Asesor Financiero Afore Banamex
Core
Provide comprehensive financial advice and sales support to clients and prospects, focusing on retirement planning and financial products.
Role type
Financial Advisor (Retirement Planning)
Builds
Retirement plans and financial services for individual clients
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Consultative sales, client prospecting, appointment scheduling, personalized financial advice, sales closing, value proposition development, financial product promotion, contact generation, written communication
Preferred skills
Experience in Afore (retirement fund) operations, experience in departmental store sales
Responsibilities
Prospecting and searching for clients, scheduling appointments via telemarketing, providing personalized client advice, following up and closing sales, visiting client workplaces, developing strategies to meet targets, achieving sales goals