Manager × Recommended Skills: Financial Planning
6 jobs found.
Fire Insurance Agent
Fire insurance agents propose and sell fire insurance contracts for homes, stores, factories, etc., and provide follow-up after 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.
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.
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.
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.