Financial and Insurance Sales Representatives X Required Skills

Financial Product Knowledge (12) Office Software (8) Basic PC Operation (7) Insurance Product Knowledge (7) Communication Skills (6) Contract Procedures (5) Listening Skills (5) Presentation Skills (5) Contract Document Preparation (4) Closing (3) Customer Needs Analysis (3) CRM Tool Operation (2) Contract Procedures (Legal Compliance) (2) Contract procedures (2) Credit Screening (2) Customer Management System Operation (2) Customer Needs Interviewing (2) Customer Negotiation (2) Life Planning (2) Listening and Proposal Skills (2) Loan Review (2) Negotiation Skills (2) Presentation (2) Presentation and Proposal Skills (2) Presentation skills (2) Proposal Creation (2) Proposal Document Creation (2) Proposal Preparation (2) Agency Management (1) CRM System Operation (1)