The Field Sales Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Responsibilities:
Qualifications:
Education:
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Asesor de Ventas de Crédito Hipotecario combina habilidades comerciales, enfoque en resultados y conocimientos financieros para guiar a los clientes en la adquisición de vivienda.
Experiencia mínima de 1 a 2 años en el sector financiero, inmobiliario o hipotecario.
Requiere experiencia en prospección, negociación, gestión y administración de expedientes.
Conocimientos en productos hipotecarios, tramites notariales, análisis de riesgos y capacidad de pago.
Habilidades en negociación, comunicación asertiva, enfoque comercial y servicio al cliente.
Conocimientos básicos en Excel.
Búsqueda activa de clientes a clientes potenciales de manera física o vía telefónica
Asesoría personalizada: Análisis del perfil financiero del cliente (ingresos, deudas) para ofrecer la mejor opción.
Gestión de crédito: Integración de expedientes desde la originación del expediente hasta la formalización del crédito ante notario.
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