Ejecutivo de Servicios Financieros: Ventas y Soluciones

Placements24; Acapulco; On-site; MXN 360,000 - 480,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Sales experience

Interpersonal skills

CRM software

Spanish fluency

Negotiation

Education

High school diploma

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

Tools

CRM systems

Job description

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.