# 外商銀行通路_銀行保險顧問(竹苗區)

**Company**: Prudential
**Location**: Taichung City
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://prudential.wd3.myworkdayjobs.com/en-US/prudential/job/Taichung-City/---_26080271?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_bffbc289-722

## Description

Prudential is seeking a 銀行保險顧問(竹苗區) to join their team.

The role involves:

- 教育訓練: providing training on new products and sales techniques

- 行政協助: assisting sales personnel with new contract inquiries, policy servicing, and regulatory compliance

- 業務輔導: executing projects, conducting marketing activities, and coaching sales personnel

Requirements:

- Bachelor's degree or higher in a related field (insurance, risk management, finance)

- At least 2 years of experience in life insurance sales, bank insurance, or wealth management

- Professional knowledge of insurance, wealth management, and taxation

- Proficiency in creating presentation materials and delivering training sessions

Certifications required:

- 人身保險

- 投資型保單

- 外幣收付非投資型保險商品

Additional certifications in 理財規劃 or 信託 are preferred.

## Skills

### Required
- insurance
- wealth management
- taxation
- presentation skills

### Nice to have
- 理財規劃
- 信託

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Source: [Apply at prudential.wd3.myworkdayjobs.com](https://prudential.wd3.myworkdayjobs.com/en-US/prudential/job/Taichung-City/---_26080271?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)