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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial product advisory and client relationship management, with a strong focus on achieving sales targets and compliance with regulations. Possesses analytical skills and effective communication abilities to provide personalized solutions and enhance customer satisfaction.
Highest-signal resume keywords
Financial Services Promotion ExperienceConsultative Sales ExperienceAnalytical SkillsClear Communication SkillsProactive, Results-Oriented Approach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consultative SalesFinancial Product KnowledgeRisk AssessmentCustomer ServiceContact GenerationProblem-SolvingAttention to DetailSales Closing TechniquesAppointment SchedulingCompliance Knowledge
Soft Skills
EmpathyCooperationFrustration ToleranceQuick ThinkingService Orientation
Industry Keywords
AforeRetirement AdvisingFinancial ProductsSales TargetsClient Needs AssessmentTelemarketingValue PropositionGroup ObjectivesStandardized ProceduresRegulatory Compliance
About the role
Key responsibilities & impact- Advise clients and prospects comprehensively and offer alternatives according to their needs
- Meet advisory objectives for financial products and services within the assigned district or location
- Prospect and search for clients
- Schedule appointments through telemarketing
- Provide personalized advice by identifying client needs
- Follow up and close sales
- Approach target clients through a value proposition
- Visit workplaces
- Develop strategies to achieve targets
- Achieve or exceed position and company objectives
- Perform routine tasks and assignments under direct supervision using detailed procedures
- Apply knowledge of routine work-area procedures and complete standardized activities
- Exchange basic information with coworkers and resolve straightforward task-related problems
- Assess risk in business decisions, comply with applicable laws, rules, regulations, and policies, and escalate, manage, and report control issues transparently
Requirements
What you’ll need- GPA of 3.3 or above
- Demonstrated analytical skills
- Clear and concise written and verbal communication skills
- Cooperation and focus in achieving group and client objectives
- Innovative and creative problem-solving
- Quick thinking and attention to detail
- 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
- Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros
- Deseable con 3 o más años de experiencia en alguna Afore
- Experience and interest in retirement/pension advising
- Proactive, results-oriented approach
- Empathy and service orientation
- Frustration tolerance
- Cognitive ability
- Financial services promotion experience
- Customer service and/or advisory experience
- Contact generation and writing skills
Benefits
Comp & perks- Equal opportunity employer
- Reasonable accommodation for persons with disabilities