In today's social life, job responsibilities play an increasingly important role. Job responsibilities refer to the work content that a post needs to complete and the scope of responsibility that it should undertake. The post is the unity of duties and responsibilities, which consists of two parts: the scope of authorization and the corresponding responsibilities. How to formulate job responsibilities? The following is the job responsibilities of the insurance salesman that I have compiled for you. Welcome to share.

Job responsibilities of insurance salesmen 1 1, banking services and related products and services provided by Ping An Bank, such as debit cards, credit cards and credit services of Ping An Bank;

2. Trust business and products, such as property trust plan and capital trust plan;

3. Enterprise annuity;

4, according to the customer's own property scale, quality of life, expected income target and risk tolerance and other related information, to develop a set of personal financial advice for customers, to ensure customer financial independence and capital security;

5. Through the investment portfolio of deposits, stocks, bonds, funds, insurance, movable property, real estate and other financial products, design a reasonable tax plan for customers to meet their long-term life goals and financial management goals.

6. Securities business and futures products such as stocks and bonds;

7. Life insurance (health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc.). )

8. Property insurance (auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, etc. )

9. A safe and good house. All houses in the country can be recommended for sale. Customers can enjoy the internal discount of Ping An, and a high commission is recommended.

Responsibilities of insurance salesman 2 1, responsible for the agency sales of various financial products of the company;

2. Actively participate in the company's activities and study, and strictly abide by the company's management system;

3, according to the market changes and customer demand, formulate promotion development plan;

4. Do a good job in insurance, renewal, insurance and claim registration to prevent overdue.

Responsibilities of insurance salesmen 3 1. Achieve sales targets, establish and maintain customer relationships and manage customer information;

2. Visit or understand the customer's needs by telephone, and provide insurance plans, quotations and objection handling for the intended customers;

3. Actively develop new customers (concentrate customer resources) and new businesses, and combine them through various exhibition modes (be careful to put them in, fearing hardships and fatigue);

4. Be familiar with the company's insurance products and provide professional services to customers;

5. Actively and effectively optimize personal marketing strategies and strive to promote billing;

6. The company mainly deals in property insurance, such as enterprise property insurance, property insurance, employee accident insurance, employer insurance, comprehensive freight insurance, marine cargo transportation insurance, short-term export trade credit insurance, auto insurance, logistics liability insurance and life insurance.

Responsibilities of insurance salesmen 4 1. After attending the standard training provided by the company, be responsible for the agency sales and training of various financial products and team management.

2, according to the strategic planning of the head office, complete the goals set by individuals or teams.

After attending professional customer service training, we will provide existing customers and serve them in your own way.

4. Actively participate in the company's activities and study, and strictly abide by the company's management systems.

5. According to market changes and customer needs, plan and make relevant plans to improve the development of individuals or teams.

Responsibilities of insurance salesmen 5 1. Serve VIP customers and high-value individual customers of the company, and provide comprehensive financial services for high-value individual customers;

2. According to the customer's asset size, life goal, expected income goal and risk tolerance, conduct demand analysis, issue a professional financial planning plan, and recommend appropriate financial products;

3. By adjusting the proportion of deposits, stocks, bonds, funds, insurance and other wealth management products. , we can realize the rational allocation of assets, so that customers' assets can maintain and increase their value on the basis of safety and stability;

4. Contact customers regularly, report the income of wealth management products, introduce new financial services, wealth management products and financial market trends to customers, and maintain a good trust relationship.

Responsibilities of insurance salesmen 6 1. Establish/maintain/develop good cooperative relations with other departments;

2. Make your own daily work plan, specific to the effective call volume and the number of transactions with target customers on that day;

3. Push the renewal message to the customer according to the time node, and invite the customer to the store by phone;

4, according to the workflow to customers for renewal procedures and post-service;

5, timely feedback to the superior leadership in the process of tracking all kinds of problems, in order to make policies;

6. Update the data entry system in time to ensure the accuracy of data;

7. Complete the temporary work assigned by the superior leader.

Responsibilities of insurance salesmen 7 1. In accordance with the relevant provisions of the state on insurance collection and payment and the relevant provisions of the company, complete the collection and payment work on time, so as not to default or miss the fee.

