Proactive × Recommended Skills: Financial Planner Qualification
4 jobs found.
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.
Casualty Insurance Agency Owner
Owner/representative who proposes and sells casualty insurance products to individuals and corporations, handling everything from contract procedures, maintenance operations, to insurance claim responses.
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.
Post Office Outreach Sales Officer (Savings Operations)
A job that handles post office savings operations, visiting customers to propose savings products and handle contract procedures.