Job Description

1- APP ACTIVATION the data of clients that will be visited during the day.
2- Plan your route and ensure you visit all scheduled clients.
3- Develop your own route and times in compliance with the client's agenda.
4- That you complete all your entries into the system.
5-. Capture Account Status, photograph and INE of the Client in the Afore WEB system so that their money reaches them and upload it to the INCOME Whats App group
6-. Ensure that all clients are well captured, with adequate photography, and legible documents.
7-. Request documents from the client.
8-. Scheduled Agenda
9- When it is necessary to make a second visit to the client to guarantee compliance with the 5 steps on the Afore WEB page
10-. Ensure compliance with the 5 steps on the AFORE WEB Page to avoid rework
11-. Capture customer data and direct communication with the customer.
12- CUSTOMER SERVICE AND SATISFACTION SURVEY.
13-. If it happens that the client changes his User's password in AFORE WEB, the Field Advisor will visit the client again on a prior schedule.
14-. Help and recover the new password that has been generated by the client
15- Ask the client for the new password or, if applicable, help them recover it.
16-. Password recovery successful
17-. Support when necessary the activities of other field colleagues or anyone who is required.",