Partnership Business Sales Planning Group – Associate / Assistant Manager (#609)

提携事業営業企画Gは、他生保との提携ビジネスを通じて、アクサ生命の成長に大きく貢献できる可能性がある部署です。

その業務の遂行においては、ディストリビューション・IT・カスタマーサービス・商品開発等の社内各部門にとどまらず提携先本社部門とも協働するため、会社業務全般に関する専門性の高い知識や高い業務遂行能力を身につけることができます。

1 提携ビジネスの事務企画・業務インフラ構築営

　（各種マニュアル・ツールの企画・開発/各種システム・データインフラの保守・管理・利用/帳票物流インフラ管理/各種プロジェクト参画など）

2 営業推進

　（販売施策の企画・実行・分析/研修教材作成など）

3 業績管理・レポーティング

　（営業予算の策定・トラッキング/社内業績レポーティング）

【求めるスキル・経験/ Required Skills and Experiences 】

1．生命保険会社の本社/本部での実務経験

2．中級以上のPCスキル(Excel/Word/Power Point)　

     ※Excel(関数/ピボットテーブル/データ利用)

3．生保関連知識(商品・法令)

4.  社内外の関係者とのコミュニケーションスキル

5．生命保険

業経験があれば尚可

6．募集資料/研修教材制作経験があれば尚可

The Partnership Business Sales Planning Group is a department with significant potential to contribute to the growth of the company through partnership businesses with other life insurance companies.

In carrying out these responsibilities, you will collaborate not only with various internal departments such as Distribution, IT, Customer Service, and Product Development, but also with the head office departments of partner companies. This provides an opportunity to develop highly specialized knowledge of the company’s overall business operations as well as strong business execution capabilities.

Main Responsibilities

1. Administrative Planning & Business Infrastructure Development for Partnership Businesses

• Planning and developing various manuals and tools.
• Maintenance, management, and utilization of various systems and data infrastructure.
• Management of document/form logistics infrastructure.
• Participation in various projects.

2. Sales Promotion

• Planning, executing, and analyzing sales initiatives.
• Creating training materials and related educational content.

3. Performance Management & Reporting

• Preparing and tracking sales budgets.
• Internal performance reporting.

Required Skills and Experience

• Practical work experience at the head office/corporate headquarters of a life insurance company.

• Intermediate or higher-level PC skills (Excel, Word, PowerPoint).
  • Excel: Experience with functions, pivot tables, and data utilization/analysis.
• Knowledge related to life insurance, including insurance products and relevant laws/regulations.
• Strong communication skills with internal and external stakeholders.
• Experience in life insurance sales is a plus.
• Experience creating sales/recruitment materials or training/educational materials is a plus.