Financial Advisor

Description

Job Summary: Bank Advisor for Banco Azteca in Toluca aims to ensure an excellent customer experience by selling savings, investment, and insurance products, and promoting cross-selling. Key Highlights: 1. Advise on financial products and promote cross-selling. 2. Customer prospecting and experience in field sales (cambaceo). 3. Professional development and continuous training. **Banco Azteca Plaza Santin Toluca** **Hiring Bank Advisors** **Immediate Hiring!** **Job Objective** Ensure an excellent customer experience by selling savings, investment, and insurance products to build long-term relationships. **Main Responsibilities** * Advise customers on Banco Azteca’s various savings, investment, and insurance products and services, promoting cross-selling. * Experience in sales or customer service. * Advise customers on the benefits and responsibilities associated with a loan. * Ensure proper implementation and execution of strategies related to deposit acquisition, insurance, AFORE, and payroll services. * Open deposit accounts with balances and grow customer balances. * Stay updated and trained on the products and services we offer. * Obtain certification as an AFORE Promoter Agent. * Field sales (cambaceo): promotion of products outside the point of sale. * Make calls to place payroll and pensioner loans. * Treat customers with respect and exceed their expectations to encourage repeat business and referrals. **Requirements** * Strong verbal communication skills. * Enthusiasm for interacting with customers. * Experience in placing financial products and providing savings, investment, and insurance services. * Knowledge of AFORES. * Goal- and objective-oriented. * Experience in field-based customer prospecting activities (cambaceo). * Availability to work rotating shifts and weekends. * Integrity in performing job duties. **Value Proposition** * Fixed weekly salary starting at: $2,000. * Weekly commissions of: $860 MXN. * Statutory benefits: Vacation starting at 12 days per year, vacation bonus of 25% annually, year-end bonus of 15 days per year—increasing with seniority. * Working conditions: 8-hour daily schedule from Monday to Sunday, with one weekday day off; weekly rotating schedule; one weekend day off per month; life insurance increasing proportionally with income and seniority. * Job benefits: Training program aligned with the position and focused on personal skill development; enrollment in government programs to complete high school education; university partnership agreements to continue studies. * Financial benefits: Payroll advance; access to credit card; discounts starting at 10% on purchases at Elektra and Salinas & Rocha stores—cash purchases eligible from day one, credit purchases available after 9 months of employment; preferential-rate personal loans available after 2 years of employment; foreign exchange services; investment accounts; savings accounts. * Services: Access to nutritionist, psychologist, dentist, counseling and support for personal achievements, new family members, and important celebrations. * Promotions and partnership agreements. Contact Information: 5\.5\.8\.0\.2\.1\.1\.7\.8\.8