Financial and Insurance Sales Representatives X Required Skills: Contract Document Preparation
4 matching jobs found.
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.
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.
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.
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.