Financial and Insurance Sales Representatives X Recommended Skills: Financial Planner Qualification
6 matching jobs found.
Securities Sales Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and acts as an intermediary in transactions.
Securities Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and provides asset management advice.
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.
Life Insurance Solicitor
Sales position that proposes life insurance products to individuals and corporations, handles contract procedures, and provides after-sales service.
Insurance Salesperson
Sales position responsible for proposing insurance products such as life insurance and damage insurance to customers, handling plan design tailored to needs through to contract procedures.
Post Office Outreach Sales Officer (Savings Operations)
A job that handles post office savings operations, visiting customers to propose savings products and handle contract procedures.