Asesor Previsional Afore — Prospección y Cierre de Ventas

Banamex; Chihuahua; On-site; MXN 180,000 - 260,000; Full time

Job summary

Citi in Mexico seeks an Afore Previsional Advisor to provide comprehensive guidance to clients and prospects, offering options aligned with their needs within the assigned district and coordinating with the broader advisory team.

The intern role focuses on building knowledge and skills, including client outreach, personalized consultations, and meeting regulatory requirements while supporting sales and service objectives.

Qualifications

• Bachelor’s/University degree or equivalent; master’s degree the following year
• 1 year of experience in promotional sales of financial products or department store sales
• 3+ years in Afore or advisory of financial products
• Recent graduates in economics/administrative or engineering with no experience
• Minimum 1 year experience in promotion and sales advisory, desirable in financial products
• Desirable with 3+ years in Afore.

Responsibilities

• Prospecting and client outreach
• Scheduling appointments via telemarketing
• Personalized advisory to clients identifying their needs
• Follow-up and close of sales
• Approach to target clients through a value proposition
• Visits to workplaces
• Develop strategies to meet targets
• Meet or exceed job and company goals

Skills

Oral communication

Afore advisory experience

Proactive with results

Empathy

Service orientation

Frustration tolerance

Cognitive ability

Promotion of financial services

Client advisory/consultations

Networking

Writing

Education

Bachelor’s/University degree or equivalent

3+ years in Afore/advisory in financial products

Recent economics/administrative or engineering grad with no experience

Job description

Citi in Mexico seeks an Afore Previsional Advisor to provide comprehensive guidance to clients and prospects, offering options aligned with their needs within the assigned district and coordinating with the broader advisory team.

The intern role focuses on building knowledge and skills, including client outreach, personalized consultations, and meeting regulatory requirements while supporting sales and service objectives.