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Financial Advisor
MXN 2,000/month
Indeed
Full-time
Onsite
No experience limit
No degree limit
Ignacio Zaragoza 24, Temascalcingo, 50400 Temascalcingo de José María Velasco, Méx., Mexico
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Description

Position Objective Ensure an excellent customer experience by selling savings, investment, and insurance products to build long-term relationships. Main Responsibilities Advise customers on the various savings, investment, and insurance products and services offered by Banco Azteca, promoting cross-selling. * Advise customers on the benefits and responsibilities of a loan. * Guarantee the proper implementation and execution of savings, insurance, AFORE, and payroll strategies. * Open savings accounts with balances and grow customer balances. * Stay updated and trained on the products and services we offer. * Obtain certification as an AFORE Promoter Agent. * Conduct field promotions: marketing products outside the point of sale. * Make calls for payroll and pensioner loan placements. * Treat customers with respect and exceed their expectations to ensure they return and recommend us. Candidate Profile Strong communication skills. * Enjoy interacting with customers. * Experience in placing financial products and providing savings, investment, and insurance services. * Knowledge of AFORES. * Goal and objective oriented. * Experience in customer prospecting activities in the field/field promotion. * Availability to work rotating shifts and weekends. * Honesty in performing duties. Value Proposition Starting fixed weekly salary: $2,000 MXN. * Weekly commissions: 860 MXN pesos. * Statutory benefits: Vacation starting at 12 days per year, annual vacation bonus of 25%, yearly Christmas bonus of 15 days, increasing based on seniority. * Working conditions: 8-hour daily schedule from Monday to Sunday with one weekday off. Weekly rotating schedule. One weekend day off per month. Life insurance that increases according to earnings and seniority. * Job benefits: Training program tailored to the position, as well as for developing personal skills. Enrollment in government programs to complete your high school education, agreements with universities to continue your studies. * Financial benefits: Payroll advance. Access to credit card. Discounts starting at 10% on purchases at Elektra and Salinas \& Rocha stores, available from the first day for cash purchases, and for credit purchases after 9 months of employment. Personal loan with preferential rates after 2 years. Currency exchange. Investment accounts. Savings fund. * Services: Access to nutritionist, psychologist, dentist, library, contests, and programs to improve your health, guidance and support for achievements, new family members, and important celebrations. \* Promotions and agreements for you and your family: Discounts at gyms, cinemas, entertainment centers, concerts, restaurants, department stores, optical shops, laboratories, clinics, schools, language schools, universities, airlines, travel agencies, car dealerships, daycare centers. \*Dare to become part of our team! Code: 3143RTGPGG Id: 5133479

Source:  indeed View original post
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