Asesor Comercial para Servicios Financieros

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

About the Role

Our client, a prominent financial institution with a strong presence in Tuxtla Gutiérrez, Chiapas , is seeking an ambitious and client-focused Commercial Advisor to join their dynamic team. This is an excellent opportunity for individuals with a passion for finance and a drive to build lasting client relationships. You will be responsible for understanding client financial needs, recommending appropriate products and services, and ensuring a high level of customer satisfaction. This role requires a strong sales acumen and a commitment to ethical financial practices. As a key member of our team, you will contribute directly to the company's growth and success by serving our valued clientele in the region.

Key Responsibilities

• Engaging with potential and existing clients to identify their financial needs and goals.
• Presenting and explaining a range of financial products and services, including investment options, loans, and insurance.
• Developing and maintaining strong, trust-based relationships with clients.
• Achieving and exceeding sales targets through effective consultation and follow-up.
• Providing exceptional customer service and addressing client inquiries and concerns promptly.
• Keeping abreast of market trends, competitor offerings, and regulatory changes in the financial services industry.
• Preparing and processing client applications and documentation accurately.
• Collaborating with internal teams to ensure seamless client onboarding and service delivery.
• Adhering to all company policies, procedures, and compliance requirements.
• Participating in team meetings and training sessions to enhance knowledge and skills.

Requirements

• High school diploma or equivalent; a degree in Business Administration, Finance, Economics, or a related field is a plus.
• Proven experience in sales, customer service, or a client-facing role, preferably within the financial services sector.
• Strong understanding of financial markets and products.
• Excellent interpersonal, communication, and negotiation skills.
• A client-centric approach with a focus on building long-term relationships.
• Ability to work independently and manage a client portfolio effectively.
• Proficiency in using CRM software and other relevant sales tools.
• High ethical standards and a commitment to integrity.
• Must be able to work full-time in our Tuxtla Gutiérrez, Chiapas office.

Benefits

Our client offers a competitive base salary plus attractive commission and bonus structures, along with a comprehensive benefits package including health insurance and retirement plans. We provide extensive training and continuous professional development opportunities to help you excel in your career. Join a reputable organization with a strong commitment to its employees and clients, and be part of a team that makes a real difference in people's financial lives.