Estratega en Finanzas Personales (Vendedor)

Role Description This is a full-time, on-site role for a Estratega en Finanzas Personales (Vendedor) located in the Mexico City Metropolitan Area. The responsibilities include proactively identifying and engaging potential clients, understanding their financial needs, presenting tailored financial strategies, and managing client relationships to ensure long-term satisfaction. The role also involves maintaining up-to-date knowledge of financial products and services while achieving sales targets and contributing to team goals. Qualifications Strong skills in Sales, Customer Relationship Management Excellent Communication, Active Listening, and Interpersonal Skills Self-motivation, goal orientation, and a proactive approach to sales Bachelor's degree in Finance, Business, Economics, or a related field Previous experience in sales, financial advisory, or related roles is a plus