Asesor Comercial de Servicios Financieros Altas Comisiones

Placements24; Tuxtla Gutiérrez; On-site; MXN 240,000 - 360,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Training opportunities

Job summary

Placements24 is seeking a Commercial Advisor for its Tuxtla Gutiérrez, Chiapas office. You will identify client financial needs, present a range of products including investments, loans and insurance, and build lasting relationships while consistently meeting sales targets.

You will work with a client-centric approach, collaborate with internal teams to ensure smooth onboarding, and adhere to regulatory standards.

Qualifications

• High school diploma required; degree a plus.
• Experience in sales or client-facing roles in financial services.
• Strong understanding of financial markets and products.
• Proficient in CRM and sales tools.

Responsibilities

• Engage with clients to identify financial needs and goals.
• Present and explain products including investments, loans, and insurance.
• Build trust-based client relationships and manage a portfolio.
• Meet and aim to exceed sales targets through consultation and follow-up.
• Provide timely customer service and address inquiries.
• Stay informed on market trends and regulatory changes.
• Process client applications and documentation accurately.
• Collaborate with internal teams for smooth onboarding and service delivery.
• Adhere to company policies and compliance requirements.
• Participate in team meetings and training sessions.

Skills

Sales skills

Client relationship management

CRM software

Negotiation

Communication

Education

High school diploma; degree in Business Administration or Finance is a plus

Tools

CRM tools

Job description

Placements24 is seeking a Commercial Advisor for its Tuxtla Gutiérrez, Chiapas office. You will identify client financial needs, present a range of products including investments, loans and insurance, and build lasting relationships while consistently meeting sales targets.

You will work with a client-centric approach, collaborate with internal teams to ensure smooth onboarding, and adhere to regulatory standards.