Asesor Previsional Afore: Finanzas y Prospección

Banamex; Estado de México; On-site; MXN 180,000 - 240,000; Full time

Benefits offered by this job

Career development opportunities

Job summary

Banamex seeks an entry-level Asesor Previsional Afore to provide comprehensive advisory services to clients and prospects, delivering financial product options aligned with needs and coordinating with the advisory team to meet district targets.

The role emphasizes initial training in Citi's groups, focusing on core competencies across the four functions, with responsibilities spanning prospecting, appointment setting, and client consultation.

Qualifications

• Strong communication and analytical abilities.
• Clear written and verbal communication.
• Team collaboration to meet client objectives.
• Creative problem solving and attention to detail.

Responsibilities

• Prospect and advise clients.
• Schedule appointments via telemarketing.
• Provide personalized financial guidance to clients.
• Follow up and close sales.
• Reach target goals and develop value propositions.

Skills

Communication skills

Analytical skills

Oral and written communication

Cooperation

Problem solving

Education

Bachelor's degree or equivalent

Job description

Banamex seeks an entry-level Asesor Previsional Afore to provide comprehensive advisory services to clients and prospects, delivering financial product options aligned with needs and coordinating with the advisory team to meet district targets.

The role emphasizes initial training in Citi's groups, focusing on core competencies across the four functions, with responsibilities spanning prospecting, appointment setting, and client consultation.