About the Role

Our client is seeking a dedicated and persuasive Comercializador de Servicios Financieros to join their team in Acapulco, Guerrero . This role is focused on promoting and selling a range of financial products and services to individuals and businesses within the region. The idóneo candidate will possess strong interpersonal skills, a solid understanding of financial markets, and a proven ability to build trust and close deals. You will be responsible for identifying client needs, recommending appropriate financial solutions, and ensuring a high level of customer satisfaction. This is an excellent opportunity to contribute to the financial well‑being of clients while advancing your career in the financial services sector within a vibrant coastal city.

Key Responsibilities

- Promote and sell a variety of financial products and services 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 strong relationships with clients to ensure 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, financial regulations, and new product offerings.
- Conduct client meetings, presentations, and follow‑ups to drive sales.




- Ensure compliance with all relevant financial regulations and company policies.
- Generate leads through networking, referrals, and proactive outreach.
- Provide excellent customer service and address client inquiries and concerns promptly.

Requirements

- High school diploma required; Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred.
- Previous experience in sales, particularly in financial services, banking, or insurance.
- Demonstrated ability to meet sales targets and drive revenue growth.
- Strong knowledge of financial products and markets.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build rapport and trust with clients.
- Proficiency in relevant software and CRM systems.
- Self‑motivated, organized, and results‑oriented.
- Familiarity with the Acapulco market is an advantage.
- Relevant financial certifications are a plus.
- Fluent in Spanish.

Benefits

Our client offers a competitive salary, performance‑based commissions, and a comprehensive benefits package including health insurance and retirement plans. This role provides an excellent opportunity for career growth and professional development within the financial services industry. Join a dynamic team and contribute to the financial success of clients in the beautiful city of Acapulco . We offer a supportive work environment that encourages continuous learning and achievement.

📌 Comercializador de Servicios Financieros (Acapulco de Juárez)
🏢 Placements24
📍 Acapulco de Juárez