drjobs Financial Advisor Mexico

Financial Advisor Mexico

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Mérida - Mexico

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Duties & Responsibilities include:

  • Networking at every opportunity including but not limited to; networking events social events charity sports and other business events.
  • Conducting a full assessment and suitability report for clients in order to provide the correct solution
  • Achieving sales targets
  • Full ownership of sales lead starting from 1st contact right through to close.
  • Database management ensuring data being used is recent and updated regularly.
  • Managing and servicing your client accounts.
  • Fulfil all companyestablished policy obligations

Qualifications :

REQUIREMENTS:

  • At least 2 years proven working experience as a Financial adviser or relevant offshore experience
  • Proven track record of successful financial guidance
  • A book of business would be preferred
  • Proven track record of sales and client base
  • Strong communication negotiation and presentation skills
  • Highly organised and efficient
  • Accuracy attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • Professional appearance


Additional Information :

BENEFITS:

  • Working for a prestigious and well respected growing British owned firm hailing from Asia
  • High rate of initial sales commission
  • Share of all trails and management fees
  • All networking and any basic business expenses covered
  • Qualified meetings from our sales coordinators
  • Full back office and sales support via admin staff and modern cloud systems (cash flow analysis CRM suitability reports risk profiling client valuations)


USPs AND MAIN ADVANTAGES FROM WORKING IN MEXICO:

  • HUUUGE market. Mexico City comprises of approx 22 million people
  • Very low cost of living
  • Vibrant metropolitan city
  • Ability to sell to locals as well as expats (not as limited as other places to only expats)
  • Little to no competition (Local products are considerably inferior)
  • Large established coordinator team.
  • Fantastic modern office
  • Quarterly incentives (E.g. Ipads cruises weekend breaks etc)
  • Ongoing training and support
  • Competitive pay structure
  • Great atmosphere with a hugely diverse team of people from all over the world (12 countries currently)
  • Magnificent weather yearround

Please note: This position would typically suit experienced UK / EU / US  and other English speaking Western investment advisory candidates as well as local Mexican consultants. Past experience working in a sales function in the financial services industry is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required experience. Todo el CV debe estar en ingls por favor.


Remote Work :

No


Employment Type :

Fulltime

Employment Type

Full-time

Company Industry

About Company

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.