Sales and Marketing Occupations X Recommended Skills: Financial Planning
17 matching jobs found.
Membership Rights (Certificate) Salesperson
Sells membership rights to membership facilities such as golf courses, resort clubs, and sports clubs, proposing plans tailored to customer needs from contracts to follow-up.
Fire Insurance Agent
Fire insurance agents propose and sell fire insurance contracts for homes, stores, factories, etc., and provide follow-up after contracts.
Ceremonial Mutual Aid Membership Recruiter
Sales position that recruits members for ceremonial mutual aid societies and proposes and contracts service plans.
Bank External Affairs Officer
Bank external affairs officers propose and sell financial products such as deposits, loans, and investment products to individual and corporate customers, and build and maintain relationships with customers as sales professionals.
Financial and Insurance Sales Representative
Financial and insurance sales representatives propose and sell financial and insurance products to customers, supporting asset management and risk management.
Housing Exhibition Salesperson
Housing exhibition salespeople guide visitors at exhibition halls operated by housing manufacturers and handle sales roles from proposing housing plans to closing contracts.
Securities Company Counter Clerk
Securities company counter clerks provide face-to-face proposals and sales of financial products, as well as after-sales service to customers at stores (branches), supporting customers' asset management.
Consumer Finance Sales Representative
Consumer finance sales representatives handle sales roles from proposing and contracting personal financing products (card loans, cash advances) to following up on repayments.
Shinkin Bank Field Representative
Shinkin Bank Field Representatives identify customers' financial needs through field activities at shinkin banks and propose and sell financial products such as deposits, loans, and asset management as sales positions.
Life Insurance Sales Representative
A sales position that proposes and sells life insurance products to individuals and corporations, handling everything from contract execution to aftercare. Performs risk management and coverage design tailored to the customer's life plan.