Senior Advisor × Recommended Skills: CRM System Operation
2 jobs found.
Securities and Trust Savings Advisor (Securities companies, trust banks, etc.)
A profession that proposes and sells financial products such as securities and trust savings products according to the customer's asset status and needs.
Insurance Officer (Bank)
A job that proposes and sells life insurance and non-life insurance products tailored to customers' life plans at bank counters, and handles contract procedures and aftercare.