Strong Sense of Responsibility × Recommended Skills: Financial Planner Qualification
3 jobs found.
Securities Sales Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and acts as an intermediary in transactions.
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.