职责范围（按重要性排序）Areas of responsibility

职责内容

(用动词如建立、管理、设计、监督、协调、控制等)

DETAIL responsibility

权重

(％)

WEIGHT

渠道关系维护

Maintenance of channel relations

1） 维护与网点的良好有效的沟通，及时向公司反馈网点的业务问题、意见与建议，保证网点业务的顺畅发展；Maintain good and effective communication with the outlets, timely feedback the business problems, opinions and suggestions to the company, ensure the smooth business of the outlets.

2） 协助上级主管积极开展渠道开拓与关系维护工作。

Assist line manager in developing distribution channels and relationship maintenance.

30%

销售辅助工作

Sales auxiliary work

1） 辅助网点销售人员，积极向银行提供产品培训、维护网点业务关系、积极推动银行网点销售公司的相关产品；

Assisting outlets salesmen, actively offering products training, maintaining network business relationship, and actively promoting related products of bank outlets and sales companies.

2） 负责所辖网点的业务宣传、咨询等工作；

Responsible for the propaganda and consultation work of the outlets.

3） 必要时陪同客户体检、协助初步核保、送达保单为客户提供售后服务；

If necessary, accompany the client for medical examination, assist in preliminary underwriting, delivery of insurance policies to provide after-sales service for customers;

4） 及时处理通过网点销售人员办理的新单及各项保全业务，保证各类单证及信息完整无误地交至公司；

Handle new policy and preservation business, and make sure to submit all documents to the company without delay.

5） 参加公司的早会、夕会、业务会、培训及公司规定的各项活动；

Take part in the company's morning meeting, evening meeting, business meeting, training and all the activities prescribed by the company.

6） 拟定并执行年度计划和月度计划，每日填写拜访记录。Draw up and carry out annual plan and monthly plan, fill in the visiting record everyday.

7） 完成业务考核目标。

Completion of business assessment objectives

50%

业务流程风险控制

Risk Control

1） 拜访客户，主动出示执业证、身份证及相关证件，宣传公司的企业文化、保险知识、依法销售公司的寿险及相关产品；

Visit the customer, show the Certificate of practice, identity card and relevant documents, propagate the company's corporate culture, insurance knowledge, sell the company's life insurance and related products according to law.

2） 遵守公司各项规章制度及业务流程规定，有效控制业务风险，监督合作机构业务执行状况；

Comply with company policies and regulations on workflow, and be responsible for risk control and supervise；on over operation of distributors.

10%

其他

Others

1） 遵守银保渠道业务人员基本管理办法；

Obey bank sales staff basic mgt method.

1） 按规定完成公司要求各项工作，并按公司及部门要求参加相关会议、培训及各项活动；

Accomplish tasks according to requirement, and attend meetings, training and other activities.

2） 拟定并执行年度计划和月度计划，每日填写拜访记录；

Draw up and carry out annual plan and monthly plan, fill in the visiting record every day.

3） 完成公司及部门领导交办的其他工作。

Accomplish other tasks assigned by line manager.

10%