Asesor Financiero y atención al cliente - Desncasa fines de semana / Lunes a Viernes
On-site
Core
Financial advisor and customer service role focused on acquiring new clients, guiding them on retirement savings systems, and closing commercial opportunities.
Role type
Financial advisor and customer service representative
Builds
Retirement savings products and financial education services
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Client acquisition, financial education, sales closing, customer service
Preferred skills
Sales experience, customer service experience
Responsibilities
Develop strategies for acquiring new clients, ensure correct orientation to clients fostering financial education, drive commercial deal closures, provide quality customer service