Financial Advisor

$MXN 2,000/week
Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Banking advisor focused on selling savings, investment, and insurance products, ensuring an excellent customer experience and building long-term relationships. Key Highlights: 1. Key role in delivering exceptional customer experience and building long-term relationships. 2. Comprehensive advisory services on financial products and banking services. 3. Opportunity for professional development and continuous training. **Banco Azteca Santiago Tianguistenco.** **Hiring Banking Advisors** **Immediate Hiring!** **Job Objective** Ensure an excellent customer experience by selling savings, investment, and insurance products to establish long-term relationships. **Main Responsibilities** * Advise customers on Banco Azteca’s various savings, investment, and insurance products, promoting cross-selling. * Experience in sales or customer service. * Advise customers on the benefits and responsibilities associated with credit. * Ensure proper implementation and execution of deposit acquisition, insurance, AFORE, and payroll strategies. * 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 Promotional Agent. * Cambaceo: promoting 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 (e.g., cambaceo). * Availability to work rotating shifts and weekends. * Integrity in performing job duties. **Value Proposition** * Base salary starting at: $2,000 per week. * Weekly commissions: $860 MXN. * Statutory benefits: Vacation starting at 12 days per year, vacation bonus of 25% annually, Christmas bonus of 15 days per year (increasing with tenure). * 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 coverage increasing with income and tenure. * Job benefits: Position-specific training plan and personal skill development programs. Enrollment in government programs to complete high school education; university partnership agreements to continue studies. * Financial benefits: Payroll advance. Access to credit card. Discounts of up to 10% on products at Elektra and Salinas \& Rocha stores—available from day one for cash purchases, and for credit purchases after nine months of tenure. Preferential-rate personal loans available after two years of tenure. Foreign exchange services. Investment accounts. Savings accounts. * Services: Access to nutritionists, psychologists, dentists, counseling, and support for personal milestones such as career achievements, new family members, and important celebrations. * Promotions and partnerships. For inquiries, call: **55 76 73 0151**

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Juan García

Indeed · HR

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Juan García

Indeed · HR

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Financial Advisor by Indeed in 2026 | ok.com