Banamex Banquero Integral Hermosillo

Citi; Hermosillo; Remote; MXN 360,000 - 720,000; Full time

Benefits offered by this job

Trabajo remoto

Salario base + comisiones

Capacitación continua

Job summary

WhatJobs Direct busca un Asesor Financiero y de Seguros para unirse a su equipo remoto. Proporcionará asesoría financiera personalizada, recomendará productos de seguros y guiará a los clientes hacia metas de seguridad y prosperidad.

Se requiere experiencia en asesoría, planificación financiera y ventas de seguros, habilidades de comunicación y ética profesional. Se ofrece salario base más comisiones y oportunidades de desarrollo dentro de una organización remota, con herramientas modernas y

Qualifications

• Experiencia en asesoría financiera, gestión de patrimonio o ventas de seguros.
• Conocimiento de principios de planificación financiera y productos de seguros.
• Excelentes habilidades de comunicación y gestión de relaciones con clientes.
• Capacidad de analizar datos financieros y making tailored recommendations.
• Altos estándares éticos y enfoque al cliente.
• Mantenimiento de software de planificación y CRM.

Responsibilities

• Realizar análisis de necesidades financieras con clientes para entender objetivos y tolerancia al riesgo.
• Desarrollar planes financieros personalizados que incluyan estrategias de ahorro, inversiones y seguros.
• Educar a clientes sobre productos financieros, seguros de vida, salud e inversiones.
• Recomendar y facilitar la venta de productos adecuados.
• Mantener relaciones a largo plazo con clientes y brindar soporte continuo.
• Mantenerse actualizado sobre tendencias de mercado y productos nuevos.
• Garantizar cumplimiento regulatorio y estándares éticos.
• Gestionar solicitudes y cuentas de clientes.
• Colaborar con especialistas internos para ofrecer soluciones completas.
• Ofrecer un servicio al cliente excepcional mediante comunicación y seguimientos regulares.

Skills

Asesoría financiera

Gestión de patrimonio

Ventas de seguros

CRM

Análisis financiero

Licencias de seguros

Education

Licenciatura en Finanzas, Economía, Administración de Empresas

Tools

Sistemas CRM

Software de planificación financiera

Job description

Our client, WhatJobs Direct , is actively seeking a dedicated and insightful Asesor Financiero y de Seguros to join our expanding, fully remote team. This role is designed for professionals passionate about helping individuals and families achieve their financial goals through comprehensive planning and robust insurance solutions. You will provide personalized financial advice, recommend appropriate insurance products (life, health, investment-linked), and guide clients towards security and prosperity. The ideal candidate possesses excellent communication skills, a strong understanding of financial planning principles, and a commitment to ethical client service. As a remote-first organization, we provide the tools and support needed to excel from anywhere in Mexico, fostering a collaborative virtual environment.

About the Role

Our client, WhatJobs Direct , is actively seeking a dedicated and insightful Asesor Financiero y de Seguros to join our expanding, fully remote team. This role is designed for professionals passionate about helping individuals and families achieve their financial goals through comprehensive planning and robust insurance solutions. You will provide personalized financial advice, recommend appropriate insurance products (life, health, investment-linked), and guide clients towards security and prosperity. The ideal candidate possesses excellent communication skills, a strong understanding of financial planning principles, and a commitment to ethical client service. As a remote-first organization, we provide the tools and support needed to excel from anywhere in Mexico, fostering a collaborative virtual environment.

Key Responsibilities

• Conduct thorough financial needs analyses with clients to understand their goals, risk tolerance, and current financial situation.
• Develop personalized financial plans that may include savings strategies, investment recommendations, and insurance solutions.
• Educate clients on various financial products, including life insurance, health insurance, annuities, and investment vehicles.
• Recommend and facilitate the sale of appropriate insurance policies and financial products.
• Build and maintain long-term relationships with clients, providing ongoing support and advice.
• Stay informed about market trends, economic conditions, and new financial and insurance products.
• Ensure compliance with all relevant financial regulations and ethical standards.
• Process applications and manage client accounts efficiently.
• Collaborate with internal specialists to offer comprehensive financial solutions.
• Deliver exceptional client service through regular communication and follow-ups.

Requirements

• Proven experience in financial advising, wealth management, or insurance sales.
• Strong knowledge of financial planning principles, investment products, and insurance policies.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to analyze financial data and develop tailored recommendations.
• High ethical standards and a client-centric approach.
• Proficiency in financial planning software and CRM systems.
• Must hold relevant professional licenses (e.g., financial advisor, insurance agent licenses).
• Bachelor's degree in Finance, Economics, Business Administration, or a related field is required.
• Self-motivated, disciplined, and capable of managing workload effectively in a remote setting.
• Reliable internet connection and a dedicated home office environment.

Benefits

This fully remote position offers significant flexibility and work-life balance. We provide a competitive remuneration package including a base salary and commission/bonus structure tied to performance. Our client offers extensive training and professional development opportunities to support your growth in financial planning and insurance. You will work with a supportive and collaborative virtual team, utilizing advanced tools and technologies. This is an excellent opportunity to build a successful career helping clients secure their financial future from the convenience of your home office in Tuxtla Gutiérrez or elsewhere. Join a company committed to excellence and client success.