FINANCIAL ADVISORS

Description

Job Summary: Financial advisor responsible for providing specialized advisory services, managing telephone collections, and marketing group and individual credit products. Key Highlights: 1. Specialized financial advisory services and credit marketing 2. Establishing contact with clients and fostering client loyalty 3. Telephone collections management and database updating Job Offer FINANCIAL ADVISORS Location: Cuernavaca, Morelos Company: ID FINANCIERO Posted on May 15, 2026 Valid until June 15, 2026 Net Monthly Salary $9,583\.00 Apply Reference Number: 21133596 Description Provide specialized financial advisory services, with responsibilities including client outreach, telephone collections management, and group credit marketing. Requirements * Required academic level: High school or vocational training * Academic status: Diploma or certificate * Experience: 6 months \- 1 year as FINANCIAL ADVISORS * Knowledge(s) and tool(s): + Proficient computer skills + Customer service * Language(s): + None * Skill(s) and competency(ies): + Results-oriented + Communication + Results-oriented + Communication + Strategic planning + Results-oriented + Negotiation + Client orientation + Strategic planning + Strategic planning + Client orientation + Strategic planning + Negotiation + Results-oriented * Candidate availability: + No travel required Schedule Some days Full-time 09:00 \- 18:00 Schedule clarification: SCHEDULE AND REST DAYS INFORMATION PROVIDED DURING INTERVIEW; SHIFTS MAY BE ROTATED Responsibilities and Activities * MARKET GROUP AND INDIVIDUAL CREDIT PRODUCTS * COMPLY WITH REGULATORY REQUIREMENTS AND ESTABLISHED PROCEDURES * MAINTAIN UP-TO-DATE CLIENT DATABASE * ADVISE ON AVAILABLE FINANCIAL PRODUCTS AND SERVICES * ACQUIRE NEW CLIENTS AND RETAIN EXISTING ONES * CONTACT CLIENTS VIA TELEPHONE TO OFFER FINANCIAL SERVICES * MANAGE TELEPHONE COLLECTIONS FOR OVERDUE ACCOUNTS The company offers * STATUTORY BENEFITS * Indefinite-term employment contract Recruitment process * Recruitment process start date: May 15, 2026 * Recruitment process duration: 1 month