Cdfh
【凱基人壽】理財服務人員
高雄(人壽)
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hirly's read of this role
- Seniority
- Mid level
- Country
- TW
- Work mode
- On-site / unstated
- First seen by hirly
- 3 Oct 2026
Derived automatically from the posting. Upload your resume above to see how the role scores against it.
the posting
Join us to build a leading financial company in Asia!
Job Family
銷售支援與管理/Sales Support and Administration
Job Description
工作內容
1.保險、稅務等相關課程培育訓練
2.提供優質高資產保戶及專屬保險商品推廣
3.為高資產客戶或家族進行財富規劃與資產傳承建議
4.維繫既有高資產客戶關係與售後諮詢服務
【福利制度】
1. 具市場競爭力的薪酬制度，依表現另有業績達成獎勵。
2. 享員工福利信託持股、EAP員工協助、公司付費個人及眷屬團保、員工健身活動、定期健檢、帶薪志工假、三節獎金、子女教育補助等。
3. .到職當年度即享年假。
職務類別
保險業務／經紀人 、 理財專員 、 銀行辦事員
工作待遇
月薪30,000~43,000元
（固定或變動薪資因個人資歷或績效而異）
工作性質
全職
上班地點
高雄市鼓山區明誠四路156號11樓 (高雄分公司)
管理責任
不需負擔管理責任
出差外派
無需出差外派
上班時段
日班，08:30~17:30
休假制度
週休二日
可上班日
不限
需求人數
1~5人
條件要求
工作經歷
不拘
學歷要求
專科、大學
科系要求
不拘
語文條件
不拘
擅長工具
不拘
工作技能
不拘
其他條件
1.具金融業、客服經驗或保險、財務金融科系畢業尤佳。
2.口條清晰、反應快、細心。
3.具服務熱忱及溝通協調能力。
4.具保險業務相關證照者尤佳。
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
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