BBVA

Manage and build loyalty with a portfolio of Insurance Advisor Producers (PAS) while identifying business opportunities. Execute commercial actions to increase the sale of property and life insurance products.

Handle customer inquiries, requests, and complaints via remote channels while identifying commercial opportunities to offer financial products. Provide personalized advisory services and encourage the use of the bank's digital channels to improve customer experience.

Responsible for attracting and retaining preferred segment clients through telephone calls to promote and advise on banking products. Tasks include managing a client portfolio, placing financial products like loans and insurance, and maintaining updated client records.