Personal Finance Advisor developing trusting relationships with clients to advise on financial products while managing business relationships. Responsible for recommending investments and ensuring client satisfaction.
About the role
- Ejecutivo/a Comercial specialized in Life and Investment products at MAPFRE in Madrid. Provides advice to clients and develops commercial actions to acquire and retain customers.
Responsibilities
- Asesorar a clientes sobre productos y servicios de salud y vida.
- Desarrollar acciones comerciales para captar y fidelizar clientes.
- Elaborar informes y documentación técnica.
- Mantenerse actualizado/a en procedimientos y normativa.
- Analizar información comercial y planificar actividades para cumplir objetivos.
Requirements
- Estudios universitarios o FP Dual
- Manejo avanzado de herramientas ofimáticas
- Experiencia comercial previa (valorable)
- Orientación a resultados, conocimiento del negocio, resolución de problemas, trabajo en equipo.
- Valorable Formación en MIFID II
Benefits
- Subvención de comida
- Compensación por uso del vehículo (2.800 € anuales)
- Cheques guardería
- Seguro de salud
- Plan de ahorro y pensiones
- Descuentos en productos y servicios MAPFRE
- Ayuda escolar para hijos
- Plan de carrera
Job title
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