Evergreen Asesoría Digital (San Luís de la Paz, Guanajuato)
Core
Welcome client to the branch, assist with financial operations, provide guidance, and drive sales of financial products.
Role type
Frontline sales and client service associate
Builds
Financial products and services for retail clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Active listening, needs detection, sales of intangible products, client guidance, referral management
Preferred skills
Degree in economic/administrative areas, experience with commission-based schemes, experience with objective-based work