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
- Ejecutivo/a Comercial en productos financieros y aseguradores para ayudar a clientes a planificar su futuro. Se basa en crear y fidelizar una cartera de clientes y asesorar en ahorro e inversión.
Responsibilities
- Crear y fidelizar una cartera de clientes
- Atender a las necesidades financieras y aseguradoras de los clientes
- Comercializar y asesorar en productos financieros y aseguradores
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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