Sales specialist field

Senior Planning Services

📍 guadalajara, jalisco, Mexico 💼 Full-time 🕒 Posted June 27, 2026

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Job Description

We are seeking a motivated In-House Sales Specialist to support company growth through outbound partner outreach and relationship development. This is a phone-intensive, sales-driven role using company-provided leads. The position also includes customer success responsibilities, supporting partners and clients through onboarding and beyond.
This is a full-time, in-office role for individuals who thrive in a fast-paced, performance-oriented setting.
Key Responsibilities  
 Conduct high-volume outbound calls to referral partners using provided leads Build and maintain strong partner and referral relationships Educate partners on pooled trust solutions and Medicaid planning benefits Drive conversions and consistently meet sales and outreach goals Serve as a point of contact for partners and newly onboarded clients Support client onboarding and ensure a positive post-sale experience Track outreach, follow-ups, and client interactions in CRM systems Collaborate with leadership t...
            

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Job Details

Location guadalajara, jalisco
Job Type Full-time
Category Other-General
Posted Date June 27, 2026
Application Deadline August 06, 2026