Asesor Financiero
Core
Sell savings, investment, and insurance products to generate long-term customer relationships.
Role type
Financial Advisor (Sales)
Builds
Customer accounts and financial product sales
Domain
Banking and Financial Services
Deliverable
product features
Required skills
Cross-selling, credit counseling, customer acquisition, Afore certification, field prospecting, shift work adaptability
Preferred skills
Financial product knowledge, goal orientation, honesty
Responsibilities
Advise customers on savings, investment, and insurance products; promote cross-selling; counsel on credit benefits and responsibilities; execute customer acquisition strategies; open and grow customer accounts; conduct field promotions; make calls for credit placement.
Seniority
Individual Contributor
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