BANAMEX- Asesor Previsional afore - Tijuana, Baja California
hace 1 mes
Job summary
The Financial Advisor is responsible for providing integral advice to clients and prospects and offering them alternatives according to their needs. This role must meet the objectives of financial products and services advisory within its assigned district or location in coordination with the wider consumer advisors team.
Responsibilities
- Prospecting and searching for clients
- Scheduling appointments through telemarketing
- Providing personalized advice to clients identifying their needs
Descripción del trabajo
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