BANAMEX Asesor Previsional
Core
Entry-level advisory role focused on prospecting, scheduling appointments via telemarketing, and providing personalized financial advice to clients to meet sales targets.
Role type
Junior financial advisor (sales & advisory)
Builds
Financial products and services for individual clients
Domain
Financial Services / Consumer Banking
Deliverable
product features
Required skills
Prospecting, Telemarketing, Client needs analysis, Sales closing, Strategic planning, Financial product promotion, Written communication, Oral communication
Preferred skills
Prior experience in consultative sales, Degree in economic/administrative fields, Empathy, Service orientation, Frustration tolerance, Cognitive ability, Contact generation
Responsibilities
Prospecting and searching for clients, Scheduling appointments via telemarketing, Personalized client advisory, Follow-up and sales closing, Visiting client workplaces, Developing strategies to meet goals, Achieving or exceeding job and company objectives