Consultor de Productos de Inversión y Seguros

Placements24; San Bartolo Naucalpan Centro; Hybrid; MXN 300.000 - 540.000; Vollzeit

Benefits dieser Stelle

Bonuses & commissions

Health insurance

Retirement plan

Paid time off

Professional development

Investment platform access

Remote work tools

Work from home flexibility

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial advisory

Investment products

Insurance sales

CRM proficiency

Remote work

Client relationships

Ausbildung

Bachelor's in Finance

Tools

CRM software

Financial planning software

Jobbeschreibung

About the Role

Our client, a leading financial advisory firm, is actively seeking a dynamic and client-focused Investment and Insurance Products Consultant to join their innovative team, servicing the Naucalpan, State of Mexico area and beyond. This exciting role involves providing expert financial guidance to clients, recommending personalized investment strategies, and offering tailored insurance solutions to meet their unique needs. You will be at the forefront of helping individuals and families achieve their financial goals through comprehensive planning and strategic product placement. We are looking for a proactive, results-oriented professional with a passion for financial markets and a commitment to exceptional client service. This position is fully remote, offering the flexibility to work from anywhere while collaborating with a highly skilled team.

Key Responsibilities

• Conduct in-depth financial needs analyses for clients, understanding their short-term and long-term objectives.
• Develop and present comprehensive financial plans, including investment portfolios and insurance coverage strategies.
• Recommend and facilitate the purchase of suitable investment products (e.g., mutual funds, stocks, bonds) and insurance policies (e.g., life, health, annuities).
• Monitor client portfolios and market performance, providing regular updates and making necessary adjustments.
• Educate clients on financial concepts, investment options, and insurance principles.
• Ensure all client interactions and transactions comply with regulatory requirements and company policies.
• Cultivate and maintain strong, long-lasting client relationships through proactive communication and exceptional service.
• Collaborate with internal support teams to ensure smooth execution of client transactions and policy management.
• Stay abreast of financial market trends, economic developments, and new product offerings in the investment and insurance sectors.
• Actively participate in virtual team meetings and training sessions to enhance expertise and share market insights.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in financial advisory, investment management, or insurance sales.
• Proven ability to understand and explain complex financial products and strategies.
• Excellent interpersonal, communication, and presentation skills.
• Strong analytical and problem-solving capabilities.
• Relevant licenses and certifications (e.g., AMIB certification in Mexico) are required.
• Demonstrated success in building and managing a client base.
• Proficiency with financial planning software and CRM systems.
• Self-motivated and disciplined, with the ability to thrive in a remote work environment.
• Commitment to ethical conduct and client best interests, servicing clients in and around Naucalpan, State of Mexico.

Benefits

• Highly competitive salary with performance-based bonuses and commissions.
• Comprehensive health insurance package.
• Retirement savings plan with company matching.
• Generous paid time off and flexible work hours.
• Extensive opportunities for professional development and acquiring advanced certifications.
• Access to a robust platform of investment and insurance products.
• Supportive remote work infrastructure and team collaboration tools.
• The flexibility to work from home, serving clients nationwide.