Asesor Financiero y de Seguros Inbursa
Core
Sales agent role focused on advising clients on insurance and financial products, promoting sales, and prospecting new customers.
Role type
Sales agent (insurance and credit cards)
Builds
Insurance policies and credit card accounts for individual clients
Domain
Financial services (insurance and banking)
Deliverable
client delivery
Required skills
sales, prospecting, client relationship management, negotiation, financial product knowledge
Preferred skills
experience in the financial sector, flexibility, self-organization
Responsibilities
Advise clients on insurance and financial products, promote insurance and credit cards, prospect for new customers, follow up with prospects and clients, maintain a client portfolio, meet sales targets