Presentation Skills × Career Path: Financial Planner
3 jobs found.
Financial Planner
A professional who utilizes specialized knowledge in asset management, insurance, taxes, pensions, inheritance, etc., for individuals and corporations to propose asset planning and risk countermeasures based on the customer's life plan.
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.
Recurring Investment Counter Staff
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.