CareerPlan

Asesor financiero pensionados IMSS - Lunes a Viernes

MéxicoFull-time2026-10-12 → 2026-10-13
On-site

Core

Financial executive role focused on strategic planning for acquiring new clients, commercial closing, and portfolio follow-up for retired IMSS members.

Role type

Financial sales executive

Builds

Client acquisition and commercial opportunities for a financial services firm

Domain

Financial services / Retirement planning

Deliverable

product features

Required skills

Strategic planning, client orientation, commercial closing, telemarketing, field visits

Preferred skills

Sales experience, customer service, debt collection

Technologies

None stated

Responsibilities

Generate strategic plans for new client acquisition, ensure correct client orientation, drive commercial closing, ensure client satisfaction, telemarketing portfolio follow-up, field visits

Seniority

Individual contributor