Financial Advisor – Sales

Description

Position Summary: We are seeking a financial advisor to comprehensively manage client portfolios, maximizing profitability while ensuring long-term relationships through personalized advisory services. Key Highlights: 1. Comprehensive personalized advisory services to maximize portfolio profitability 2. 360-degree commercial management and strategic business development 3. Active portfolio retention to foster long-term client relationships Role Purpose Become our clients’ strategic partner by delivering comprehensive, personalized advisory services to maximize the profitability of their assets—always balancing risk analysis with investment liquidity. Key Responsibilities 360-Degree Commercial Management: Prospecting and placement of high-value banking products (payroll portability, corporate loans, premium credit cards, and insurance). Market Strategy: Business development through field prospecting, corporate visits, and branch-based client service (Hybrid model). Retention: Management, follow-up, and deepening of active client portfolios to ensure long-term relationships. Goal Achievement: Focus on productivity and financial profitability metrics. Desired Profile Experience: Minimum 1 year in financial sector sales or brokerage Education: Completed high school diploma (minimum) Competencies: Excellent verbal fluency, advanced negotiation skills, and strong goal orientation under pressure. Value Proposition: Competitive Compensation: Guaranteed base salary + uncapped commission structure (your earning potential is entirely up to you!). Benefits: Statutory benefits plus enhanced benefits from day one. Tools: Technological equipment and work-support tools provided. Stability & Growth: Career development plan within the institution. TRAVEL ALLOWANCE Schedule and Location Monday to Friday: 8:30 AM to 6:00 PM. Saturday: 9:00 AM to 2:00 PM PACHUCA AREA. -Requirements- Minimum education: Upper secondary education – General High School Diploma 1 year of experience Keywords: advisor, asesor, financial, cambaceo, sales