Job Description:
【楽天インシュアランスプランニングについて】
・楽天保険グループ(楽天生命、楽天損保、楽天ペット保険)のWEBマーケティングを統括し ており、楽天の持つビッグデータやテクノロジーを駆使して、戦略の立案から実行までを担って いる会社です。
・楽天グループの「楽天エコシステム」を活用し、課題解決のための保険ソリューションの提案・販売や、楽天グループ内外の企業との戦略的なアライアンスの推進など、楽天グループのアセットを最大限に活用しつつ、保険ソリューション・サービス事業を展開しています。
・「楽天保険の総合窓口」として楽天生命保険、楽天損害保険のコールセンター業務を行っております。契約に関するお手続きや、ご意見、ご質問への回答など、楽天保険グループのあらゆる商品をワンストップサービスで提供しており、日本の保険サービスの改革を目指しております。
【部署・サービスについて】
今回募集するアライアンス推進二部では、乗合代理店として、生損保合わせた主にオンライン面談を通じた募集活動全般を行っております。
楽天会員の方が「保険の無料相談」希望された場合にご要望にあった保険をご提案する業務です。( 保険相談を希望された方の対応が主となります。)
また、楽天経済圏を活用しウェブマーケティングを行い、保険相談希望客の集客を行います。
楽天のブランドと集客力を活用した取り組みを自ら仕掛けていくことで保険相談ビジネスの大きな伸長が期待できます。
【業務内容】
・保険代理店営業部門での保険募集
(生命保険募集がメインで、形式はZoom面談が主です。)
・募集行為に係る事務手続き
・保険相談希望のお客様の集客(企画・運用)
・Webサイトの企画、運営(企画・改善)
・共同募集の運営
・営業活動報告
・マネーセミナーの運営(営業・運営)
【必須要件】
「生命保険募集」業務経験3年以上
・生命保険募集人資格
・損害保険募集人資格
・Excel、Word、PowerPointの基本的な操作
【歓迎要件】
・変額保険販売資格
・外貨建保険販売資格
・証券外務員1種
・証券外務員2種
【募集要項】
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