Asesor Financiero de Seguros Remoto

Centro De Atracción De Talento; Guanajuato; Remote; MXN 350,000 - 650,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical skills

Problem-solving

Decision-making

Interpersonal skills

Client relationship management

Communication skills

Sales orientation

Education

Bachelor's degree in Finance/Economics/Business

Tools

CRM software

Financial planning software

Job description

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.