Principal Financial Group

Offers retirement planning, life insurance, investments

Asesor en Entrenamiento

Field SalesConfirmed live in the last 24 hours

Full-timeMonterrey, Nuevo Leon, MexicoNo salary listed

About the Job

Requirements

Completed, verifiable high-school education or technical career. A degree in Administration or a related field, incomplete or completed, is preferred.
At least six months of experience in sales, customer service, sales promotion, credit advising, or a related role; financial-sector experience is preferred.
Knowledge of sales techniques; basic financial-market concepts, accounts, and securities terms; and basic knowledge of the Afore market, legal framework, regulations, withdrawals, and the pension system, including INFONAVIT, IMSS, and ISSSTE.
Ability to use technology tools such as tablets and smartphones, and basic Microsoft Office.
Availability to work full time from 8:30 a.m. to 6:00 p.m., Monday through Saturday.
Age between 28 and 55.
Executive presence, social skills, assertive communication, verbal fluency, negotiation ability, results focus, ability to work under pressure, commitment, proactivity, punctuality, drive, and ambition.

Responsibilities

Prospect for clients.
Promote saving habits and clients' financial security, aiming to increase voluntary contributions to individual accounts.
Visit and follow up with clients in the field to build executive-level partnerships.
Develop strategies to penetrate companies.
Build and maintain a client portfolio to increase loyalty and retention.
Provide specialized advice, promote company products, deliver good customer service, comply with applicable regulations, and follow up on approvals.
Regularly report commercial activity, manage indicators, develop work strategies with the commercial manager, and achieve targets.
Participate in ongoing training and certification.
Comply with current regulations and the company's and regulator's policies.
Meet the position's commercial targets and influence current and prospective clients' decisions about voluntary savings.
Retain clients and update information in commercial tracking tools or systems.
Reduce regulatory, operational, financial, and economic risks while providing ethical advice.

Desired Qualifications

Financial-sector experience, preferably in credit-card sales, credit applications, intangible products, collections, medical representation, funds, life insurance, automobiles, real estate, Afore promotion, sales, retirement advising, customer service, sales agency, affiliations, advising on registrations, transfers and voluntary contributions, retail sales, account executive work, or similar.
A degree in Administration or a related field, incomplete or completed.

Esta vacante está siendo ofertada por

Principal Afore SA de CV
¿Qué esperamos de ti?

Acciónes y Funciones:

Prospección de clientes.
Promover el hábito del ahorro buscando la seguridad financiera del cliente con el objetivo de aumentar el monto de las aportaciones voluntarias en la cuenta individual.
Visita y seguimiento de clientes en campo buscando la creación de alianzas a nivel ejecutivo.
Desarrollo de estrategias para penetración en empresas.
Gestionar la creación y el mantenimiento de la cartera de clientes para generar fidelización y permanencia.
Realizar asesoría especializada y promover los productos internos de la empresa, buen servicio al cliente, cumpliendo con la normatividad correspondiente y dando seguimiento de su aprobación.
Reporte constante de actividad comercial, manejo de indicadores, desarrollando estrategias de trabajo en conjunto con su gerente comercial, logro de metas.
Capacitación constante y permanente, mediante una certificacion.
Manejo y total apego a la normativa vigente de acuerdo con las políticas interna de la compañía y del regulador.

¿Qué buscamos?

Resultados esperados:

Cumplir metas comerciales de la posición y generar un impacto con actuales y potenciales clientes en las decisiones que toma con respecto al ahorro voluntario.
Retener clientes y actualización de información en herramientas o sistemas de seguimiento comercial.
Disminuir riesgos normativos, operativos, financieros, económicos, etc. y realizando asesorías éticas.

Requisitos:

Educación:Bachillerato o Carrera Técnica concluido comprobable, preferente Licenciatura en Administración o carreras afines (trunca o concluida).
Edad: 28 a 55 años.
Sexo: Indistinto
Horario: Disponibilidad de tiempo completo; 8:30 a 18:00, De Lunes a Sábado.
Necesidades económicas: Superiores a $15,000.

Información adicional

Experiencia:

Al menos 6 meses en ventas, atención al cliente, promotor de ventas, asesor de créditos, comisionista preferente en el ramo financiero (ventas de tarjetas de crédito, solicitudes de crédito, venta de intangibles, cobranza, representantes médicos, fondos, seguros de vida, autos, inmobiliaria, bienes y raíces, promotor de afore, ejecutivo de ventas, asesor previsional, atención y servicio a clientes, agente de ventas, afiliaciones, asesorar en registros, traspasos y aportaciones voluntarias, venta al detalle, ejecutivo de cuenta)

Conocimientos:

-Técnicas de ventas.

-Conocimientos básicos del mercado financiero, cuentas, términos bursátiles

-Conocimientos básicos del mercado de afore, marco legal, normativas, marco legal, retiros, (INFONAVIT, IMSS, ISSTE, calculo en el sistema de pensiones)

-Manejo de herramientas tecnológicas (Tablet, Smartphone)

-Manejo de Office básico, entre otros.

Características personales: Presencia ejecutiva, habilidades sociales y de comunicación asertiva, facilidad de palabra, capacidad de negociación, enfoque a resultados, trabajo bajo presión, compromiso, proactivo, puntualidad, empuje, ambición, etc.

About the Company

Principal Financial Group

Offers retirement planning, life insurance, investments

Principal Financial Group provides a wide range of financial services, including retirement plans, life insurance, and investment opportunities for individuals, businesses, and institutional investors. Its products work by collecting premiums or fees and managing investments to help clients save for retirement, protect loved ones, and grow wealth over the long term. The company differentiates itself through its breadth of offerings, customized financial solutions, and flexible retirement and investment options designed to fit different needs. Its goal is to give clients financial stability and growth potential by offering planning tools, insurance protection, and investment opportunities across various markets.

Company size: 10,001+
Company stage: IPO
Headquarters: Des Moines, IA
Founded: 1879

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