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.
(Location: Taipei / New Taipei / Taoyuan / Hsinchu)
Requirements:
1. More than 3 years of life insurance business coaching or personal sales 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.
1) Handle and review regularly occurring events for various payment and UL settlement
(2) Achieve optimal efficiency cash coming and cash going out
(3) Improve efficiency and enhance visibility lead to more accurate forecasting of cash flow
(4) Maintain effective cash position to increase liquidity and profitability
(5) Ad hoc其他主管交辦事項
1. 5-8 years of treasury/finance working experience
2. Finance or related field
3. Well skill of MS-Office and good command of English
4. With positive thinking and well communication
Job Description :
- Prepare and analyze materials for routine meetings; take meeting minutes and follow up on action items (weekly/monthly/quarterly, budget, and reporting).
- Maintain databases and collaborate with AO/IC to conduct data analysis on products, growth/increment, customers, and markets based on business needs, supporting sales strategy development and business promotion.
- Manage and monitor all installed systems and infrastructure within the organization; establish procedures in compliance with company policies and SOPs.
- Assist supervisors in compiling and analyzing internal and external market trends and business progress, and provide recommendations for strategic planning.
- Maintain information security, including security controls, backup, and redundancy strategies.
- Support the company in planning, executing, and tracking sales-related projects.
- Other tasks assigned by the supervisor.
Qualifications
- Logical/analytical skills: Apply quantitative analysis and logical reasoning to develop strategies; communicate findings to supervisors using quantitative and qualitative results.
- English proficiency: Able to write relevant reports fluently in English.
- Communication skills: Coordinate and exchange information with relevant departments.
- Data processing & analysis: Able to use Excel to quickly process large volumes of data and deliver analysis results.
- Time management: Able to complete assigned tasks on time; strong project management capability.
1. 及時報價利潤測試和審批處理。
2. 及時開發和備案文件，準備新產品（包括起草和協調產品規定工作），以支援產品上市。
3. 及時重新定價和填寫文件，準備現有產品（包括起草和協調產品條款工作）。
4. 銷售和系統/IT支援。
5. 其他主管交辦事項。
1. Timely Quotation profit testing and approval processing.
2. Timely development and filing documents preparation of new products (including drafting and coordination of product provisions works) to support product launch.
3. Timely repricing and filing documents preparation of Existing products (including drafting and coordination of product provisions works).
4. Sales & System/IT Supports.
5. Other maters assigned by the supervisor.”
人才條件
精算相關工作5年以上(有商品精算經驗尤佳)
Minimum 5 years of experience in actuarial work (experience in product actuarial science is a plus)
Job Description :
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.
Requirement :
1. More than 3 years of life insurance business coaching or personal sales 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.
1. Assist AO project listing and administrative support
2. Prepare channel-related performance reports and maintain a good interactive relationship with the channel
3. Assist in the logistical support of IC and channel business
4. Other maters assigned by the supervisor.
1. Good communication and coordination skills.
2. Be responsible and timely.
3. Complete the tasks in a timely manner.
4. Life insurance or investment insurance licenses are preferred.
5. Type in Chinese: 50~75/min, Type in English: 50~75/min