Asesor De Seguros - Prospección, Cierres Y Coberturas

Corporativo Grupo Torres Corzo Automotriz.; Guanajuato; Remote; MXN 350,000 - 600,000; Full time

Job summary

Our client, a distinguished entity in the insurance and financial services industry, is seeking a seasoned Asesor Financiero de Seguros to join their fully remote team. This role requires deep knowledge of financial planning and insurance solutions to guide clients toward secure, tailored strategies.

You will drive client acquisition and retention, provide expert guidance, and foster long-term partnerships within a remote-first virtual workspace designed for productivity and collaboration.

Qualifications

• Minimum of 6 years in financial advisory or wealth management.
• Strong knowledge of life insurance, annuities, retirement plans.
• Proven ability to develop financial plans and educate clients.

Responsibilities

• Analyze clients' financial situations, risk tolerance, and goals to recommend insurance and investment products.
• Develop comprehensive financial plans that integrate insurance coverage, savings strategies, and investments.
• Educate clients on various financial products, including life insurance and retirement plans.
• Build and maintain relationships with a portfolio of clients, providing ongoing advice.
• Conduct regular reviews of financial plans and portfolios and adjust as needed.
• Generate new business through referrals and proactive outreach.
• Ensure compliance with industry regulations and company policies.
• Collaborate with other financial professionals to offer holistic solutions.
• Stay updated on financial markets and product developments.
• Help clients achieve personal and financial targets.

Skills

Financial advisory

Insurance sales

Wealth management

Client acquisition

Regulatory compliance

Portfolio planning

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 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