Asesor Comercial de Seguros - Protección Integral

Placements24; Mexicali; Hybrid; MXN 350,000 - 520,000; Full time

Benefits offered by this job

Health insurance

Hybrid work model

Commission/bonuses

Job summary

Placements24 is seeking a dynamic Commercial Insurance Advisor for Mexicali, Baja California. This hybrid role blends field client visits at businesses or homes with office tasks to handle administrative duties and team collaboration.

You will identify client needs, present tailored insurance solutions, and build lasting relationships with businesses and individuals to safeguard assets and future. The ideal candidate has a sales mindset and deep knowledge of commercial and personal lines,

Qualifications

• Bachelor’s degree in a business-related field required.
• Minimum 3 years of B2B insurance sales experience.
• Proven ability to meet and exceed sales targets.
• Strong interpersonal, negotiation, and communication skills.
• Proficiency with CRM systems and MS Office.
• Valid driver’s license and a reliable vehicle for client visits in Mexicali.

Responsibilities

• Identify potential clients through research and networking in the Mexicali business community.
• Conduct needs assessments to determine insurance requirements.
• Develop and present customized insurance proposals.
• Explain policies, coverage, and terms clearly.
• Negotiate policy terms and pricing to win new business.
• Manage a client portfolio ensuring renewals and cross-sell opportunities.
• Build long-term client relationships with proactive service.
• Stay updated on market trends and new products.
• Collaborate with underwriting and claims for smooth issuance.

Skills

Sales experience

Negotiation

Communication

CRM proficiency

Time management

Education

Bachelor's degree in Business Admin / Marketing / Finance or related

Tools

CRM software

Microsoft Office

Job description

About the Role

Our client, a leading insurance provider with a growing presence in Mexicali, Baja California , is actively seeking a dynamic and client-focused Commercial Insurance Advisor. This hybrid role offers the perfect blend of field work, meeting clients at their businesses or homes, and office-based tasks for administrative duties and team collaboration. We are looking for an individual with a natural talent for sales, a deep understanding of various insurance products, and a passion for helping businesses and individuals safeguard their assets and future. You will be responsible for identifying client needs, presenting tailored insurance solutions, and building lasting relationships. If you thrive in a challenging yet rewarding sales environment and are looking to make a significant impact in the Mexicali region, this position is an excellent opportunity to advance your career in the insurance sector.

Key Responsibilities

• Identify potential clients by researching industries and networking within the Mexicali business community.


• Conduct comprehensive needs assessments with prospective and existing clients to understand their unique insurance requirements.


• Develop and present customized insurance proposals, highlighting the benefits and value of our client's offerings.


• Explain complex insurance policies, coverage details, and terms in a clear and understandable manner.


• Negotiate policy terms and pricing to secure new business and retain existing clients.


• Manage a portfolio of clients, ensuring timely renewals and identifying opportunities for cross-selling and up-selling additional coverages.


• Build and maintain strong, long-term relationships with clients through proactive communication and exceptional service.


• Stay informed about market trends, new insurance products, and competitor activities.


• Collaborate with underwriting and claims departments to ensure smooth policy issuance and claim handling.

Requirements

• Bachelor's degree in Business Administration, Marketing, Finance, or a related field.


• Minimum of 3 years of proven experience in insurance sales or a related B2B sales role.


• Demonstrated ability to meet and exceed sales targets.


• Excellent interpersonal, negotiation, and communication skills.


• Strong understanding of commercial and personal lines of insurance.


• Proficiency in CRM software and Microsoft Office Suite.


• Ability to work independently and as part of a team, demonstrating strong organizational and time-management skills.


• Valid driver's license and a reliable vehicle for client visits in and around Mexicali, Baja California .


• Adaptability to a hybrid work model, balancing remote and in-office responsibilities.

Benefits

Our client offers a competitive base salary complemented by a lucrative commission and bonus structure, providing significant earning potential.

• You will benefit from comprehensive training programs and continuous professional development opportunities to enhance your skills and career growth.


• Enjoy the flexibility of a hybrid work arrangement, offering a healthy work-life balance.


• Access to advanced sales tools and marketing support will be provided to help you succeed.


• We also offer a strong benefits package, including health insurance and retirement savings plans.

Join a supportive and dynamic team environment where your achievements are recognized and rewarded. This role offers a clear career path within a leading insurance organization.