Description
Position Summary:
We are seeking a telephone sales professional for the financial sector, focused on corporate prospecting and scheduling business meetings.
Key Highlights:
1. Development in the financial sector
2. Generation of business opportunities
3. Application of consultative sales techniques
Telephone Sales Advisor (Call Center) – Financial Products
**A leading company in the financial sector** is looking for a **Telephone Sales Advisor – Financial Products**.
We seek a professional with experience in telephone sales who wishes to develop within the financial sector, generating business opportunities through corporate prospecting and scheduling meetings for the Business Executives team.
Main Responsibilities
* Prospect companies via telephone calls to present the company's financial services.
* Identify potential customers and qualify business opportunities.
* Generate and schedule business meetings for the Business Executives team.
* Follow up with prospects until the business appointment is confirmed.
* Keep customer and prospect information updated in the CRM system.
* Meet call volume, effective contact, scheduled appointment, and productivity KPIs.
* Apply consultative sales techniques and objection handling during commercial outreach.
* Provide clear and accurate information about the services offered.
* Accurately record all activities in internal systems.
* Collaborate closely with the Telephone Sales Coordinator and commercial team to ensure the quality of generated opportunities.
* Actively participate in commercial and product training sessions.
Requirements
* Completed or ongoing technical or university studies in Administration, Marketing, Business, Economics, Finance, or related fields.
* Minimum **1 year of experience** in telephone sales of financial products, such as life insurance, health insurance, banking, finance companies, AFPs (Private Pension Fund Administrators), credit cards, loans, or other financial products.
* Experience in telephone prospecting and generation of business opportunities.
* Experience working under performance metrics (KPIs) and achieving commercial targets.
* Excellent communication, persuasion, and negotiation skills.
* Proficiency in computer tools and CRM systems (preferred).
* Prior experience in B2B consultative sales is desirable.
* Experience in factoring is not required; specialized product training will be provided.
Workplace: On-site employment
Workplace: On-site employment
Salary: S/.1,500.00 \- S/.25,000.00 per month
Workplace: On-site employment