Previsional Financial Advisor
hace 4 semanas
Job Description
The Citi Internship Program is an excellent opportunity for students to gain valuable experience and develop their skills in a professional setting. As an Intern, you will be part of a dynamic team and work on various projects that will help you build a strong foundation in the industry.
Responsibilities:
- Perform basic tasks and assignments under direct supervision
- Work on routine procedures and service a limited number of products/services
- Apply knowledge of work area procedures and complete standardized activities
- Exchange information with co-workers and resolve task-related problems in straightforward situations
Qualifications:
- GPA of 3.3 or above
- Demonstrated analytical skills and clear communication skills
- Cooperation and focus in achieving group and client objectives
- Innovative problem-solving skills and attention to detail
- Ability to multitask and prioritize tasks
Education:
Graduating with a Bachelor's/University degree or equivalent experience
Asesor Previsional Afore, Cd Cuauhtemoc Chihuahua
Resumen de perfil de puesto
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.
Funciones
- 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
- Visitación a centros laborales
- Desarrollar estrategias para el alcance de metas
Habilidades:
- 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
Requisitos
- Bachillerato concluido o Licenciatura concluida/trunca deseable
- Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros
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