Financial Advisors wanted in Mexico
- 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 company-established policy obligations
Qualifications
- 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 advantageous
- 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)
USP’s AND MAIN ADVANTAGES FROM WORKING IN MEXICO:
- HUUUGE market. Mexico City comprises of approximately 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)
- Ongoing training and support
- Competitive commission pay structure
- Magnificent weather year-round
Please note: This position would suit experienced UK / EU / US / AU/ NZ / ZA 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 inglés por favor.