Learning Agility & Knowledge Acquisition × Required Skills: Life Planning
3 matching jobs found.
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.
Financial Planner
A professional who utilizes specialized knowledge in asset management, insurance, taxes, pensions, inheritance, etc., for individuals and corporations to propose asset planning and risk countermeasures based on the customer's life plan.
Insurance Sales Staff
Sales position that proposes and contracts life insurance and casualty insurance products to customers, providing risk management.