Consultor de Ventas Corporativas (Servicios Financieros)

Placements24; Saltillo; Hybrid; MXN 700,000 - 1,000,000; Full time

Benefits offered by this job

Base salary with commission

Health insurance

Career growth opportunities

Hybrid work flexibility

Job summary

Placements24 is seeking a Corporate Sales Consultant to drive growth with corporate clients in Saltillo. You will develop tailored financial strategies, present proposals, and close deals while collaborating with internal specialists to deliver comprehensive solutions.

The role requires solid experience in corporate sales, knowledge of financial products, and strong negotiation and relationship management skills. A hybrid work model blends client meetings in Saltillo with remote collaboration.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Proven corporate sales or relationship management experience.
• Strong knowledge of financial products and corporate finance principles.
• Excellent communication, presentation, and negotiation skills.
• Ability to work in a hybrid model with client meetings in Saltillo, Coahuila.

Responsibilities

• Develop and implement strategic sales plans to achieve targets for corporate financial products and services.
• Identify and pursue new business opportunities within the corporate client segment.
• Build and maintain strong relationships with key executives and decision-makers.
• Analyze client financial needs and provide expert advice on investments, lending, and other solutions.
• Prepare and present proposals, financial models, and product recommendations.
• Negotiate terms and conditions of service agreements for mutual benefit.
• Collaborate with internal specialists to deliver comprehensive solutions.
• Stay informed about market trends, regulatory changes, and competition.
• Manage a pipeline of leads and ensure timely follow-up and closing.
• Provide ongoing support and exceptional service to corporate clients.

Skills

Corporate sales

Relationship management

Negotiation

Financial analysis

CRM proficiency

Financial modeling

Presentation skills

English proficiency

Education

Bachelor's degree

Tools

CRM systems

Financial modeling tools

Job description

About the Role

Our client, a prestigious financial services institution, is seeking a highly skilled and client-focused Consultor de Ventas Corporativas to join their team in Saltillo, Coahuila . This role is essential for driving the growth of our financial product and service offerings to corporate clients. The ideal candidate will possess a strong understanding of financial markets, investment products, and corporate banking solutions, coupled with exceptional sales and advisory skills. You will be responsible for identifying client needs, developing tailored financial strategies, and building enduring relationships with key decision-makers in the corporate sector. This position requires a proactive approach, analytical rigor, and a commitment to ethical conduct and client success. The hybrid work model allows for effective client engagement and strategic planning.

Key Responsibilities

• Develop and implement strategic sales plans to achieve targets for corporate financial products and services.
• Identify and pursue new business opportunities within the corporate client segment.
• Build and maintain strong, trusted relationships with key executives and decision-makers at client organizations.
• Analyze client financial needs and provide expert advice on suitable investment, lending, and other financial solutions.
• Prepare and present compelling proposals, financial models, and product recommendations.
• Negotiate terms and conditions of service agreements to ensure mutual benefit and profitability.
• Collaborate with internal specialists (e.g., investment banking, risk management) to deliver comprehensive solutions.
• Stay informed about market trends, regulatory changes, and competitive offerings in the financial services industry.
• Manage a pipeline of leads and opportunities effectively, ensuring timely follow-up and closing.
• Provide ongoing support and exceptional service to existing corporate clients.

Requirements

• Proven experience in corporate sales, business development, or relationship management within the financial services industry.
• Solid understanding of financial products (e.g., loans, investments, treasury services) and corporate finance principles.
• Demonstrated ability to meet and exceed sales targets in a competitive environment.
• Excellent analytical, problem-solving, and negotiation skills.
• Strong communication, presentation, and interpersonal abilities.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant certifications (e.g., CFA) are a plus.
• Ability to work effectively in a hybrid model, balancing remote work with client meetings in Saltillo, Coahuila .
• Proficiency in CRM systems and financial modeling tools.
• Fluency in Spanish required; English proficiency is highly desirable.

Benefits

• Our client offers a competitive base salary, a rewarding commission and bonus structure, and a comprehensive benefits package including health, life, and disability insurance.
• Opportunities for continuous professional development, advanced training, and career growth within a leading financial institution are provided.
• The company culture emphasizes integrity, client focus, and team collaboration.
• Additional benefits include retirement savings plans, paid time off, and wellness programs.
• This role offers significant professional fulfillment in the dynamic financial sector of Coahuila .