Asesor Patrimonial Emprendedor: Planificación Financiera

Aras Consultores; Hermosillo; On-site; MXN 201,000 - 268,000; Full time

Job summary

Aras Consultores in Hermosillo, Sonora is seeking an Asesor Financiero de Ventas Retail to assist customers with financing options and credit applications, enabling purchases of higher-value items.

The role requires clear communication, a solid understanding of financial products, and a customer-first approach to streamline credit processes and ensure regulatory compliance within a retail setting.

Qualifications

• Strong communication skills and a customer-first approach.
• Solid understanding of financial products and credit terms.
• Experience in retail finance or credit applications preferred.

Responsibilities

• Advise customers on financing options and credit programs.
• Assist customers in completing credit applications accurately.
• Evaluate customer creditworthiness and provide recommendations based on financial policies.
• Explain terms and conditions of financing agreements clearly to customers.
• Process credit applications and liaise with financial

Skills

Strong communication skills

Understanding of financial products

Customer-first approach

Job description

About the Role

Our client is looking for a dedicated and trustworthy Asesor Financiero de Ventas Retail to join their team in Hermosillo, Sonora . This critical role involves assisting customers with financing options and credit applications to facilitate their purchases, particularly for higher-value items. The ideal candidate will possess strong communication skills, a solid understanding of financial products, and a customer-first approach. You will be responsible for explaining credit terms clearly, processing applications accurately, and ensuring compliance with all financial regulations. This position is crucial for removing financial barriers to purchase and enhancing the overall customer buying experience within the retail environment of Hermosillo . If you have a background in finance or sales with a focus on credit, this is an excellent opportunity to contribute to our client’s success.

Key Responsibilities

• Advise customers on available financing options and credit programs.
• Assist customers in completing credit applications accurately and efficiently.
• Evaluate customer creditworthiness and provide recommendations based on financial policies.
• Explain terms and conditions of financing agreements clearly to customers.
• Process credit applications and liaise with financial