Asesor de ventas (Call Center) Producto Bancario

About the role

We are looking for a Call Center Sales Agent specialized in banking products. In this role you will contact potential customers by phone, clearly present financial solutions and drive the sales process to closure while adhering to company protocols.

Key responsibilities

• Make outbound calls to prospective clients and generate interest in banking products.
• Explain product features and benefits in a clear, persuasive manner.
• Identify customer needs, handle objections and guide prospects toward a decision.
• Close sales and ensure all required documentation is completed.
• Record interactions and outcomes accurately in the CRM system.

Required profile

• Previous experience in a call‑center or telephone sales environment, preferably with financial products.
• Strong commercial mindset: ability to detect needs, argue benefits, manage objections and close deals.
• Excellent oral communication, active listening and a courteous, professional attitude.
• Result‑oriented, comfortable working with metrics such as call volume and conversion rate.

Required skills

• Proficiency with CRM software.
• Basic knowledge of spreadsheet applications (e.g., Excel).
• Effective use of email for communication and data entry.