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