Initiative & Leadership × Recommended Skills: Financial Planning
15 matching jobs found.
Membership Rights (Certificate) Salesperson
Sells membership rights to membership facilities such as golf courses, resort clubs, and sports clubs, proposing plans tailored to customer needs from contracts to follow-up.
Fire Insurance Agent
Fire insurance agents propose and sell fire insurance contracts for homes, stores, factories, etc., and provide follow-up after contracts.
Lending Section Chief (Bank)
A managerial position in a bank's lending department responsible for formulating lending policies, making credit decisions, managing credit risks, and supervising and guiding subordinates.
Ceremonial Mutual Aid Membership Recruiter
Sales position that recruits members for ceremonial mutual aid societies and proposes and contracts service plans.
Bank External Affairs Officer
Bank external affairs officers propose and sell financial products such as deposits, loans, and investment products to individual and corporate customers, and build and maintain relationships with customers as sales professionals.
Housing Exhibition Salesperson
Housing exhibition salespeople guide visitors at exhibition halls operated by housing manufacturers and handle sales roles from proposing housing plans to closing contracts.
Branch Office Manager (Insurance Business)
As the operation manager of an insurance company's branch office (regional branch), comprehensively supervises the achievement of sales targets, staff guidance and development, business management, customer service, and more.
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.
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.