2, establish and improve the insurance personal account registration, improve the collection procedures, so that quarterly settlement.

3, do a good job of coordination with the financial, timely provide payment basis.

4. The company's insurance schedule should be properly kept, and the renewal, insurance and claim registration should be done well to prevent the expiration.

5, when out of danger to arrive at the scene in time, and report the situation. At the same time, deeply understand the accident situation, extract relevant information, prepare a claim application, and report it to the supervisor for review before handling the claim.

Responsibilities of insurance salesman 8 1, answering transfer calls and receiving visitors;

2. Responsible for the daily affairs of the General Department;

3. Responsible for the printing and sending of various manuscripts and the collection of documents and materials in the center;

4, responsible for the daily management of the office, responsible for accepting complaints and visiting reception;

5. Responsible for collecting and writing relevant information, and providing information reference and construction suggestions to leaders in time;

6. Responsible for personnel and warehouse management;

7, complete other work assigned by the leadership.

8. As China Life acquired Guangfa Bank, it can handle the wealth management, loan and credit card business of Guangfa Bank.

Responsibilities of insurance salesman 9 1, responsible for sorting and summarizing customer insurance information;

2. Be familiar with the products operated by the company, recommend insurance plans to interested customers, resolve objections, quote and other after-sales services;

3. Maintain customer relationship and manage customer files; Obey the leadership arrangement;

4. There are various forms of business development, and the company has a wide range of insurance products, such as property insurance, auto insurance, employee accident insurance, employer insurance, comprehensive freight insurance, logistics liability insurance and life insurance.

5. Familiar with the exhibition process; Actively participate in the company's product training;

Responsibilities of insurance salesmen 10 1. Maintain existing customers, grasp the progress and direction of team work, plan and organize the implementation of various promotion and public relations activities and implementation plans;

2. Formulate annual and quarterly communication strategies, review and write relevant manuscripts and project summary reports.

3, brand strategy and new product distribution plan, brand and product advertising communication strategy;

4. Analysis of advertising performance and media delivery;

5. Monitor the quality of work, contact some customers who are currently serving, communicate the daily work content, and provide professional solutions in time according to customer requirements and changes;

6, coordinate the relationship between departments, coordinate the superior to complete team management, training and new business development.

Job responsibilities of insurance salesmen 1 1 1. Look for potential customers.

Step 2 make an appointment with customers

3. Sales Interview (Sales Insurance)

4. Objection handling

5. Promote insurance policies

6. After-sales service

The above six points are a complete insurance sales process. It is also the job responsibility of an insurance salesman. Of course, insurance salesmen also have the following responsibilities:

Step 7 Develop the team

8. Develop the market

9. Collect information

10, customer maintenance

Responsibilities of insurance salesman 12 1, life insurance, such as health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc.

2. Property insurance, such as auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, enterprise annuity, etc. ;

3. Engaged in customer consultation, market research, new product sales and customer after-sales service (renewal of premium, security service, assistance in claim settlement, etc. ).

4, according to the customer's own property scale, quality of life, expected income target and risk tolerance and other related information, to develop a set of personal financial advice for customers, to ensure customer financial independence and capital security;

Responsibilities of insurance salesman 13 1, providing customers with vehicle insurance renewal;

2. Providing vehicle insurance consulting services for customers;

3. Submit business dynamic reports and market strategy plans of the insurance market on a regular basis;

4. Actively maintain old customers and develop new insurance customers;

5. Cooperate with the supervisor to complete various services of customer vehicle insurance;

6. Regularly complete the data collation of billing customers;

Responsibilities of insurance salesmen 14 1. Provide professional pre-job paid training and improve the training process;

2. Provide customers with insurance business consulting services, timely change of customer information, claim settlement services, etc. ;

3. Get new customers and expand new business through cross-selling, customer recommendation, active promotion and personal business relationship;

4. Establish and expand customer network and explore new business opportunities;

5. Willing to start from the grassroots level, taking management cadres as the foundation and basic goal, and taking China Life's future managers as the training conditions;

6. Listen to the company's arrangement and conduct conference marketing and team management with the help of the company's strong and good development platform.

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