About the Role

Our client, a prominent financial institution with a strong presence in Tuxtla Gutiérrez, Chiapas , is seeking an ambitious and client-focused Commercial Advisor to join their dynamic team. This is an excellent opportunity for individuals with a passion for finance and a drive to build lasting client relationships. You will be responsible for understanding client financial needs, recommending appropriate products and services, and ensuring a high level of customer satisfaction. This role requires a strong sales acumen and a commitment to ethical financial practices. As a key member of our team, you will contribute directly to the company's growth and success by serving our valued clientele in the region.

Key Responsibilities

- Engaging with potential and existing clients to identify their financial needs and goals.
- Presenting and explaining a range of financial products and services, including investment options, loans, and insurance.
- Developing and maintaining strong, trust-based relationships with clients.
- Achieving and exceeding sales targets through effective consultation and follow-up.
- Providing exceptional customer service and addressing client inquiries and concerns promptly.
- Keeping abreast of market trends, competitor offerings, and regulatory changes in the financial services industry.
- Preparing and processing client applications and documentation accurately.




- Collaborating with internal teams to ensure seamless client onboarding and service delivery.
- Adhering to all company policies, procedures, and compliance requirements.
- Participating in team meetings and training sessions to enhance knowledge and skills.

Requirements

- High school diploma or equivalent; a degree in Business Administration, Finance, Economics, or a related field is a plus.
- Proven experience in sales, customer service, or a client-facing role, preferably within the financial services sector.
- Strong understanding of financial markets and products.
- Excellent interpersonal, communication, and negotiation skills.
- A client-centric approach with a focus on building long-term relationships.
- Ability to work independently and manage a client portfolio effectively.
- Proficiency in using CRM software and other relevant sales tools.
- High ethical standards and a commitment to integrity.
- Must be able to work full-time in our Tuxtla Gutiérrez, Chiapas office.

Benefits

Our client offers a competitive base salary plus attractive commission and bonus structures, along with a comprehensive benefits package including health insurance and retirement plans. We provide extensive training and continuous professional development opportunities to help you excel in your career. Join a reputable organization with a strong commitment to its employees and clients, and be part of a team that makes a real difference in people's financial lives.

📌 Asesor Comercial para Servicios Financieros (Tuxtla Gutiérrez)
🏢 Placements24
📍 Tuxtla Gutiérrez