Financial Planning × Personality Traits: Proactive
8 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.
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.
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.
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.
Land and Building Salesperson
A professional who mediates the sale and rental of land and buildings, proposes appropriate properties to customers, and handles contract procedures and important matter explanations.
Insurance Agent, Insurance Broker
Profession that sells insurance products, proposes insurance plans tailored to customers' risk needs, and handles contract procedures.
Condominium Sales Broker
A sales position that connects condominium sellers and buyers, supporting planning, negotiations, and contract procedures until the transaction is completed.