Financial Coordinator Mexico

Prestige IFA Jobs; Ciudad de México; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading company in financial services seeks a Business Development Manager to drive sales by engaging high net worth clients. This remote role offers a competitive salary plus commission, with opportunities for career growth in a dynamic environment. Ideal candidates will have a background in financial telesales and a proactive approach to business development.

Servicios

Commission payments starting at 12%

Quarterly events for top performers

Comprehensive support from an administrative team

Internal compliance with high regulations

Formación

• 1+ years of experience in financial telesales or client-facing sales roles.
• Proven track record in proactive sales and business development.
• Ability to comfortably deal with high net worth individuals.

Responsabilidades

• Strategically target high net worth clients through various contact methods.
• Conduct research on local and international market trends.
• Develop and maintain relationships with strategic partners.

Conocimientos

Sales Process

Lead Generation

Client Communication

Market Trends Analysis

Objection Handling

Descripción del empleo

• Basic salary + commission on closed deals. USD / Month
• Salary: Basic salary + commission on closed deals.

The Business Development Manager position has a fundamental value to the overall success of the business, making it an excellent opportunity for someone who is driven to seek excellence in everything they do. If you are a successful salesperson and looking for the platform to build a new career with our client, this is the remote job for you. Our very established British client with brand new offices in Mexico City is currently looking for experienced tele sales financial coordinators, preferably with financial services / call center experience.

The main focus of the role is to strategically target and then directly contact potential high net worth expat and native clients who are living, working and retiring in Mexico before outlining our client’s proposition and introducing them to one of our qualified, Senior Financial Planners. This involves using a wide variety of sources to map both the corporate and socio-economic landscapes within the area you are focusing on, highlighting local, British and other international executives. It is very useful to know about how current affairs are affecting the financial markets due to the diverse client range associated with our client (clients will come from a number of jurisdictions including UK, USA, Germany, Australia and South Africa).

In tandem with the research stage, a BDM with our client is able to pitch potential clients over email, telephone or in person. An innate enjoyment of the sales process and confidence talking to a wide range of individuals is therefore key for this position.

Desired Skills and Experience

• An individual with a proven and demonstrable track record within a pro-active sales and business development role
• Ability to generate leads and strategically develop new business, alongside continue to develop business through referrals
• Comfortable dealing with high net worth individuals
• Ability to handle objections
• Good soft skills (organised- Excel driven, analytical, flexible, pro-active, creative)
• The ability to keep up to date with market trends and latest financial news.
• Ability to navigate through multiple business sites (not just LinkedIn but business sites, directories).

You will benefit from:

• A basic salary plus commission
• Commission payments: 12% and upwards pay away on new business generated
• Warm relationships with key strategic partners across the industry
• Unrivalled quarterly events
• Global incentives for top performers
• Excellent administrative team to assist with business placement, including an internal pension team
• Internal compliance to the highest level of regulation in every jurisdiction

MINIMUM REQUIREMENTS:

Please note : This position would typically suit experienced Mexican or EU / UK / US / RSA candidates as consumers served by my client will be Mexican and typical Western type expatriates. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year’s experience) will be considered for this role.