Asesor a financiero ventas
Core
Strategic financial advisor providing personalized advice to maximize client asset profitability while balancing risk and liquidity.
Role type
Financial sales advisor
Builds
High-value banking products, payroll portability, corporate loans, premium cards, and insurance
Domain
Financial services / Banking
Deliverable
product features
Required skills
Prospecting, high-value product placement, corporate visit management, client portfolio management, financial goal setting, verbal fluency, negotiation, target-oriented sales
Preferred skills
Experience in financial sector sales or brokering
Technologies
Banking product platforms
Responsibilities
Prospecting and placement of high-value banking products, managing corporate visits and branch attention, developing business through field prospecting, managing and deepening active client portfolios, focusing on productivity and financial profitability indicators
Seniority
Junior to Mid-level, hands-on IC