Good Listener × Recommended Skills: Financial Planning
5 jobs found.
Financial and Insurance Sales Representative
Financial and insurance sales representatives propose and sell financial and insurance products to customers, supporting asset management and risk management.
Securities Company Counter Clerk
Securities company counter clerks provide face-to-face proposals and sales of financial products, as well as after-sales service to customers at stores (branches), supporting customers' asset management.
Life Insurance Sales Representative
A sales position that proposes and sells life insurance products to individuals and corporations, handling everything from contract execution to aftercare. Performs risk management and coverage design tailored to the customer's life plan.
Life Insurance Agency Owner
Life Insurance Agency Owners propose and sell life insurance products tailored to customers' life plans, provide post-contract follow-up, and manage agency operations as business owners and salespeople.
Insurance Broker
Profession that compares and proposes products from multiple insurance companies, intermediating the optimal insurance plan for customers' risk needs.