Financial Planner × Recommended Skills
4 matching jobs found.
Presentation Skills (3)
English Document Reading (2)
Basic Marketing Knowledge (1)
CRM Tools (1)
CRM Utilization (1)
Communication Skills (English) (1)
Document Creation (1)
Excel (Advanced) (1)
FP Certification (1)
Financial Planning (1)
Financial Planning Knowledge (1)
Financial Planning Skills Technician (1)
Marketing Knowledge (1)
Sales (1)
Understanding of Insurance-Related Laws and Regulations (1)