Recommended Skills > Financial Planning
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25 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.
Lending Section Chief (Bank)
A managerial position in a bank's lending department responsible for formulating lending policies, making credit decisions, managing credit risks, and supervising and guiding subordinates.
Ceremonial Mutual Aid Membership Recruiter
Sales position that recruits members for ceremonial mutual aid societies and proposes and contracts service plans.
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.
Branch Office Manager (Insurance Business)
As the operation manager of an insurance company's branch office (regional branch), comprehensively supervises the achievement of sales targets, staff guidance and development, business management, customer service, and more.
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.
Securities and Trust Savings Advisor (Securities companies, trust banks, etc.)
A profession that proposes and sells financial products such as securities and trust savings products according to the customer's asset status and needs.