feedback the business problems, opinions and suggestions to the company, ensure the smooth business of the outlets.

2） 協助上級主管積極開展渠道開拓與關系維護工作。

Assist line manager in developing distribution channels and relationship maintenance.

30%

銷售輔助工作

Sales auxiliary work

1） 輔助網點銷售人員，積極向銀行提供產品培訓、維護網點業務關系、積極推動銀行網點銷售公司的相關產品；

Assisting outlets salesmen, actively offering products training, maintaining network business relationship, and actively promoting related products of bank outlets and sales companies.

2） 負責所轄網點的業務宣傳、咨詢等工作；

Responsible for the propaganda and consultation work of the outlets.

3） 必要時陪同客戶體檢、協助初步核保、送達保單為客戶提供售后服務；

If necessary, accompany the client for medical examination, assist in preliminary underwriting, delivery of insurance policies to provide after-sales service for customers;

4） 及時處理通過網點銷售人員辦理的新單及各項保全業務，保證各類單證及信息完整無誤地交至公司；

Handle new policy and preservation business, and make sure to submit all documents to the company without delay.

5） 參加公司的早會、夕會、業務會、培訓及公司規定的各項活動；

Take part in the company's morning meeting, evening meeting, business meeting, training and all the activities prescribed by the company.

6） 擬定并執行年度計劃和月度計劃，每日填寫拜訪記錄。Draw up and carry out annual plan and monthly plan, fill in the visiting record everyday.

7） 完成業務考核目標。

Completion of business assessment objectives

50%

業務流程風險控制

Risk Control

1） 拜訪客戶，主動出示執業證、身份證及相關證件，宣傳公司的企業文化、保險知識、依法銷售公司的壽險及相關產品；

Visit the customer, show the Certificate of practice, identity card and relevant documents, propagate the company's corporate culture, insurance knowledge, sell the company's life insurance and related products according to law.

2） 遵守公司各項規章制度及業務流程規定，有效控制業務風險，監督合作機構業務執行狀況；

Comply with company policies and regulations on workflow, and be responsible for risk control and supervise；on over operation of distributors.

10%

其他

Others

1） 遵守銀保渠道業務人員基本管理辦法；

Obey bank sales staff basic mgt method.

1） 按規定完成公司要求各項工作，并按公司及部門要求參加相關會議、培訓及各項活動；

Accomplish tasks according to requirement, and attend meetings, training and other activities.

2） 擬定并執行年度計劃和月度計劃，每日填寫拜訪記錄；

Draw up and carry out annual plan and monthly plan, fill in the visiting record every day.

3） 完成公司及部門領導交辦的其他工作。

Accomplish other tasks assigned by line manager.

10%