The main focus of the role is to strategically target and then directly contact potential high net worth expat and native clients who are living, working and retiring in Mexico before outlining our client’s proposition and introducing them to one of our qualified, Senior Financial Planners. A BDM with our client is able to pitch potential clients over email, telephone or in person.

Identify and help to develop strategic relationships with partners or potential customers. Conduct market research for existing and prospective clients. Drive pipeline growth by following up on marketing campaigns and leads. Coordinate appointments, meetings, and calls between customers and Client Business Executives and Sales Directors. Assist in the development of a strong pipeline of new business opportunities through direct or indirect customer contact and prospecting. Leverage phone/email for prospecting with key metrics around setting qualified first sales interactions and next step calls leading to proposals/pipeline. Independently and collaboratively solve deal-level challenges to increase overall revenue and sales bookings.