Commercial management providing consultancies in financial planning, protection of individual and family assets, pension gap and education for children. In addition, the company's products and services. Prospecting and obtaining clients, scheduling, meeting appointments and business closings. Service or after-sales visits, monitoring and portfolio management.
Integral attention of the clients of the Regional and fulfillment of commercial goals (sale and post-sale) Achievement and Linking of new clients. Process documentation in a timely manner, train new and old customers continuously. Attend and comply with the requirements of the main office based on the position and regional (Portfolio, collections, visit report) Manage the attainment of documentation for the filing of
Advice on the management of products and services, support in commercial management, customer service, sales report, renewals, support and after-sales service, collections and reporting of insurance commissions. Analysis and comparison of prices, monitoring of quotes, authorization of discounts and shipments. Direct, delegate functions and coordinate the activities of the different areas: commercial, customer service, sales and