Asesor en Entrenamiento / Principal Afore
Core
Prospecting and managing a client portfolio to promote voluntary savings habits and increase individual account contributions for financial security.
Role type
Senior sales advisor (financial services)
Builds
Client relationships and voluntary savings accounts
Domain
Financial services / Pension funds (Afore)
Deliverable
client delivery
Required skills
Prospecting, client relationship management, executive alliance building, corporate penetration strategies, specialized financial advice, regulatory compliance, sales techniques, financial market knowledge, Afore market knowledge, negotiation, results orientation
Preferred skills
Bachelor's or Technical degree, Administration degree, 6+ months in sales/customer service/financial promotion, executive presence, assertive communication, ability to work under pressure
Technologies
Office, Tablet, Smartphone