Asesor Afiliación, Banco Azteca Santiago Tuxtla, Veracruz

Grupo Salinas; Santiago Tuxtla; Remote; MXN 360,000 - 540,000; Full time

Job summary

Grupo Salinas is seeking a seasoned Asesor Financiero de Seguros to join their fully remote team, bringing deep expertise in financial planning and insurance solutions to guide clients and secure their futures.

You will provide expert guidance, develop tailored insurance and investment strategies, and proactively grow a client portfolio while delivering personalized, remote-first service that fosters long-term partnerships.

Qualifications

• Seasoned professional with knowledge of financial planning and insurance solutions.
• Ability to guide clients and tailor insurance and investment strategies.
• Proactive in client acquisition and retention in a remote environment.

Responsibilities

• Analyze clients' financial situations, risk tolerance, and financial goals to recommend suitable insurance and investment products.
• Develop comprehensive financial plans that integrate insurance coverage, savings strategies, and investment opportunities.
• Educate clients on various financial products, including life insurance, annuities, retirement plans, and investment vehicles.
• Build and maintain strong relationships with a portfolio of clients, providing ongoing advice and support.
• Conduct regular reviews of clients' financial plans

Skills

Financial planning

Insurance solutions

Client acquisition

Client retention

Remote work

Job description

Our client, a distinguished entity in the insurance and financial services industry, is actively recruiting for a seasoned Asesor Financiero de Seguros to join their fully remote team. This position is ideal for a professional who thrives in a flexible work environment and possesses a profound knowledge of financial planning and insurance solutions. You will be responsible for providing expert guidance to clients, helping them navigate complex financial landscapes and secure their future through tailored insurance and investment strategies. The role demands a proactive approach to client acquisition and retention, ensuring personalized service and fostering long-term partnerships. As a remote-first company, we are committed to creating a connected and productive virtual workspace, empowering our team members to excel.

About the Role

Our client, a distinguished entity in the insurance and financial services industry, is actively recruiting for a seasoned Asesor Financiero de Seguros to join their fully remote team. This position is ideal for a professional who thrives in a flexible work environment and possesses a profound knowledge of financial planning and insurance solutions. You will be responsible for providing expert guidance to clients, helping them navigate complex financial landscapes and secure their future through tailored insurance and investment strategies. The role demands a proactive approach to client acquisition and retention, ensuring personalized service and fostering long-term partnerships. As a remote-first company, we are committed to creating a connected and productive virtual workspace, empowering our team members to excel.

Key Responsibilities

• Analyze clients' financial situations, risk tolerance, and financial goals to recommend suitable insurance and investment products.
• Develop comprehensive financial plans that integrate insurance coverage, savings strategies, and investment opportunities.
• Educate clients on various financial products, including life insurance, annuities, retirement plans, and investment vehicles.
• Build and maintain strong relationships with a portfolio of clients, providing ongoing advice and support.
• Conduct regular reviews of clients' financial plans