retirement business development consultant岗位职责要求
| 适配人群 | 养老金顾问,退休规划师,保险经纪人 | 使用场景 | 企业年金咨询,养老方案设计,保险经纪合作 |
|---|---|---|---|
| 设立背景 | 公司要拓展退休和经纪业务,靠现有团队不够用,得招人一起干。 | ||
| 核心职能 | 挖客户资源、谈成退休和经纪新单子、帮公司赚钱。 | ||
| 工作内容 | 找老客户要线索、自己约新客户、写方案材料、回客户消息、做宣传资料。 | ||
| 协作关系 | 跟退休顾问一起写方案,向销售团队和crd同步信息,带新人,常和同事分享经验。 | ||
职位描述:
职责描述:
we wish to appoint a number of business development consultants at various levels of experience from analyst to senior executive positions to work strategically alongside our existing team of experienced consultants for services via our consulting and broking channel.
the successful candidate will be responsible for pursuing opportunities from our large client base and business connections to secure profitable retirement and new broking business.
client
• generate leads from existing wtw client base and business connections
• self-generate prospect activities and build / maintain trust relationship with prospects
• actively identify opportunities across various business lines to capitalize selling opportunities
• prepare winning proposal and presentation material, with help from other wtw retirement consultants.
• liaise and maintain key relationships with key players in the market, to maintain up-to-date knowledge of the retirement landscape and relevant pension products and services offered by insurance and other pension providers
• attend day-to-day enquires from new clients/prospects
• assist in the development of marketing material
financial
• drive a proven sales process that meets and exceeds sales targets
people
• work with the selling team members and crds to approach the prospect on coherent basis
• train junior associates and provide coaching needed
• share knowledge and information with other wtw colleagues on regular basis
excellence
• follow wtw code of conducts and conduct business in a professional way
• develop and maintain templates and knowledge database
• proven track record new business sales
职位要求:
• over 5 years’ working experience in retirement consulting, service provider or brokerage industry
• excellent communicator with strong negotiation and influencing skills
• ability to work in a team environment
• enthusiasm, self-motivated, organized and self-disciplined-good at managing own time and tasks.
• ability to build strong relationship and have excellent networking skills.
• achievement and results focused – likes working to targets, sets and works to priorities.
• motivated by challenges and the desire to success for others as well as self.
• eligible to obtain pension broking or other intermediary licenses immediately
• excellent english and mandarin speaking and writing skills.
retirement business development consultant岗位职责要求:secretary秘书
| 适配人群 | 总裁办秘书,高管助理,executiveassistant | 使用场景 | 高管日程,会议统筹,宾客接待 |
|---|---|---|---|
| 设立背景 | 老板太忙了,日程乱七八糟,没人理会议冲突,得有人盯着 | ||
| 核心职能 | 管老板日程、传话、收材料、招待客人、帮搞大事 | ||
| 工作内容 | 调会议时间、发通知、整文件、订酒店、接人送人、填表格 | ||
| 协作关系 | 跟各部门助理约时间,听总裁安排,和hr财务跑流程,帮总监们催事 | ||
岗位职责:
- 管理公司高管工作日历,协调安排各部门会议
- 及时与下属各部门及公司内其他部门沟通,上传下达各项指令和信息
- 支持相关文件准备、审阅、管理,收集所需信息,并进行汇总和分析
- 安排和接待重要内外宾客
- 协助公司重大事物安排和协调
- 其他交办的相关事务
任职资格:
- 本科或以上学历,英文或文秘相关专业,有相关经验更佳
- 形象、气质佳,普通话发音清晰,请提供生活照一张
- 良好的英文口语和书面表达能力,熟练操作excel、word等办公软件;
- 有较强的沟通和执行能力,能独立而完整地处理日常事务
- 服务意识和责任心强,工作耐心细致,能承受较大工作压力
responsibilities:
executivesupport
- manage senior management’s calendar and arrange internaland external meetings with cross-functional teams
- support document filing, review, and management
- coordinate with executive’s direct reports to driveproject deadlines
- other administrative support if needed
businessreception
- work closely with functional teams to arrange and managevisitors’ meeting agenda
- arrange and coordinate travel plan for domestic andforeign visitors including hotel reservation, transportation arrangement, andgift purchasing
business operation
-support corporate event planning including travel arrangement and meetingcoordination
basic qualifications:
- college degrees with relevant experience
- fluent in mandarin and good command of written and oral english, tem-8 orequivalent is a plus
- proficient computer skills (power point, excel, word) to generate highquality of work
- strong multi-task capability and ability to work under pressure in afast-paced and matrix environment, attention to details
- passionate about work with the can do and must do better mindset,professional and proactive attitude
retirement business development consultant岗位职责要求:interpreter
| 适配人群 | 数据科学负责人,首席分析官,分析团队管理者 | 使用场景 | 市场战略落地,产品变革实施,数据驱动决策 |
|---|---|---|---|
| 设立背景 | 市场需要有人管数据分析和数据计划,得有首席分析官角色来推动落地。 | ||
| 核心职能 | 管市场数据分析计划执行,推现有产品落地,搞本地化创新,找新数据源。 | ||
| 工作内容 | 做联合业务计划、当领导的数据顾问、编年度数据计划、管预算、做变革管理、带团队成长、搞1-2个本地新方法。 | ||
| 协作关系 | 跟市场总经理、财务、cd副总裁一起定重点;向他们汇报;帮数据科学家团队对接业务需求;和itib协调资金。 | ||
职责描述:
owns the delivery of the analytics and data plan for the market (asking as the chief analytics officer for the market), including landing of existing analytic products (including change management plan), co-creation of analytic innovations, and acquisition of new data that is market specific.
partners with market general manager, finance, and cd vps to align to top analytics and data priorities for the market; ensures funding sufficiency from the market and / or itib.
translates requirements to and insights from the in-market data scientist team needed to address opportunities.
1.delivery of the total joint business plan priorities between the team and the market gm / cd leader
2. serve as the trusted data and analytics consultant for the leaders who provides products-solutions that rapidly solve for business issues
3. development of the annual analytic and data market plan with funding sufficiency from the market and itib (if innovation)
4. own delivery of the budget (ensure no over-underspends)
5. own the change management required to ensure landing of products
6. ensure the career development of the in-market data scientist team as a talent pipeline into the cluster hubs.
7. accountable for innovating at least 1-2 new data and analytic methodologies driven by local needs which feed into global product pipeline
任职要求:
• m.b.a. in a relevant field (business analytics, operations research), or phd, m.s. in a relevant technical field (operations research, computer science, statistics, business analytics, econometrics, or mathematics)
o overall experience of 8-10 years preferred
• strong track record of working with senior business leadership (vps ) to drive definition, alignment, and support for application of analytics and data to address complex business issues (e.g. centralization of promotion spending decisions)
• ability to rapidly connect match analytics and data products to business needs
o expert knowledge in statistics (regression, clustering, random forrest, decision trees, optimization, time series, probability, and other related advanced methodologies)
o working knowledge of an analysis tool such as angoss, knime, spotfire, microsoft powerbi, and tableau
o working knowledge and basic skills to code in r, r shiny, and microsoft azure machine learning
o working knowledge to apply microsoft azure and cortana to develop scaled analytic models in the cloud
• ability to manage multiple requests and priorities simultaneously in a highly vuca and competitive market
• passion for empirical research and for answering hard questions with data
• ability to apply an agile analytic approach that allows for results at varying levels of precision
• ability to communicate complex quantitative insights in a precise, and actionable manner
