Financial Services Representative

hace 1 día


Reynosa, Tamaulipas, México 08795 Tarjetas Banamex, S.A. De C.V., Sofom, E.R. A tiempo completo
Job Summary

**About the Role:**

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at 08795 Tarjetas Banamex, S.A. De C.V., Sofom, E.R. As a key member of our sales team, you will be responsible for providing exceptional customer service and meeting sales targets for our financial products and services.

Key Responsibilities:
  • Establish and maintain high-value accounts by providing expert advice and promoting our financial products and services.
  • Analyze client interests, problems, and potential needs for new products and services.
  • Develop and maintain product and service knowledge, as well as stay current on applicable regulations.
  • Achieve or exceed sales targets set by management.
  • Adhere to strict laws and regulations governing sales practices.
Requirements:
  • 2-4 years of relevant experience in financial sales.
  • Previous experience in financial sales preferred.
  • Proficient computer and technology skills.
  • Effective problem-solving and negotiation skills.
  • Demonstrated influencing and relationship management skills.
Education:

High School diploma or equivalent.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.



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