Cdfh
【凱基人壽】銀保營運輔銷人員PM
凱基金控總部/ KGIFH Building
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hirly's read of this role
- Seniority
- Mid level
- Country
- TW
- Work mode
- On-site / unstated
- First seen by hirly
- 27 Sept 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
保險新業務開發 - 通路業務/Insurance Business Development - Intermediary Sales Channel
Job Description
加入我們，一起打造亞洲領先的金融企業!
職務類別
保險新業務開發 - 通路業務/Insurance Business Development - Intermediary Sales Channel
一、部門資安暨法遵管理
執行資訊安全稽核（PIMS、ERM、RCSA/KRI、BCMS、GDPR、DLP）及法令遵循相關申報審核，並管控IPAD等設備。
二、部門業務拓展與協助
(1)彙整業績目標管控表、保費融資統計等日常報表，即時掌握業績進度
(2)更新各合作銀行/證券之商品銷售資料及保費融資商品效益分析，協助業務單位快速取得最新商品條件與銷售話術
(3)彙整銀行每季獎勵活動及圖文案例資料，支援第一線業務推廣，並協助新商品上架前的通路資料準備與群組資訊同步。
三、教育訓練與行政支援
安排教育訓練課程及新進同仁訓練，並管理倉庫物料（要保書、DM上下架與銷毀)
教育程度/科系
大學以上，具金融業3年以上相關經驗者
輪班需求
正常工時 (Regular) - 需打卡 (台灣)
Education – Degree / Field of Study
學士/Bachelor Degree
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)
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