Business, Finance & Consulting × Required Skills: Life Planning
3 matching jobs found.
Life Insurance Solicitor
Sales position that proposes life insurance products to individuals and corporations, handles contract procedures, and provides after-sales service.
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.