Banamex- Asesor Previsional Afore - Ejecutivo

Work From Home With CiCi

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Consultative sales in financial products
Client prospecting and appointment scheduling
Personalized client advisory services
** This job posting seeks an entry-level intern for Citi, specifically for the role of Asesor Previsional Afore, focusing on financial advisory services. The position offers a foundational training experience in financial products while emphasizing customer relationship management and sales skills. **

Job Summary

  • The Asesor Previsional is responsible for advising clients comprehensively and offering alternatives based on their needs while meeting financial product advisory objectives within assigned districts.
  • Responsibilities include client prospecting, telemarketing appointment scheduling, personalized advisory, sales follow-up, workplace visits, and strategy development to achieve or exceed company goals.
  • The role requires adherence to compliance policies, ethical judgment, and safeguarding the firm's reputation while managing control issues transparently.

Matching Summary

Match Score: 75

** This job posting seeks an entry-level intern for Citi, specifically for the role of Asesor Previsional Afore, focusing on financial advisory services. The position offers a foundational training experience in financial products while emphasizing customer relationship management and sales skills. **

Skills & Requirements

Must-have

  • Consultative sales in financial products
  • Client prospecting and appointment scheduling
  • Personalized client advisory services
  • Sales follow-up and closing
  • Telemarketing for client outreach
  • Compliance with laws and regulations

Nice-to-have

  • Proactive with results focus
  • Empathetic communication skills
  • Innovative problem solving
  • Detail oriented and quick thinking
  • Team cooperation and client focus
  • Tolerance to frustration

Key Requirements

  • Bachillerato completed with 1 year consultative sales experience
  • Licenciatura (incomplete or complete) with 3+ years Afore or financial product sales experience
  • Recent Licenciatura graduate without experience
  • Minimum 1 year experience in consultative promotion and sales
  • Desirable 3+ years experience in Afore
  • GPA of 3.3 or above for internship
  • Bachelor’s or Master’s degree or equivalent experience

Work Rights

Not specified

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