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
Preferred skills
None stated
Technologies
None stated
Responsibilities
Advise customers on savings, investment, and insurance products; promote cross-selling; counsel on credit benefits and responsibilities; implement collection strategies; open and grow customer accounts; conduct field prospecting and cold calling for payroll and pension credits; maintain product knowledge and certifications.
Seniority
Individual Contributor