经代事业部负责人

ShanghaiFull-timePosted Aug 6, 2026

岗位基本描述:

全面负责公司经代渠道业务整体经营与管理工作,统筹经代渠道战略规划、渠道开拓维护、团队搭建管理、产品推动、培训体系建设及合规风控等全维度工作,带领团队完成公司下达的各项业务经营指标,推动公司经代业务规模化、规范化、高质量发展。

岗位职责:

  • 战略规划与目标管理:制定经代业务年度/季度发展规划,分解销售目标,监控业务达成进度,对经代业务整体业绩负责;
  • 渠道拓展与关系维护:开拓新经代合作渠道,维护现有渠道合作关系,提升渠道产能和合作深度;
  • 团队建设与管理:组建、培养并管理下辖4人团队,制定团队工作计划和绩效考核标准,提升团队整体战斗力;
  • 产品推动与支持统筹:统筹产品支持岗工作,确保经代渠道及时获得产品资料、销售工具及政策解读;
  • 培训体系搭建:统筹培训支持岗工作,设计并实施经代渠道分层分类培训计划,提升渠道专业销售能力;
  • 数据分析与决策支持:指导销售和数据分析支持岗进行业务数据监控、市场分析和经营报表输出,为管理决策提供数据支撑;
  • 合规风控管理:确保经代业务开展符合监管法规及公司内控要求,防范销售误导、违规展业等风险;
  • 跨部门协作:与产品、运营、合规、财务等部门协同,推动经代业务相关项目落地。

知识/技能/能力/学历:

教育背景:本科及以上学历,金融、保险、经济、管理等相关专业优先;

从业经验:5年以上保险行业经验,其中至少3年经代/代理渠道管理经验;有团队管理经验者优先;

专业知识:熟悉保险经代业务模式、监管政策;熟悉寿险/财险产品体系;

技能要求:熟练使用Office办公软件(Excel数据分析、PPT汇报);具备基础的数据分析工具使用能力;

素质要求:结果导向、抗压能力强、具备创新意识和业务敏感度、良好的职业道德和合规意识;

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Working Arrangement

Hybrid

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