Asesor Financiero de Seguros Remoto | Planificación Integral

Grupo GyA; México; Remote; MXN 360,000 - 600,000; Full time

Job summary

Grupo GyA is seeking an experienced Asesor Financiero de Seguros to join its fully remote team. You will guide clients through financial planning, life insurance, retirement strategies, and investment options to secure their future.

The role emphasizes client acquisition, retention, and building long-term partnerships, with a remote-first culture supporting a connected virtual workspace. A proactive, results-driven mindset is essential for success.

Qualifications

• Minimum of 6 years of experience in financial advisory, insurance sales, or wealth management.
• Proven ability to develop

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.

Skills

Financial advisory

Insurance sales

Wealth management

Job description

Grupo GyA is seeking an experienced Asesor Financiero de Seguros to join its fully remote team. You will guide clients through financial planning, life insurance, retirement strategies, and investment options to secure their future.

The role emphasizes client acquisition, retention, and building long-term partnerships, with a remote-first culture supporting a connected virtual workspace. A proactive, results-driven mindset is essential for success.