Asesor Financiero Playa del Carmen
Core
Provide personalized financial advice on insurance and asset protection solutions to individuals and new businesses to help them achieve financial goals.
Role type
Financial Advisor (Sales)
Builds
Insurance and asset protection products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Sales, Customer service, Financial product knowledge
Responsibilities
Identify client financial needs, Offer personalized financial solutions, Manage and grow client portfolio