Espec Select One
Core
Serve as the primary expert for clients in the early stages of the Select journey, focusing on digital premium experiences with a target of up to 1,500 clients.
Role type
Senior individual contributor financial sales specialist
Builds
Digital sales of credit, investment, and low-complexity insurance products
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Advanced customer experience knowledge, consultative sales, digital tool proficiency, remote service delivery, digital channel mastery, customer journey expertise, financial product knowledge
Preferred skills
None stated
Technologies
Chat, video, app, digital portfolio
Responsibilities
Engage clients 100% digitally (chat/video/app), update clients on Select portfolio benefits, execute consultative sales of credit/investments/insurance, collect and update data, resolve remote demands, maintain familiarity with Santander digital solutions
Seniority
Senior, hands-on IC