Financial Advisor

Full management of savings products for high-value clients.

• Market savings and investment products to our high-value clients.
• Manage the processing of assigned reinvestments.
• Defend the savings and investment product portfolio of the assigned agencies.
• Meet the objectives for new sign-ups in savings, investment, and fund products.
• Meet the objectives for the management of assigned reinvestments.
• Adequately defend assigned incidents in savings and investment products.

• Experience in the marketing of savings and investment products in Agency or Banking.

• Valuable Degree or University Qualification in Business Administration, Economics, or similar.
• Knowledge of the insurance business, products, and services.
• Office automation: fluent level Office Suite.
• Valuable knowledge of Management tools.

• Ability to work with a systematic approach highly oriented towards customer satisfaction.

At Asnor S.A, an agency of the SantaLucia Seguros group, we work to guarantee real and effective equal opportunities that allow us to promote professional development and labor diversity, in line with our commitment to SDG 5 (Gender Equality) of the United Nations 2030 Agenda.