Financial and Insurance Sales Representatives X Recommended Skills: Presentation Skills
12 matching jobs found.
Field Staff (Bank)
Sales position that visits customer sites to propose and sell bank products and services, aiming to expand transactions.
Fire Insurance Agent
Fire insurance agents propose and sell fire insurance contracts for homes, stores, factories, etc., and provide follow-up after contracts.
Mutual Aid Solicitor (Agriculture and Fisheries Mutual Aid)
Sales position that promotes enrollment in mutual aid systems to customers engaged in agriculture and fisheries and makes proposals to prepare for risks.
Bank Customer Relations Officer
A sales position serving as bank counter staff or customer relations officer, proposing and selling deposits, loans, asset management products, etc., and building trusting relationships with customers.
Credit Card Membership Recruiter
Sales position at a credit card company, explaining card features and benefits to customers to acquire new members. Handles application guidance and contract signing via stores, visits, phone, etc.
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 Sales Representative
Proposes and sells credit sales products such as credit cards and loans to customers, handling sales roles from credit screening to contracts and receivables management.
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.
Agency Salesperson (Insurance Company)
Sales position belonging to an insurance company, proposing life insurance and non-life insurance products, concluding contracts, and providing follow-up through agencies.
Insurance Sales Staff
Sales position that proposes and contracts life insurance and casualty insurance products to customers, providing risk management.