Banamex Coordinador de Seguros y Atención a Sucursales

Develop and implement sales plans to achieve monthly and annual new asset referral targets. Interact with managers and directors to ensure ongoing communication regarding client needs. Monitor improvement of investment consultant activities, including sales and referral targets, while ensuring compliance with legal and regulatory procedures.

2-5 years of relevant experience in sales. Required licenses include Series 7, Series 63, Series 66, and Series 24 or 9/10. Bachelor's degree or equivalent experience is necessary.