Comercializador de Servicios Financieros

Hace 1 día

Mexico, chihuahua Placements24 Jornada completa
About the Role

Our client is seeking a dedicated and persuasive Comercializador de Servicios Financieros to join their team in Acapulco, Guerrero . This role is focused on promoting and selling a range of financial products and services to individuals and businesses within the region. The ideal candidate will possess strong interpersonal skills, a solid understanding of financial markets, and a proven ability to build trust and close deals. You will be responsible for identifying client needs, recommending appropriate financial solutions, and ensuring a high level of customer satisfaction. This is an excellent opportunity to contribute to the financial well‑being of clients while advancing your career in the financial services sector within a vibrant coastal city.

Key Responsibilities
  • Promote and sell a variety of financial products and services to new and existing clients in Acapulco .
  • Identify client financial needs and goals through effective consultation and needs analysis.
  • Recommend suitable financial solutions, including investments, loans, insurance, and other banking products.
  • Develop and maintain strong relationships with clients to ensure long‑term loyalty and satisfaction.
  • Achieve and exceed monthly and quarterly sales targets for financial products and services.
  • Stay up‑to‑date on market trends, financial regulations, and new product offerings.
  • Conduct client meetings, presentations, and follow‑ups to drive sales.
  • Ensure compliance with all relevant financial regulations and company policies.
  • Generate leads through networking, referrals, and proactive outreach.
  • Provide excellent customer service and address client inquiries and concerns promptly.
Requirements
  • High school diploma required; Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred.
  • Previous experience in sales, particularly in financial services, banking, or insurance.
  • Demonstrated ability to meet sales targets and drive revenue growth.
  • Strong knowledge of financial products and markets.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to build rapport and trust with clients.
  • Proficiency in relevant software and CRM systems.
  • Self‑motivated, organized, and results‑oriented.
  • Familiarity with the Acapulco market is an advantage.
  • Relevant financial certifications are a plus.
  • Fluent in Spanish.
Benefits

Our client offers a competitive salary, performance‑based commissions, and a comprehensive benefits package including health insurance and retirement plans. This role provides an excellent opportunity for career growth and professional development within the financial services industry. Join a dynamic team and contribute to the financial success of clients in the beautiful city of Acapulco . We offer a supportive work environment that encourages continuous learning and achievement.