Financial Planner × Classification Details: Sales and Marketing Occupations

3 jobs found.

Insurance Agent

A sales position that proposes and sells life insurance and casualty insurance products to customers, handling everything from contract procedures to after-sales follow-up.

Insurance Broker

A professional who compares and proposes products from multiple insurance companies and mediates customer contract procedures.

Recurring Investment Counter Staff

A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.