Contract Document Preparation × Keywords: Customer Acquisition
3 jobs found.
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.
Insurance Agent
A sales position that proposes the optimal insurance products to customers and mediates contract procedures.
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.