Financial Advisor

Indeed

Company

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

Description

Job Summary: This position seeks an advisor who delivers an excellent customer experience by selling financial products and ensuring long-term relationships. Key Highlights: 1. Ensure an excellent customer experience 2. Promote savings, investment, and insurance products 3. Develop long-term relationships with customers **Job Objective:** Ensure an excellent customer experience by selling savings, investment, and insurance products to foster long-term relationships. **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 associated with a loan. Ensure the proper implementation and execution of training, insurance, AFORE, and payroll strategies. Open deposit accounts with balances and grow customer balances. Become certified as an AFORE promoter agent. **Cambacear:** Promotion of products outside the point of sale. **Share your CV with the following number:** 55 76 73 0151

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Posted by

Juan García

Indeed · HR

Location

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Juan García

Indeed · HR

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Financial Advisor by Indeed in 2026 | ok.com