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.
TasksDevelop and execute a territory plan focused on customer growth, retention, and revenue generation.Manage a collection of top-tier accounts including onboarding, contract renewals.Build a metrics-driven sales pipeline of new opportunities within the account base.Accurately forecast monthly and quarterly expected up-sell 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.Requirements8+ 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 customer-first 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.BenefitsMedical insuranceRetirementEquityWork from homePaid time off
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