Consultor de Inversión y Seguros Remoto

Placements24

San Bartolo Naucalpan Centro

Hybrid

MXN 300,000 - 540,000

Full time

40 hours ago

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Benefits offered by this job

Bonuses & commissions

Health insurance

Retirement plan

Paid time off

Professional development

Investment platform access

Remote work tools

Work from home flexibility

Job summary

Placements24 is seeking a client-focused Investment and Insurance Products Consultant to join their advisory team, serving Naucalpan and nationwide clients in a fully remote setting. You will provide expert financial guidance and personalized product placement to help clients reach their goals.

You will conduct needs analyses, develop comprehensive plans, recommend investments and insurance solutions, monitor portfolios, and educate clients while ensuring regulatory compliance and exceptional

Qualifications

Bachelor's degree in Finance, Economics, Business, or related field.
Minimum 3 years of advisory, investment, or insurance experience.
Ability to explain complex financial products and strategies.
Strong communication and presentation skills.
License AMIB or equivalent required.
Experience with CRM systems.

Responsibilities

Perform financial needs analyses for clients and understand objectives.
Develop and present financial plans including investments and insurance.
Recommend and facilitate purchase of investment products and insurance policies.
Monitor client portfolios and market performance with updates.
Educate clients on financial concepts and options.
Ensure compliance with regulatory requirements and company policies.
Build and maintain strong client relationships through proactive service.
Collaborate with internal teams to execute transactions and policy management.
Stay updated on market trends and new product offerings.
Participate in virtual meetings and training to share insights.