Basic PC Operation × Classification Details: Financial and Insurance Sales Representatives

7 jobs found.

Credit Card Membership Recruiter

Sales position at a credit card company, explaining card features and benefits to customers to acquire new members. Handles application guidance and contract signing via stores, visits, phone, etc.

Securities Sales Representative (Outside Duty)

A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.

Consumer Finance Sales Representative

Consumer finance sales representatives handle sales roles from proposing and contracting personal financing products (card loans, cash advances) to following up on repayments.

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.

Savings Agent

Sales position involving new contracts for deposit products (ordinary deposits, fixed deposits, cumulative deposits, etc.) and ongoing proposals to existing customers.

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.

Deposit Solicitor

Deposit solicitors at banks and other financial institutions propose deposit products such as ordinary deposits and time deposits to customers, handling everything from contract procedures to aftercare as sales roles.