Comercializador de Servicios Financieros - Acapulco

Placements24; Acapulco; Sur place; MXN 360 000 - 480 000; Plein temps

Résumé du poste

Placements24 is seeking a dedicated Financial Services Marketer to join their team in Acapulco, Guerrero. The role focuses on promoting and selling a range of financial products to individuals and businesses in the region, requiring strong interpersonal skills and a proven ability to close deals.

You will identify client needs, recommend suitable financial solutions, and develop long‑term relationships while meeting monthly and quarterly sales targets.

Qualifications

• High school diploma required.
• Bachelor's degree in Finance, Business Administration, Economics or related field preferred.
• Experience in sales, especially financial services, banking, or insurance.
• Strong communication and negotiation skills.

Responsabilités

• Promote and sell financial products 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 relationships with clients for 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, regulations, and new product offerings.
• Conduct client meetings, presentations, and follow-ups to drive sales.
• Ensure compliance with financial regulations and company policies.
• Generate leads through networking, referrals, and proactive outreach.

Connaissances

Sales experience

Interpersonal skills

CRM software

Spanish fluency

Negotiation

Formation

High school diploma

Bachelor's degree in Finance/Business/Economics (preferred)

Outils

CRM systems

Description du poste

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.