Investment Sales Executive | Peru

Description

Position Summary: We are seeking a results-oriented Investment Sales Executive to develop new business opportunities and build a robust client portfolio, representing our value proposition. Key Highlights: 1. Development of new business opportunities and a solid client portfolio 2. Building and maintaining long-term business relationships 3. Ongoing training and professional growth opportunities ***At SynerGy***, we continue strengthening our presence in Latin America and seek to incorporate an Investment Sales Executive into our team in Peru — a highly results-driven professional capable of generating new business relationships and possessing a long-term vision. SynerGy is an international financial company with operations in the United States, Ecuador, Peru, and Colombia, currently undergoing regional expansion and consolidation. We seek a commercial profile that understands financial solutions sales are built on trust, relationship management, strategic prospecting, and professional follow-up. What will be your primary challenge? Developing new business opportunities and building a solid client portfolio, representing SynerGy’s value proposition in the Peruvian market. Key Responsibilities \* Prospect and acquire new clients according to the target profile defined by the company. \* Develop opportunities through networking, referrals, personal client portfolio, digital outreach, commercial meetings, and proactive generation of new business. \* Manage the entire sales process comprehensively — from prospect identification through conversion and subsequent follow-up. \* Identify the prospective client’s general needs and qualify opportunities according to SynerGy’s established commercial criteria. \* Present the company’s value proposition and investment solutions clearly, professionally, and consultatively. \* Build and maintain long-term business relationships with clients and prospects. \* Manage an active sales pipeline, prioritizing opportunities and conducting continuous follow-up. \* Timely record all sales activities, prospects, and opportunities in the CRM. \* Actively participate in events, relationship-building meetings, and corporate networking forums. \* Achieve the commercial and new-business development goals set for this position. What profile are we looking for? \* Bachelor’s degree, graduate, or professional in Administration, Finance, Economics, Commercial Engineering, Marketing, Business, or related fields. \* Minimum 2–3 years of experience in commercial roles, preferably within the financial sector, investments, banking, insurance, wealth management, high-value real estate, or consultative sales. \* Proven experience in prospecting, acquiring, and developing new clients. \* Experience managing a personal client portfolio, high-net-worth clients, or commercial relationship networks will be highly valued. \* Excellent communication, negotiation, and interpersonal relationship skills. \* Executive profile, results-oriented, with ability to cultivate long-term business relationships. \* Discipline in pipeline management and opportunity follow-up. \* Proficiency in CRM systems and digital sales tools. \* Proactivity, autonomy, commercial resilience, and strong execution capability. \* Genuine interest in professional development within the financial and investment sectors. What do we offer? \* Formal employment with all legally mandated social benefits. \* Health insurance (EPS). \* Fixed salary \+ variable compensation based on goal achievement. \* Continuous training on products, processes, and commercial methodology. \* Support throughout onboarding and client portfolio development. \* Real opportunities for professional growth within the commercial area. \* Participation in corporate events and relationship-building forums. \* Exposure to a financially oriented operation with regional reach. \* The opportunity to contribute to SynerGy’s expansion in Peru and Latin America. We seek professionals who do not merely wait for opportunities, but possess the ability to create, develop, and convert them into long-term business relationships. If you have commercial experience, can generate new business, and wish to advance your career in the financial sector, we want to meet you. Apply now and become part of SynerGy’s growth in Peru. Salary: S/.3,000\.00 \- S/.3,400\.00 per month Experience: * Commercial: 3 years (Mandatory) Work Location: On-site employment