2558
ตำแหน่งงาน : • Financial Service Executive
ระยะเวลา :
มกราคม 2558 ถึง
มีนาคม 2559
รายละเอียดงาน :
• Sell financial services to businesses and individuals. • Recommend certain sevices such as life insurance, retirement income, investments,and long-term care insurance. • Build relationships with clients and communities. • Provide solution for short and long-term financial goal. • Help clients achieve financial security. • Present products and services. • Determine client's financial needs and areas of improvement. • Determine security risks. • Develop prospects from current commercial customers, referal leads, and sales and trade meetings. • Negotiate sales agreements and contracts. • Take payments. • Prepare forms or agreemants. • Sell trusts, investments, and check processing services. • Determine future growth. • Advise customers regarding expected fluctuations. • Make presentations on financial services to groups in order to attract new clients • Use financial, tax economics and accounting skill to review client's personal data and recommend investment strategies that are appropriate to the client's goals. • Advise a client on whether to buy certain types of stocks, bonds and mutual funds • Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions. • Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested. • Solicit busciness, authorize loans, and direct the investment of funds, always adhering to Federal and State laws and regurations. • After sale services.