Flexitime × Recommended Skills: Financial Planning
9 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.
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.
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.
Managing Director (Organization)
An executive position in the board of directors of a corporation or organization responsible for formulating management policies and organizational operations.
Tax Clerk
An administrative role responsible for a company's or organization's tax affairs, assisting with the preparation of tax returns, tax payment procedures, and compliance with tax laws.
Life Insurance Agency Owner
Life Insurance Agency Owners propose and sell life insurance products tailored to customers' life plans, provide post-contract follow-up, and manage agency operations as business owners and salespeople.
Land and Building Salesperson
A professional who mediates the sale and rental of land and buildings, proposes appropriate properties to customers, and handles contract procedures and important matter explanations.
Insurance Claims Payment Clerk
Clerical role that accepts insurance claims from customers based on insurance contracts, conducts document review and assessment, and handles payment processing.