Senior Commercial Advisor
Peru
|
On-site
ABOUT THE CUSTOMER
Fintech company
FUNCTIONS
Prospect and visit potential clients to offer investment products and business opportunities.
Advise clients on wealth management and personal finance.
Prepare and present commercial reports to clients and new prospects.
Develop and implement sales strategies to promote company products.
Manage the necessary documentation for contract issuance.
Prepare daily reports of client visits and new prospects.
REQUIREMENTS
Experience in SAFs or property/casualty insurance companies.
Commercial “hunter” profile, focused on acquiring and developing clients.
Active portfolio of investors (preferably high-net-worth clients).
Minimum of 5 years of experience in mutual fund placement and management.
University degree in Finance, Economics, Business Administration, or related fields.
SKILLS
Communication at all levels
Proactivity
Autonomy
Results-oriented
Strong relationship-building skills
BENEFITS
Commissions
Transportation allowance / Mobility
Full health insurance (EPS 100%)
And others