Financial Product Knowledge × Personality Traits: Persuasive

4 jobs found.

Financial Broker

A professional who acts as an intermediary between clients with funding needs from investors or companies and funding providers to establish transactions.

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

A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and acts as an intermediary in transactions.

Securities Representative

A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and provides asset management advice.