Role Description This full-time B2C Financial-Commercial Consultant role at Safe Consultants is a hybrid position based in Bogota, D.C., with a combination of on-site client meetings and work-from-home tasks. The consultant will meet with individual clients to understand their financial needs, explain products and services in clear, accessible language, and recommend tailored financial and commercial solutions. Daily responsibilities include analyzing client information, preparing proposals, following up on leads, and managing a personal portfolio of clients to support long-term relationships. The role involves coordinating with internal teams to ensure accurate documentation, compliance with company policies and local regulations, and timely implementation of agreed solutions. The consultant is also expected to meet sales and service targets, track performance metrics, and contribute feedback to improve processes and client experience.

Qualifications

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