Communication Skills × Recommended Skills: Financial Planning
24 matching jobs found.
Consumer Finance Sales Representative
Consumer finance sales representatives handle sales roles from proposing and contracting personal financing products (card loans, cash advances) to following up on repayments.
Managing Director (Organization)
An executive position in the board of directors of a corporation or organization responsible for formulating management policies and organizational operations.
Shinkin Bank Field Representative
Shinkin Bank Field Representatives identify customers' financial needs through field activities at shinkin banks and propose and sell financial products such as deposits, loans, and asset management as sales positions.
Life Insurance Sales Representative
A sales position that proposes and sells life insurance products to individuals and corporations, handling everything from contract execution to aftercare. Performs risk management and coverage design tailored to the customer's life plan.
Life Insurance Agency Owner
Life Insurance Agency Owners propose and sell life insurance products tailored to customers' life plans, provide post-contract follow-up, and manage agency operations as business owners and salespeople.
Representative Member (Limited, Gomei, and Goshi Companies)
Representative member in limited companies, gomei companies, and goshi companies who represents the company, executes business operations, and bears responsibility in an officer-like position.
Land and Building Salesperson
A professional who mediates the sale and rental of land and buildings, proposes appropriate properties to customers, and handles contract procedures and important matter explanations.
Used Condominium Sales Agent
A sales position responsible for brokering the buying and selling of used condominiums, handling everything from property introductions to contracts.
Independent Financial Advisor (IFA)
A professional who supports customers' asset management and life planning from a neutral position independent of financial institutions and proposes the optimal financial products.
Insurance Claims Payment Clerk
Clerical role that accepts insurance claims from customers based on insurance contracts, conducts document review and assessment, and handles payment processing.