CareerPlan

Agente de ventas

QuerétaroFull-time2026-11-03

Core

Promote financial products and services, provide advisory to potential clients, and maintain an active client portfolio for government workers.

Role type

sales agent

Builds

financial products and services

Domain

financial services

Deliverable

product features

Required skills

sales experience, client service, negotiation, proactive attitude, relationship building

Preferred skills

experience in the financial sector

Responsibilities

Promote products and services, provide advisory and follow-up to potential clients, identify business opportunities, develop and maintain an active client portfolio, track sales and meet commercial objectives