Asesor Financiero de Seguros Remoto

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 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.