Financial Planning × Personality Traits: Patient
9 jobs found.
Membership Rights (Certificate) Salesperson
Sells membership rights to membership facilities such as golf courses, resort clubs, and sports clubs, proposing plans tailored to customer needs from contracts to follow-up.
Fire Insurance Agent
Fire insurance agents propose and sell fire insurance contracts for homes, stores, factories, etc., and provide follow-up after contracts.
Ceremonial Mutual Aid Membership Recruiter
Sales position that recruits members for ceremonial mutual aid societies and proposes and contracts service plans.
Housing Exhibition Salesperson
Housing exhibition salespeople guide visitors at exhibition halls operated by housing manufacturers and handle sales roles from proposing housing plans to closing contracts.
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.
Used Condominium Sales Agent
A sales position responsible for brokering the buying and selling of used condominiums, handling everything from property introductions to contracts.
Insurance Agent, Insurance Broker
Profession that sells insurance products, proposes insurance plans tailored to customers' risk needs, and handles contract procedures.