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Santander

Global retail and commercial banking group

Ejecutivo/a Comercial

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSantiago, Santiago Metropolitan Region, ChileNo salary listed

About the Job

Requirements

  • The candidate should have 2 to 3 years of experience selling insurance, pension products, or financial services.
  • The candidate should have experience in pension advisory and consultative customer service.
  • The candidate should have experience in commercial management, prospecting, and closing business.
  • A professional degree in Administration, Finance, Commercial Engineering, Insurance, or a related career is required.
  • Pre-intermediate English is required.
  • Knowledge of the financial market and banking products is required.
  • Proficiency with digital tools and commercial management systems is required.
  • Consultative sales techniques and commercial relationship skills are required.

Responsibilities

  • Advise prospective retirees by understanding their needs, family situation, and pension objectives and providing appropriate recommendations.
  • Manage commercial opportunities, providing continuous follow-up and support throughout the contracting process.
  • Coordinate the collection of background information, simulations, quotations, and contract formalization.
  • Ensure each client receives close, timely, high-quality service.
  • Administer documentation and validations and coordinate with the internal teams involved in the process.
  • Comply with pension rules, regulations from the CMF and Superintendence of Pensions, and internal policies.
  • Identify, report, and manage operational and reputational risks associated with client service.
  • Maintain organized, traceable management by recording activities, tracking indicators, and preparing commercial reports.

Desired Qualifications

  • Knowledge of pension and regulatory requirements is desirable.
  • Experience with simulation and quotation platforms related to the pension business is desirable.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

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