Field Sales × Recommended Skills: Financial Planning
7 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.
Ceremonial Mutual Aid Membership Recruiter
Sales position that recruits members for ceremonial mutual aid societies and proposes and contracts service plans.
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.
Shinkin Bank Field Representative
Shinkin Bank Field Representatives identify customers' financial needs through field activities at shinkin banks and propose and sell financial products such as deposits, loans, and asset management as sales positions.
Life Insurance Sales Representative
A sales position that proposes and sells life insurance products to individuals and corporations, handling everything from contract execution to aftercare. Performs risk management and coverage design tailored to the customer's life plan.
Independent Financial Advisor (IFA)
A professional who supports customers' asset management and life planning from a neutral position independent of financial institutions and proposes the optimal financial products.