Afore Advisor

Description

Position Summary: We are seeking an empathetic and responsible Pension Advisor to professionally guide and support clients in planning and managing their pensions. Key Highlights: 1. Advise on pension-related procedures and available benefits. 2. Analyze employment and pension histories to provide personalized recommendations. 3. Manage and track processes with relevant institutions. Description: At Principal Group, we are a leading company in the sector, dedicated to providing comprehensive pension advisory services, supporting our clients through one of the most important processes in their lives: planning and managing their pensions. We seek empathetic, responsible individuals with a strong service orientation to join our team as: Pension Advisor. Job Responsibilities: Guide and advise clients on pension-related procedures: retirement, pensions, benefits, and available alternatives. Analyze employment and pension histories to deliver personalized recommendations. Perform Afore account registrations and transfers. Manage and track processes with the corresponding institutions. Maintain up-to-date records and report progress. Provide professional, respectful, and clear service at every stage of the advisory process. Requirements: • 1 year of prior experience in pension advisory (Afore) or intangible sales such as financial services. • Knowledge of the pension system and current regulations. • Ability to communicate complex information in simple terms. • Basic to intermediate proficiency with digital tools. • High school diploma; bachelor’s degree preferred. Required Skills: • Empathy and service orientation. • Organizational and follow-up capabilities. • Results-driven mindset. • Professionalism and ethics. • Frustration tolerance. We Offer: • Base salary. • Excellent uncapped commission structure. • Work tools. • Grocery vouchers amounting to 10% of monthly total earnings (including bonuses). • Benefits exceeding legal requirements and additional perks (e.g., profit-sharing, life insurance, accident insurance, among others). • Ongoing training and support. • Excellent work environment. • Internal growth opportunities. -Requirements- Minimum Education: Upper Secondary Education – General High School 2 years of experience Keywords: advisor, asesor