Asesor Financiero Afore Banamex
Core
Provide comprehensive financial advice and sales support for retirement products and services to clients and prospects.
Role type
Financial Advisor (Retirement Planning)
Builds
Retirement savings plans and financial products
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Consultative sales, prospecting, appointment setting, personalized financial advice, sales closing, strategic planning, relationship building, written communication
Preferred skills
Experience in financial product promotion, experience in retirement fund (Afore) industry
Responsibilities
Prospecting and client acquisition, scheduling appointments via telemarketing, personalized client advisory, sales follow-up and closing, visiting client workplaces, developing strategies to meet targets, achieving sales goals
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