• Atender las consultas de los clientes y usuarios, ya sea por llamadas telefónicas, mensajería instantánea, redes sociales u otros canales, con las herramientas, políticas y protocolos operativos y de calidad establecidos. • Ejecutar las campañas de ventas y/o cobranzas por los canales, con las herramientas, políticas y protocolos operativos y de calidad establecidos. • Asistir a las capacitaciones, sesiones de feedback, de coordinación y rendir las evaluaciones, sean presenciales o virtuales, y dar muestras permanentes de mejoras en su desempeño. • Reportar los casos complejos que requieran atención directa de las áreas académicas o administrativas de la universidad.

• Developing and maintaining relationships with financial advisors • Promoting mutual funds/ETF and other investment products • Executing sales strategies to achieve business growth • Identifying new sales opportunities • Providing product insights and support • Preparing financial and business planning presentations • Contributing to client investment solutions • Working closely with internal teams to align strategies and ensure client success

• Gewinnung neuer Autohändler für verschiedene Services • Nutzung von Salesforce für Kontakte • Durchführung von digitalen Verkaufsaktivitäten • Anpassung von Angeboten an Kundenbedürfnisse • Planung und Umsetzung eigener Verkaufsstrategien

• Lead and manage sales activities within the assigned region to achieve sales targets and revenue growth. • Develop and execute regional sales strategies in alignment with the company’s goals. • Build and maintain relationships with key customers, distributors, and independent sales representatives. • Train, motivate, and provide ongoing support to Independent Sales Representatives to drive sales performance. • Conduct product presentations in departments to highlight features, benefits, and value propositions of products to customers and sales teams. • Analyze market trends, competitor activities, and customer needs to identify growth opportunities. • Prepare and present sales reports, forecasts, and performance metrics to senior management. • Monitor and manage the performance of Independent Sales Representatives to ensure alignment with company policies and standards. • Collaborate with cross-functional teams (marketing, customer support, operations) to ensure seamless customer experience. • Assist in negotiating contracts and closing sales deals with major accounts. • Attend industry events and trade shows to represent the company and foster new business relationships. • Ensure that Independent Sales Representatives have the necessary tools, training, and resources to succeed.