Post Office Outreach Sales Officer (Savings Operations)
ゆうびんきょくしょうがいえいぎょういん（ちょきんぎょうむ）
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales Representative Occupations
- Minor : Financial and Insurance Sales Representatives
Summary
A job that handles post office savings operations, visiting customers to propose savings products and handle contract procedures.
Description
Post Office Outreach Sales Officers (Savings Operations) visit individual and corporate customers to propose and contract products such as postal savings fixed deposits and accumulated savings. They assess customer needs to design optimal savings plans, support contract procedures, account openings, and deposit/withdrawal management. They also engage in new customer development and follow-up with existing customers to achieve sales targets, plan and execute visits using company vehicles, and collaborate with ATM and window staff. Building trust with customers and accurate contract processing are essential.
Future Outlook
With population aging and increasing asset management needs, demand for savings services is expected to remain stable. However, as online procedures become more widespread, the role of outreach sales will shift towards customer consultation, requiring enhanced expertise and proposal skills.
Personality Traits
Attention to detail / Good interpersonal skills / Honest / Proactive
Work Style
Career Path
Post Office Outreach Sales Officer (Junior) → Senior Outreach Sales Officer → Assistant Branch Manager (Office Management) → Sales Manager → Headquarters Planning and Product Development
Required Skills
Communication Skills / Customer Management / Financial Product Knowledge / Office Software / Presentation Skills
Recommended Skills
Financial Planner Qualification / Language Skills / Presentation (PowerPoint) / Sales Analysis / Time Management Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Because errors in contract documents can lead to trouble. |
| Communication Skills | Necessary for building trust and making proposals with customers. |
| Initiative & Leadership | To proactively develop customers independently. |
| Planning & Organization | To accurately plan visits and manage customers. |
| Stress Tolerance | To withstand the pressure towards achieving sales targets. |
Related Qualifications
- Ordinary Motor Vehicle Class 1 License
Aliases
- Postal Savings Sales Representative
- Savings Outreach Staff
Related Jobs
- Bank Outreach Sales Representative
- Insurance Sales Representative
- Post Office Window Clerk