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Financial Advisor
$MXN 2,000/month
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av Miguel Alemán 21, Centro, 39000 Chilpancingo de los Bravo, Gro., Mexico
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Description

Job Summary: Advise customers on financial and insurance products, promote sales, and ensure an excellent service experience to build long-term relationships. Key Highlights: 1. Expert advice on savings, investment, and insurance products. 2. Sales promotion and customer acquisition. 3. Goal-oriented approach and customer service. ### **For more information, contact 7351581164 Santiago Soberanis** ### **Affiliation Advisor** **$2,000 Weekly + $860 Variable** ### **Job Objective** Ensure an outstanding customer experience by selling savings, investment, and insurance products to foster long-term relationships. **Main 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 a loan. * Ensure proper implementation and execution of customer 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: promoting products outside the point of sale. * Make calls to place payroll and pensioner loans. * Treat customers respectfully 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 providing savings, investment, and insurance services. * Knowledge of AFOREs. * Goal- and objective-oriented mindset. * Experience in field-based customer prospecting activities / cambaceo. * Availability to work rotating shifts and weekends. * Integrity in performing job duties. **Value Proposition** * Fixed salary starting at: $2,000 weekly. * 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 seniority. * Working conditions: 8-hour daily schedule from Monday to Sunday, with one weekday rest day; weekly rotating schedule; one weekend rest day per month; life insurance coverage increasing according to income and seniority. * Job benefits: Training plan aligned with the position and 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 of up to 10% on products at Elektra and Salinas & Rocha stores—cash purchases available from day one, credit purchases available after 9 months of seniority; preferential-rate personal loans available after 2 years; foreign exchange services; investment accounts; savings accounts. * Services: Access to nutritionist, psychologist, dentist, library, health improvement contests and programs, guidance and support for personal 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!

Source:  indeed View original post
Juan García
Indeed · HR

Company

Indeed
Juan García
Indeed · HR
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