CareerPlan

Asesor Financiero - Lunes a Viernes

MéxicoFull-time2026-10-19
On-site

Core

Prospecting clients, providing financial advisory, and building trust relationships to meet commercial targets.

Role type

Field financial advisor (sales)

Builds

Client relationships and commercial results

Domain

Financial services

Deliverable

client delivery

Required skills

prospecting, client advisory, relationship building, sales orientation, goal orientation

Preferred skills

experience in sales, customer service, financial services, commercial areas

Responsibilities

prospect clients, provide advisory services, develop trust relationships with clients, follow up and meet commercial targets