BANAMEX Asesor Previsional Afore
Primary stack
Nice to have's
Job description
About the Position
BANAMEX Asesor Previsional Afore
El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.
Responsibilities
- Prospección y búsqueda de clientes
- Programación de citas a través de telemarketing
- Asesoría personalizada a clientes identificando sus necesidades
- Seguimiento y cierre de venta
- Abordar a clientes objetivo a través de una propuesta de valor
- Visitas a centros laborales
- Desarrollar estrategias para el alcance de metas
- Lograr o superar los objetivos del puesto y de la Empresa
Requirements
- Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales.
- Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de Experiencia en alguna Afore y/o Asesoría en productos financieros o ventas en tiendas departamentales.
- Recién egresado de Licenciatura en área económico administrativa e ingenierías, sin experiencia.
Skills
- Facilidad de palabra y comunicación
- Experiencia y gusto por la asesoría previsional
- Proactivo con enfoque a resultados
- Empático
- Orientación de servicio
- Tolerancia a la frustración
- Capacidad cognoscitiva
- Experiencia en la promoción de servicios financieros
- Experiencia en atención y/o asesorías
- Generación de contactos
- Redacción
We Offer
- Competitive salary
- Comprehensive benefits package
- Professional development opportunities
- Inclusive and diverse work environment
About the Company
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
© Citi. This job description was sourced from the employer's public career page. TheJob is not the employer — we index the posting and route candidates to the source. All content rights and hiring decisions belong to the employer.
Banking,Wealth,Finance,Technology,Human Resources
About the Company Citi is a global financial services company employing over 225,000 people worldwide. The company offers a wide range of financial products and services, including banking, wealth management, and investment banking. Citi is committed to career growth, community service, and making a significant impact. Products, Services & Tech Stack Core Solutions Banking & International Wealth Markets Treasury and Trade Solutions Global FX Citi Global Wealth Services Operations Technology Technologies & Frameworks AML Detection Testing Services Client Onboarding Regional Investigations HR Country Business Partners CCB ICG Admin & Miscellaneous XiP and Margin Technology Prime Finance Technology ISG Documents Technology Counterparty Credit Risk Analytics Lending Ops Global Process Owner and Transformation Service Management - Production Support Know Your Customer Global Screening Organization ISG KYC Banking ICRM - International Compliance Country Sourcing Project Scope & Target Clients Client Base Banking Wealth Hybrid Engineering Scale On-Site/Resident Entry Level Executive Professional Student and Grad Programs Early Career
More at Citi
All 332 rolesWealth Relationship Manager - Fremont (Bilingual, Mandarin/Chinese)
Citi · United States
Trader - Director
Citi
Business Product Manager-Assistant Vice President
Citi · India
Technical Lead Analyst
Citi · India