Faster chat, better deals — Get the App

Financial Advisor

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelHigh School Diploma

Description

**Job Objective** Ensure an excellent customer experience by selling credit products and services to build long-term relationships. **Main Responsibilities** * Advise customers on the various credit products and services offered by Banco Azteca, promoting cross-selling. * Or advise customers on the benefits and responsibilities associated with a credit, identifying needs to facilitate new credit placements. * Update all customer data in the system during each visit or contact, at least once per year. * Process credit applications accurately to avoid payment delays and prevent fraud. * Stay up-to-date and trained on the products and services we offer. * Promote products outside the point of sale. * Monitor productivity indicators. * Treat customers with respect and exceed their expectations to encourage repeat business and referrals. **Ideal Candidate Profile** * Strong verbal communication skills. * Experience managing personnel. * Experience interpreting financial indicators. * Enjoys interacting with customers. * One year of experience placing financial products. * Numerical aptitude. * Knowledge of credit sales and telephone collections. * Experience in field prospecting/customer outreach (cambaceo). * Availability to rotate shifts and work weekends. * Integrity in performing job duties. **Location** * Capilla de Guadalupe, Jalisco **Value Proposition** * Weekly commissions. * Statutory benefits: Vacation starting at 12 days per year, vacation bonus of 25% annually, Christmas bonus of 15 days per year—increasing according to seniority. * Working conditions: 8-hour daily schedule from Monday to Saturday. * Life insurance, increasing in line with earnings and seniority. * **Job Benefits:** Training plan tailored to the position and personal skill development. Enrollment in government programs to complete high school education. Partnerships with universities to continue your studies. * **Financial Benefits:** Payroll advance. Access to a credit card. Discounts starting at 10% on products purchased at Elektra and Salinas \& Rocha stores, available for cash purchases from day one and for credit purchases after 9 months of service. Preferential-rate personal loans available after 2 years of service. Currency exchange. Investment accounts. Savings account. * Services: Access to nutritionists, psychologists, dentists, libraries, health improvement contests and programs, guidance and support for personal achievements, family milestones, and important celebrations. * Promotions and partnerships for you and your family: Discounts at gyms, cinemas, entertainment centers, concerts, restaurants, department stores, optical shops, laboratories, clinics, schools, language institutes, universities, airlines, travel agencies, automotive dealerships, and daycare centers. Or dare to join our team! Send your application or CV to the following number and schedule your interview: **395 1023320** **IMMEDIATE HIRING**

Some content was automatically translated

Posted by

Juan García

Indeed · HR

Location

Juan García

Indeed · HR

Similar jobs

Financial Advisor job by Indeed in 2026 | ok.com