通路_銷售工具規劃人員

Posted 6 Days Ago
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Taipei City
Senior level
Financial Services
The Role
The role involves planning, executing, and promoting sales support tools, collaborating with various departments to develop systems that enhance sales operations. Responsibilities include understanding user needs, optimizing processes, and maintaining compliance with regulations. The candidate will also manage projects and maintain related policies as assigned.
Summary Generated by Built In

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

規劃、執行並推動通路展業支援所需應用軟體、網路服務等數位化工具,協助通路展業工具系統開發及流程導入,確保展業工作使用運作順暢

工作內容

1. 規劃並執行通路展業支援所需銷售工具專案,透過系統功能建置,協助展業發展

2. 了解使用者需求,提出系統改善方案,優化流程,並撰寫相關需求文件及執行系統測試工作。

3. PIC排程及通路商品上下架時程,與商品管理、資訊、法令遵循、行銷文宣、保單規劃等部門密切合作,設計符合法規與集團要求的商品建議書供合作通路使用

4. 推動合作對象銷售工具使用並提出符合通路需求解決方案。

5. 維護相關作業、辦法及相關政策,符合實務及法令規範。

6. 其他主管交付之專案及任務

需求條件:  

  • 學歷:大學以上,管理或理工學院,保險、企業管理或資訊相關科系尤佳。
  • 專業知識/能力:具Excel函數設計、系統需求彙整及專案規畫與管理能力。英文能力(/)應具中等能力。
  • 工作經驗:5年以上保險行政/系統規劃經驗,熟悉保險商品知識及具通路工作經驗者尤佳。

 

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

Top Skills

Excel
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The Company
HQ: Central, Hong Kong
52,292 Employees
On-site Workplace

What We Do

In Asia and Africa, Prudential has been providing familiar, trusted financial security to people for 100 years. Today, headquartered in Hong Kong and London, we are ranked top three in 12 Asian markets with 18 million customers, around 68,000 average monthly active agents and access to over 27,000 bank branches in the region.

Prudential is focused on opportunities in the most exciting growth markets in Asia and Africa. With access to over 4 billion people in both these regions, we are investing in broadening our presence and building our leadership in the life and asset management markets.

We are committed to making a positive impact on our customers, our employees and our communities by delivering the best savings, health and protection solutions to people so they can get the most out of life. Visit our websites for more information

Prudential plc: https://www.prudentialplc.com/
Prudence Foundation: https://www.prudentialplc.com/en/prudence-foundation

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