Asesor Comercial Multicanal AFP
Core
Multichannel sales advisor for pension funds (AFP), responsible for prospecting, consulting, and closing sales of financial products.
Role type
Senior sales advisor (financial services)
Builds
Pension fund products and financial security solutions
Domain
Financial services / Pension funds
Deliverable
client delivery
Required skills
consultative sales, client retention, financial sector experience, CRM proficiency, result orientation
Preferred skills
multichannel sales management, negotiation, digital lead handling
Responsibilities
Manage sales via phone and email using provided databases and detecting new opportunities; Contact clients and digital leads who requested advice or did not complete the online process; Close sales through effective negotiations to ensure transfer completion; Schedule and follow up with interested parties; Record daily progress and results in CRM; Provide continuous training on key products and content; Manage sales across in-person, virtual, and phone channels; Deliver value proposition and advise clients based on needs