Relationship Manager, Private Risk - Insurance Advisory Solutions
Foundation Risk PartnersSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Payments, Financial Services, FintechIndustries
Requirements
- More than 8 years of relevant experience and a completed master's or bachelor's degree
- Proven experience in field sales or similar positions in Spanish and English
- Solid track record in financial services and management of complex sales cycles or highly technical products
- Extensive experience in analyzing and preparing financial reports for clients
- Outstanding communication, negotiation, and collaboration skills in international executive environments
- Experience with CRM and advanced Office skills
- Ability to work independently and in teams, understand complex technological solutions, and explain them clearly
- Ease in public speaking and interacting with executives and technical profiles
- Analytical and problem-solving skills, multicultural sensitivity, and experience working with teams from Central America, the Caribbean, and the United States
- Full fluency in spoken and written English
Responsibilities
- Demonstrate a deep understanding of the payments ecosystem and the needs of issuers
- Prepare presentations and sales materials as requested by management
- Seek, qualify, negotiate, and close opportunities within the assigned area
- Identify high-potential clients and establish relationships with key decision makers
- Draft and execute contracts, monitor sales progress, and ensure proper project delivery
- Prepare business cases and financial analyses to support sales, including ROI projections
- Manage the sales pipeline, budget, and planning
- Collaborate on cases assigned by the regional sales leader, preparing proposals and materials that highlight Visa's technical capabilities and solution advantages
- Drive and achieve RaIS booking and revenue goals and other value-added services for issuers, collaborating with executives and account managers in acquiring new clients or cross-selling
- Acquire and develop clients in collaboration with market product teams
- Understand complex client challenges and apply Visa technology to solve them
- Serve as a reference in Visa’s value-based sales methodology, post-sales commercialization, and joint success planning with clients
- Prepare proposals, analyses, and presentations that emphasize the technical advantages of the solutions
- Interact with internal cross-functional teams to provide market information for the design of new solutions
- Identify and quantify market opportunities alongside local relationship and product teams
- Support requests from the direct supervisor or colleagues
Skills
Sales
Risk Management
Payments Ecosystem
Business Case Development
ROI Analysis
Financial Modeling
Contract Negotiation
Pipeline Management
Client Relationship Management
Presentations
Proposal Writing
Visa
Global digital payment network provider
About Visa
Visa operates a global digital payment network that facilitates electronic payments for millions of people daily. The company connects consumers, businesses, financial institutions, and governments, allowing them to make transactions using Visa cards. Each time a card is used, Visa earns money through transaction, service, and data processing fees. Unlike many competitors, Visa focuses on expanding access to financial services for underserved communities and supporting local economies. The company's goal is to promote financial inclusivity and drive sustainable commerce, ensuring that more people can participate in the global economy.
San Francisco, CaliforniaHeadquarters
1958Year Founded
$55.8MTotal Funding
ANGEL_INDIVIDUALCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Health Insurance.
Life Insurance.
Dental Insurance.
Disability Insurance.
Accidental Death & Dismemberment Insurance.
Risks
CBDCs could reduce reliance on Visa's payment network.
'Buy Now, Pay Later' services may decrease traditional credit card transactions.
Fintech startups offering zero-fee transactions could pressure Visa's revenue model.
Differentiation
Visa operates a global digital payment network connecting millions daily.
The company focuses on financial inclusivity and sustainability in its operations.
Visa collaborates with central banks on Central Bank Digital Currencies (CBDCs).
Upsides
Visa's partnership with fintechs enhances cross-border payment solutions.
Adoption of blockchain technology could revolutionize digital payments.
AI-driven fraud detection systems are reducing fraudulent activities.
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