1. Serve cooperative channels and provide education and training on sales skills such as product spirit/structure/projects.
2. Assist cooperative channels in sales and administrative work processes.
3. Provide strategic cooperation models to effectively operate channels/salesmen.
4. Achieve company-related business project tasks and performance.
5. Need to cooperate with regular rest rotation and domestic and international travel needs.
6. Other matters assigned by supervisors.
Talent conditions
1. More than 3 years of life insurance business counseling or personal sales experience.
2. Able to independently hold small and medium-sized product briefings and education and training.
3. Have a deep understanding of insurance products and markets.
4. Dedicated attitude, proactive and positive, strong interpersonal communication skills.
5. Fluent in Mandarin and Taiwanese, and have basic reading and writing communication skills in English.
6. Passing professional certification tests such as insurance, trust, and financial planning is preferred.
JD:
1. Complete service cooperation, provide product spirit/structure/project and other sales skills for education.
2. Assist in cooperative sales and administrative work processes.
3. Provide strategic cooperation models to effectively manage difficult/business personnel.
4. Complete company business-related project tasks and performance.
5. Need to cooperate with regular rest rotation and three-day travel needs.
6. Other matters assigned by the supervisor.
Talent conditions:
1. More than 3 years of life insurance business counseling or personal sales experience.
2. Able to independently hold small and medium-sized product briefings and education and training.
3. Have a deep understanding of insurance products and markets.
4. Dedicated attitude, proactive and positive, strong interpersonal communication skills.
5. Fluent in Mandarin and basic reading and writing skills in English.
6. Professional evidence testing through insurance, trust, financial planning, etc. is preferred.
職務說明:
1. 協助並督導IC服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。
2. 協助並督導IC合作通路銷售及行政作業流程。
3. 協助並督導IC提供策略性合作模式，能有效地經營通路/分行/業務員。
4. 達成公司業務相關專案任務與績效。
5. 其他主管交辦事項。
JD:
1. Train cooperative channel sales skills, provide product ideas/structures/projects, etc.
2. Assist in the sales and administrative processes of cooperative channels.
3. Provide a strategic cooperation model to effectively operate the channel/ salesman.
4. Achieve the company’s business-related project tasks and performance.
5. It is necessary to cooperate with the regular holiday rotation and domestic and foreign travel needs.
6. Other tasks assigned by the supervisor.
需求條件:
1. 5年以上壽險業務輔導或個人銷售經驗及3年以上管理職經驗
2. 具獨立舉辦中小型商品說明會及教育訓練能力
3. 對保險商品及市場有深入了解
4. 態度敬業、主動積極、人際溝通能力強
5. 國台語流利、英文有基本讀寫溝通能力
6. 通過保險、信託、理財規劃等專業證照測驗尤佳
Requirement:
1. More than 10 years of life insurance business coaching or personal sales experience and more than 3 years of management experience.
2. Able to independently hold medium-sized product briefings and training.
3. In-depth understanding of insurance products and markets.
4. Dedicated, proactive, and strong interpersonal communication skills.
5. Fluent in Mandarin and Taiwanese, with basic reading and writing communication skills in English.
6. It is preferable to pass professional certification tests such as insurance, trust, financial planning, etc.
- On‑shore Structured Deposit (SD) Project- On board new distributor to end‑to‑end execution of Structured Deposit transactions
- OSP Business Growth – Sustain and develop structured‑product sales plan that meets or exceeds annual OSP revenue targets.
- Serve as the main point of contact for existing OSP clients / explore new onshore SD clients; provide market updates, product education, and conduct trade execution and post‑trade support.
- Conduct market intelligence, competitive analysis and client‑needs assessments to shape product positioning.
About BNP Paribas Group:
As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.
We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.
• BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community
• BNP Paribas MixCity which fosters better representation of women at all levels of the organization
• Ability, the mutual aid network for employees with a disability or a disabling or chronic illness
• BNP Paribas CulturAll which celebrates diverse backgrounds
BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.
https://careers.apac.bnpparibas/
More information
BNP Paribas – Diversity & Inclusion Journey ( https://www.youtube.com/watch?v=qZatNskr5aI)
BNP Paribas – The Bank Of Green Changes (https://www.youtube.com/watch?v=DCz5aEdkDiM)
Award Obtained
BNPP has won Top employer Europe award in a 10th consecutive year
1.每月職護臨場員工面談安排。
2.辦理勞安訓練課程。
3.辦理SSM課程訓練。
4.ESG活動。
5.GKSP Control。
6.其他主管交辦事項。”
1.提供服務予來電查詢之客戶、準客戶、通路夥伴及業務夥伴。
2.電話線上解決來電者的問題及說明釋疑。
3.文字客服服務，堤供客戶諮詢服務
4. 週六及特定假日輪值服務
5. 其他主管交辦事項。
1. 覆核費用及帳務憑證，確保符合公司政策和法規
Review payment requests to ensure compliance with company policies and regulations
2. 費用分析及帳務處理、追蹤
Expense analysis and account processing, tracking
3. 會計事務規劃及協助專案執行
Accounting planning and project execution assistance
4. 會計相關報表及法定報表編製與管理
Accounting-related reconciliation/reports and statutory reports preparation and management
5. 處理營業稅、印花稅、各類所得扣繳等稅務申報事宜
File monthly and annual VAT,WHT, and 2NHI tax returns and reconciliation report preparation with full regulatory compliance
6. 配合內外部稽核，提供查核資料
Support internal audit preparation and responsible for preparing audit work for CPA firm.
7. 其他主管交辦事項
1.5-7 years of accounting-related work experience.
2. Familiarity with Excel/Word.
3. Responsible, with integrity and professional ethics.
4. Passionate and patient service.
1 Policy Administration Operations｜保單行政營運管理
- Oversee end-to-end policy administration processes (policy issuance, endorsement, renewal, surrender, etc.)負責保單全生命週期行政作業（核發、保全異動、續期、解約等）
- Ensure accuracy, efficiency, and compliance with internal controls and regulatory requirements確保作業品質、效率及內控與法規遵循
- Monitor and improve KPIs (e.g., turnaround time, error rate, customer complaints)監控並優化關鍵指標（處理時效、錯誤率、客訴等）
2 Run-off Project Management｜Run-off專案管理
- Develop and execute the run-off roadmap, including timelines and milestones
規劃並執行Run-off整體藍圖與時程（含里程碑）
- Lead cross-functional initiatives across Operations, Finance, IT, HR, and Legal
協調跨部門（營運、財務、IT、人資、法務）推動專案
- Track project progress, risks, and dependencies, and report to senior management
追蹤專案進度、風險與相依性，並定期向管理階層報告
3 Outsourcing & Transition Management｜委外與移轉管理
- Design and implement outsourcing and operational transition plans規劃並執行委外及營運移轉方案
- Ensure effective knowledge transfer and business continuity確保知識移轉完整及營運持續性
4 People & Change Management｜團隊與變革管理
- Lead and manage the Policy Administration team領導並管理保單行政團隊
- Plan workforce transition, including reskilling, redeployment, and retention規劃人力轉型（再培訓、內部調整與留才）
- Maintain employee engagement and stability during transformation維持轉型期間員工穩定度與投入度
5 Compliance & Risk Management｜法遵與風險控管
- Ensure compliance with regulatory requirements during BAU and run-off phases確保日常營運及Run-off期間符合法規要求
- Coordinate with internal/external auditors and regulators配合內外部稽核及監理機關溝通
- Identify and mitigate operational and transition risks辨識並控管營運及轉型風險
6 Process & System Transformation｜流程與系統轉型
- Drive process simplification, standardization, and automation推動流程簡化、標準化與自動化
- Lead system consolidation, migration, or decommissioning initiatives主導系統整併、移轉或退場
- Optimize operational efficiency and cost structure提升營運效率並優化成本結構