Asesor Previsional AforeResumen de perfil de puesto
El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.FuncionesProspección y búsqueda de clientesProgramación de citas a través de telemarketingAsesoría personalizada a clientes identificando sus necesidadesSeguimiento y cierre de ventaAbordar a clientes objetivo a través de una propuesta de valorVisitas a centros laboralesDesarrollar estrategias para el alcance de metasLograr o superar los objetivos del puesto y de la EmpresaHabilidadesFacilidad de palabra y comunicaciónExperiencia y gusto por la asesoría previsionalProactivo con enfoque a resultadosEmpáticoOrientación de servicioTolerancia a la frustraciónCapacidad cognoscitivaExperiencia en la promoción de servicios financierosExperiencia en atención y/o asesoríasGeneración de contactosRedacciónRequisitosBachillerato concluido o Licenciatura concluida/trunca deseable.Deseable Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.Deseable Recién Egresados de Carrera Técnica o Licenciatura en áreas económico/administrativas sin experiencia pero con interés en la promoción de Productos Financieros en campo.The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi.
Interns are administrative and use this position as a start to their career.
Assignments focus on attaining core competencies in any of the four core functions at Citi: General Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O&TResponsibilitiesPerforms; most basic,



routine tasks/assignmentsWorks under direct supervision with detailed proceduresMay service a very limited number of products/servicesApplies knowledge of routine work area proceduresCompletes standardized activitiesExchanges basic information with other co-workersResolves task related problems in straightforward situationsSelects from a limited number of clearly defined optionsAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.QualificationsGPA of 3.3 or aboveDemonstrated analytical skillsConsistently demonstrates clear and concise written and verbal communication skillsCooperation and focus in achieving group and client objectivesInnovative and creative in solving problemsQuick thinking and detail orientedAbility to multi-taskEducationGraduating with a Bachelor's/University degree or equivalent experience or master degree the following yearThis job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.Job Family Group
Management Development ProgramsJob Family
InternTime Type
Full timeMost Relevant Skills
Please see the requirements listed above.Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi's EEO Policy Statement and the Know Your Rights poster.

📌 Asesor Previsional — Venta Consultiva Y Prospección (Xico)
🏢 Banamex
📍 Xico