Financial and Insurance Sales Representatives X Keywords: Customer Acquisition
3 matching jobs found.
Securities Sales Representative (Outside Duty)
A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.
Credit Union Field Staff
Credit union sales position responsible for new member acquisition, proposing financial products such as deposits and loans to existing members, and handling consultations.
Deposit Solicitor
Deposit solicitors at banks and other financial institutions propose deposit products such as ordinary deposits and time deposits to customers, handling everything from contract procedures to aftercare as sales roles.