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.

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