Proactive × Classification Details: Financial and Insurance Sales Representatives
11 jobs found.
Field Staff (Bank)
Sales position that visits customer sites to propose and sell bank products and services, aiming to expand transactions.
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 Field Representative
Bank field representatives visit individual and corporate customers to propose and sell financial products such as deposits, loans, and foreign exchange, while also responding to consultations on asset management and fund procurement.
Bank External Affairs Officer
Bank external affairs officers propose and sell financial products such as deposits, loans, and investment products to individual and corporate customers, and build and maintain relationships with customers as sales professionals.
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 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 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.
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.
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.
Insurance Agent
A sales position that proposes and sells life insurance and casualty insurance products to customers, handling everything from contract procedures to after-sales follow-up.