Agente de Ventas Consultivas (Seguros)

Placements24; León; On-site; EUR 12,000 - 20,000; Full time

Benefits offered by this job

Health insurance

Retirement plan options

Career advancement opportunities

Job summary

Placements24 is seeking a motivated insurance sales agent in León, Guanajuato. You will guide clients through selecting suitable insurance products, conduct needs assessments, and present tailored proposals to meet budgets and goals.

Join a team focused on building long-term client relationships, meeting sales targets, and staying informed about industry trends and new products. A professional license is preferred, with relocation support available.

Qualifications

• Proven track record in sales, preferably in insurance or financial services.
• Excellent interpersonal, communication, and presentation skills.
• Strong negotiation and closing abilities.
• Ability to understand and explain complex financial products.
• Self-motivated, resilient, and goal-oriented.
• Proficiency in CRM software and sales tools.
• Valid insurance license or willingness to obtain one.
• Must be based in or willing to relocate to León, Guanajuato.
• High school diploma required; a bachelor's degree is a plus.

Responsibilities

• Prospect and identify potential clients through various channels, including networking and referrals.
• Conduct thorough needs assessments with prospective clients to understand their financial situations and insurance requirements.
• Present and explain a range of insurance products (life, health, auto, property) in a clear and understandable manner.
• Develop customized insurance proposals tailored to individual client needs and budgets.
• Guide clients through the application and underwriting process, ensuring accuracy and compliance.
• Build and maintain strong, long-lasting relationships with clients through exceptional service and follow-up.
• Achieve and exceed monthly and quarterly sales targets.
• Stay up-to-date on industry trends, new products, and competitor offerings.
• Collaborate with team members and management to share best practices and drive collective success.

Job description

About the Role

Our client is seeking a highly motivated and consultative Agente de Ventas specializing in insurance products to join their thriving team in León, Guanajuato . This role requires a passionate individual who excels at building relationships, understanding client needs, and providing tailored insurance solutions. The ideal candidate will possess excellent communication and negotiation skills, a strong ethical compass, and a drive to achieve sales targets. You will be responsible for guiding potential clients through the complex world of insurance, offering expert advice and ensuring they are adequately protected. This is a fantastic opportunity to build a successful career in a stable and growing industry.

Key Responsibilities

• Prospect and identify potential clients through various channels, including networking and referrals.
• Conduct thorough needs assessments with prospective clients to understand their financial situations and insurance requirements.
• Present and explain a range of insurance products (life, health, auto, property) in a clear and understandable manner.
• Develop customized insurance proposals tailored to individual client needs and budgets.
• Guide clients through the application and underwriting process, ensuring accuracy and compliance.
• Build and maintain strong, long-lasting relationships with clients through exceptional service and follow-up.
• Achieve and exceed monthly and quarterly sales targets.
• Stay up-to-date on industry trends, new products, and competitor offerings.
• Collaborate with team members and management to share best practices and drive collective success.

Requirements

• Proven track record in sales, preferably in the insurance or financial services sector.
• Excellent interpersonal, communication, and presentation skills.
• Strong negotiation and closing abilities.
• Ability to understand and explain complex financial products.
• Self-motivated, resilient, and goal-oriented.
• Proficiency in CRM software and sales tools.
• Valid insurance license or willingness to obtain one.
• Must be based in or willing to relocate to León, Guanajuato .
• High school diploma required; a bachelor's degree is a plus.

Benefits

• Our client offers a competitive base salary plus an attractive commission structure designed to reward high performance.
• You will receive comprehensive sales training, ongoing product education, and opportunities for career advancement within the organization.
• Benefits include health insurance, retirement plan options, and a supportive team environment.
• Join a reputable company committed to professionalism and client success in the dynamic city of León .