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Financial Advisor (Bank Executive)

$MXN 2,000/week
Indeed

Company

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

Description

Job Summary: Advise customers on financial products such as savings, investment, and insurance, manage fund acquisition, and guarantee an excellent customer experience. Key Highlights: 1. Provide advice on a variety of financial and insurance products. 2. Promote cross-selling and ensure customer satisfaction. 3. Develop personal skills through a structured training plan. Join us at BANCO AZTECA as a FINANCIAL ADVISOR: Your objective will be to ensure an excellent customer experience by selling savings, investment, and insurance products to build long-term relationships. **RESPONSIBILITIES:** * Advise customers on Banco Azteca’s various savings, investment, and insurance products and services, promoting cross-selling. * Advise customers on the benefits and responsibilities associated with credit. * Ensure proper implementation and execution of acquisition, insurance, AFORE, and payroll strategies. * Open active savings accounts and grow customer balances. * Stay updated and trained on our products and services. * Obtain certification as an AFORE Promoter Agent. * 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 customer interaction. * Experience in placing financial products and services related to savings, investment, and insurance. * Knowledge of AFORES. * Goal- and objective-oriented mindset. * Experience in field-based customer prospecting activities (e.g., cambaceo). * Availability to work rotating shifts and weekends. * Integrity in performing job duties. * Minimum completed high school education. **WE OFFER:** * 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, 15-day year-end bonus (increasing with tenure). * Working conditions: 8-hour daily schedule Monday through Sunday, with one weekday day off; weekly rotating schedule; one weekend day off per month; life insurance coverage increasing with income and tenure. * Position benefits: Role-specific training plan and personal skill development; enrollment in government programs to complete your high school education; university partnership agreements to continue your studies. * Financial benefits: Payroll advance; access to credit card; discounts of up to 10% on products at Elektra and Salinas & Rocha stores—cash purchases eligible from day one, credit purchases eligible after 9 months of tenure; preferential-rate personal loans available after 2 years of service; foreign exchange services; investment accounts; savings accounts. * Services: Access to nutritionist, psychologist, dentist, library, health improvement contests and programs, guidance and support for achievements, new family members, 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. Dare to join our team!

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Posted by

Juan García

Indeed · HR

Location

Juan García

Indeed · HR

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