Asesor(a) de Vida y Retiro — Remoto + Comisión Ilimitada

Placements24; Tuxtla Gutiérrez; Hybrid; MXN 420,000 - 660,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with company match

Extensive training & development

Remote work across Mexico

Job summary

Placements24 is seeking an Especialista en Seguros de Vida y Retiro to join a fully remote nationwide team. You will guide clients on life insurance, annuities, and retirement planning, crafting personalized financial plans with clear explanations of products and strategies.

Strong communication and digital outreach are essential for success in a remote environment. The ideal candidate has a finance-related degree, prior advisory or sales experience in life insurance, and licenses or plans to

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Proven experience in sales or advisory roles within life insurance and/or retirement planning.
• Strong understanding of life insurance products, annuities, mutual funds, and retirement accounts.
• Excellent communication, presentation, and interpersonal skills in virtual settings.
• Licenses such as life insurance or investment licenses are required or to be obtained.

Responsibilities

• Conduct virtual consultations to assess life insurance and retirement planning needs.
• Develop and present financial plans and insurance proposals tailored to client goals.
• Explain complex policies, annuities, and retirement options clearly to clients.
• Analyze client finances to recommend savings and investment strategies.
• Maintain up‑to‑date knowledge of life insurance products, retirement vehicles, and regulations.
• Cross-sell or up-sell relevant products to existing clients.
• Utilise CRM to manage relationships, track activities, and schedule follow-ups.
• Collaborate with support teams to ensure smooth policy issuance and onboarding.

Skills

Financial planning

Client consultation

Life insurance

Annuities

Retirement planning

Virtual communication

Education

Finance degree

Economics degree

Business Administration degree

Tools

CRM software

Financial planning software

Job description

Placements24 is seeking an Especialista en Seguros de Vida y Retiro to join a fully remote nationwide team. You will guide clients on life insurance, annuities, and retirement planning, crafting personalized financial plans with clear explanations of products and strategies.

Strong communication and digital outreach are essential for success in a remote environment. The ideal candidate has a finance-related degree, prior advisory or sales experience in life insurance, and licenses or plans to