Asesor De Seguros Para Estudiantes — Fin De Semana

Centro De Atracción De Talento; Guanajuato; A distancia; MXN 350.000 - 650.000; Jornada completa

Descripción de la vacante

Centro De Atracción De Talento is seeking a seasoned Asesor Financiero de Seguros to join a fully remote team. You will guide clients through financial planning and insurance solutions, building tailored strategies and long-term partnerships.

The role emphasizes proactive client acquisition, expert guidance, and staying informed on market developments while maintaining high service standards in a remote-first setup.

Formación

• Minimum 6 years of experience in financial advisory, insurance sales, or wealth management.
• Proven ability to develop and implement effective financial plans.
• Strong understanding of financial markets, investment principles, and insurance products.
• Excellent analytical, problem-solving, and decision-making skills.
• Excellent interpersonal and client relationship management abilities.
• Experience with planning software and CRM systems.

Responsabilidades

• Analyze clients' financial situations, risk tolerance, and goals to tailor insurance and investment products.
• Develop comprehensive financial plans integrating insurance, savings strategies, and investments.
• Educate clients on life insurance, annuities, retirement plans, and investment vehicles.
• Build and maintain relationships with a portfolio of clients, providing ongoing guidance and support.
• Review and adjust plans due to market changes or life events.
• Generate new business through referrals, networking, and proactive outreach.
• Ensure compliance with industry regulations and company policies.
• Collaborate with other financial professionals to offer holistic solutions.
• Stay updated on markets, trends, and product developments.
• Achieve personal and team financial planning and sales targets.

Conocimientos

Analytical skills

Problem-solving

Decision-making

Interpersonal skills

Client relationship management

Communication skills

Sales orientation

Educación

Bachelor's degree in Finance/Economics/Business

Herramientas

CRM software

Financial planning software

Descripción del empleo

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 and portfolios, making adjustments as necessary due to market changes or life events.
• Generate new business through referrals, networking, and proactive outreach.
• Ensure compliance with all industry regulations and company policies.
• Collaborate with other financial professionals to offer holistic financial solutions.
• Stay updated on financial markets, economic trends, and new product developments.
• Achieve personal and team financial planning and sales targets.

Requirements

• Minimum of 6 years of experience in financial advisory, insurance sales, or wealth management.
• Proven ability to develop and implement effective financial plans.
• Strong understanding of financial markets, investment principles, and insurance products.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional interpersonal and client relationship management abilities.
• Proficiency in financial planning software and CRM systems.
• Relevant licenses and certifications (e.g., CIIA, AMIB certifications) are highly desirable.
• Bachelor's degree in Finance, Economics, Business, or a related field.
• Self-motivated, disciplined, and able