Branch Consultant promoting financial products and providing high - level client service in a branch context. Focused on client optimisation and cross selling for market share increase.
About the role
- Executive for MAPFRE managing and advising on financial and insurance products. Creating and maintaining client portfolios to meet their financial needs.
Responsibilities
- Comercializamos y asesoramos en productos financieros y aseguradores como fondos de inversión, planes y fondos de pensiones y seguros de vida, ahorro e inversión.
- Tendrás como objetivo crear y fidelizar una cartera de clientes, atendiendo a sus necesidades financieras y aseguradoras.
Requirements
- Estudios universitarios o FP Dual
- Conocimientos entorno Office 365
- Se valorará certificación financiera MiFID
Benefits
- Seguro de salud
- Plan de ahorro y pensiones
- Seguro de vida
- Descuentos en productos y servicios MAPFRE
Job title
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