Sales-Related Occupations X Recommended Skills: Financial Planning
7 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.
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.
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.
Insurance Agent, Insurance Broker
Profession that sells insurance products, proposes insurance plans tailored to customers' risk needs, and handles contract procedures.
Insurance Broker
Profession that compares and proposes products from multiple insurance companies, intermediating the optimal insurance plan for customers' risk needs.
Condominium Sales Broker
A sales position that connects condominium sellers and buyers, supporting planning, negotiations, and contract procedures until the transaction is completed.
Recurring Investment Counter Staff
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.