Ejecutivo Comercial Senior Remoto - Servicios Financieros

Placements24; Oaxaca de Juárez; Hybrid; MXN 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Fully remote

Competitive salary with performance‑dr

Health, dental, and life insurance

Professional growth opportunities

Advanced financial tools access

Job summary

Placements24 is seeking a Senior Commercial Executive for a fully remote role in Mexico. You will lead strategic sales efforts, target high-net-worth and corporate clients, and drive revenue growth for a respected financial services firm.

You will analyze client needs, present tailored solutions, negotiate complex deals, and work with onboarding teams while maintaining robust CRM records. Fluency in Spanish and English is required, with 5–7 years of related experience.

Qualifications

• 5-7 years of progressive sales or business development in financial services.
• Proven success in meeting and exceeding ambitious sales targets.
• In-depth knowledge of financial products, market dynamics, and regulatory compliance.
• Exceptional communication and client management skills.
• Ability to work autonomously in a remote setup and manage complex relationships.
• Bilingual in Spanish and English.

Responsibilities

• Develop and implement strategic sales plans to achieve targets for client acquisition and revenue growth in financial services.
• Identify and prospect high-net-worth clients and corporate accounts through diverse channels.
• Nurture existing client relationships with expert financial advice and tailored solutions.
• Conduct needs analyses and present customized product and service recommendations.
• Negotiate terms and close complex deals while ensuring client satisfaction.
• Stay informed on market trends, regulatory changes, and new financial products.
• Collaborate with internal teams to ensure seamless onboarding and service delivery.
• Maintain accurate client records and CRM activity.
• Aim to exceed sales quotas and performance objectives.

Job description

About the Role

Our client, a leading financial services firm, is seeking a highly accomplished Senior Commercial Executive to join their expanding remote team. This position is fully remote and requires a seasoned professional with a proven track record in the financial sector. You will be responsible for developing and executing strategies to acquire new clients, manage key relationships, and drive revenue growth. The ideal candidate possesses deep knowledge of financial products and services, exceptional sales acumen, and the ability to thrive in a virtual, client-focused environment. This is an exciting opportunity to contribute to a respected financial institution from anywhere in Mexico, making a significant impact on their client acquisition and retention efforts originating from the historic region of **Oaxaca City, Oaxaca**.

Key Responsibilities

• Develop and implement strategic sales plans to achieve company targets for client acquisition and revenue growth within the financial services sector.
• Identify and prospect potential high-net-worth clients and corporate accounts through various outreach channels.
• Manage and nurture existing client relationships, providing expert advice and tailored financial solutions.
• Conduct comprehensive financial needs analyses and present customized product and service recommendations.
• Negotiate terms and close complex deals, ensuring client satisfaction and long-term commitment.
• Stay abreast of market trends, regulatory changes, and new financial products to provide expert guidance.
• Collaborate with internal support teams to ensure seamless client onboarding and service delivery.
• Maintain accurate and detailed client records and sales activities in the CRM system.
• Achieve and exceed assigned sales quotas and performance objectives.

Requirements

• Minimum of 5-7 years of progressive experience in sales or business development within the financial services industry (banking, investment, insurance).
• Demonstrated success in meeting and exceeding ambitious sales targets.
• In-depth knowledge of financial products, market dynamics, and regulatory compliance.
• Exceptional communication, interpersonal, negotiation, and client management skills.
• Proven ability to build and maintain strong relationships with a sophisticated client base.
• Proficiency in CRM systems and financial modeling tools.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field is required; relevant certifications (e.g., CFA, CFP) are a strong asset.
• Highly motivated, self-disciplined, and capable of working autonomously in a remote setup.
• Excellent command of both Spanish and English.

Benefits

• Highly competitive base salary plus significant performance-based bonuses.
• Fully remote working arrangement offering exceptional flexibility.
• Comprehensive health, dental, and life insurance coverage.
• Opportunities for professional growth, continuous learning, and career advancement.
• Access to advanced financial tools and resources.
• Be part of a reputable and forward-thinking financial institution.