Banamex- Asesor Previsional Afore - Ejecutivo

Citi Handlowy

Multiple Locations
Not specified (assumed office-based due to the nature of the role)
Consultative sales in financial products
Client prospecting and appointment scheduling
Personalized client advisory
Citi Handlowy is seeking a Banamex- Asesor Previsional Afore - Ejecutivo, an entry-level position designed for recent graduates or those with limited experience in financial advisory services. The role involves providing comprehensive financial advice to clients while achieving sales objectives within a supportive team environment

Job Summary

  • The Asesor Previsional is responsible for advising clients comprehensively and offering alternatives tailored to their needs while meeting financial product advisory objectives within their assigned district.
  • Responsibilities include client prospecting, telemarketing appointment scheduling, personalized advisory, sales follow-up, and developing strategies to meet or exceed company goals.
  • The role requires adherence to compliance and ethical standards to safeguard the firm, clients, and assets, while promoting a culture of transparency and risk awareness.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Banamex- Asesor Previsional Afore - Ejecutivo, an entry-level position designed for recent graduates or those with limited experience in financial advisory services. The role involves providing comprehensive financial advice to clients while achieving sales objectives within a supportive team environment.

Skills & Requirements

Must-have

  • Consultative sales in financial products
  • Client prospecting and appointment scheduling
  • Personalized client advisory
  • Sales follow-up and closing
  • Telemarketing for client acquisition
  • Strategy development for goal achievement

Nice-to-have

  • Proactive and results-oriented
  • Empathetic with service orientation
  • Strong communication skills
  • Tolerance to frustration
  • Innovative problem solving
  • Detail oriented and quick thinking

Key Requirements

  • Bachillerato completed with 1 year consultative sales experience
  • Licenciatura (incomplete or completed) with 3+ years Afore or financial product sales experience
  • Recent graduate in economics, administration or engineering without experience
  • Minimum 1 year experience in consultative promotion and sales
  • Desirable 3+ years experience in Afore
  • GPA of 3.3 or above
  • Bachelor’s or Master’s degree pending graduation

Work Rights

Not specified

Tailored Resume

Cover Letter