Asesor/a Financiero en México - Madrid, España - The Wise Seeker Services
Descripción
En The Wise Seeker estamos en búsqueda de un Asesor/a Financiero para nuestro cliente ubicado en México: una empresa encargada de brindar asesoría financiera sólida y confiable a sus clientes, haciendo crecer su patrimonio a través de soluciones en seguros financieros de calidad.
Buscamos un perfil para unirse a su equipo de ventas, que busque resultados y sobresalir en su desarrollo personal y laboral.
El asesor financiero será responsable de asesorar a los clientes sobre sus necesidades de seguro, ofrecer soluciones personalizadas y garantizar la satisfacción del cliente.
Este es un papel fundamental que requiere habilidades de ventas, conocimiento del mercado de seguros y un enfoque en la excelencia en el servicio al cliente.
Tasks:
- Develop and execute a territory plan focused on customer growth, retention, and revenue generation.
- Manage a collection of toptier accounts including onboarding, contract renewals
- Build a metricsdriven sales pipeline of new opportunities within the account base.
- Accurately forecast monthly and quarterly expected upsell revenue.
- Accurately forecast quarterly retention rates and work on planning to renew strategic customers
- Continually identify and communicate customer knowledge gaps and opportunities for Brightcove products and services.
- Evaluate market trends and gather competitive information, identifying trends that impact current and future growth of regional sales and profitability.
- Help to build the knowledge base in applicable Brightcove communities including lessons learned, best practices, tools, methods, and product enhancements.
Requirements:
- 8+ years of related experience in account management with a record of achievement in meeting and exceeding goals.
- Solid track record in a SaaS environment, preferably selling into Director and C-Level executives in video/broadcasting, martech, advertising & media technology,
- Demonstrated ability to develop, manage, and carry through complex deals to closure.
- Demonstrated ability to qualify opportunities and interact with other team members to work toward closing deals.
- An ability to assess and uncover client needs and pain points effectively and provide solutions through new products and services.
- Detailed understanding of client business strategy, drivers, goals and initiatives and translating these into Brightcove selling opportunities.
- Demonstrate excellent networking skills to identify the right customer stakeholders and build connections quickly to drive consensus for deals; drive communications with internal cross functional teams for deal success.
- Retain a customerfirst attitude while still exhibiting excellent negotiation skills.
- Passion for video and technology is a must
- Exceptional verbal and written communication skills and proven presentation/demonstration skills with clients and partners.
- BA/BS in Business, Marketing or related field is highly desired
- Fluent in Japanese and English
- Travel as and when required
Benefits:
- Medical insurance
- Retirement
- Equity
- Work from home
- Paid time off
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