Consultor Patrimonial Puebla

Espyf; Puebla de Zaragoza; Remote; MXN 30,000 - 55,000; Full time

Job summary

WhatJobs Direct is seeking a dedicated Consultor de Seguros Patrimoniales to join their fully remote team. The role focuses on advising clients on property and casualty insurance, managing portfolios, and ensuring adequate coverage tailored to individual and business needs.

This remote-first position emphasizes autonomy, professionalism, and proactive client engagement. The ideal candidate will have deep knowledge of home, auto, and commercial property insurance, excellent communication, and a

Qualifications

• Proven experience as an insurance consultant or agent, specializing in property and casualty.
• Strong knowledge of home, auto, and commercial property insurance products.
• Excellent communication, negotiation, and interpersonal skills for remote engagement.

Responsibilities

• Conduct thorough risk assessments for clients to determine property and casualty insurance needs.
• Advise clients on suitable policies, including coverage options, deductibles, and premiums.
• Develop and present customized insurance proposals and solutions.
• Manage client relationships as the primary point of contact for inquiries and policy adjustments.
• Assist clients with claims processing and provide ongoing support throughout the claims lifecycle.
• Stay current with market trends, new insurance products, and regulatory changes.
• Generate leads through professional networks and proactive outreach in a remote setting.
• Meet and exceed sales targets for property and casualty insurance policies.
• Maintain accurate client records and policy documentation in the CRM system.
• Provide excellent customer service to ensure client retention and satisfaction.

Skills

Remote communication

Insurance knowledge

CRM proficiency

Sales target achievement

Risk assessment

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

Video conferencing tools

Job description

Our client, WhatJobs Direct , a prominent name in the insurance sector, is seeking a dedicated and knowledgeable Consultor de Seguros Patrimoniales to join their fully remote team. This position is ideal for professionals who are passionate about protecting the assets of individuals and businesses through tailored insurance solutions. You will be responsible for advising clients on the best property and casualty insurance options, managing their portfolios, and ensuring they have adequate coverage for their unique needs. This is a remote-first role, emphasizing flexibility and autonomy while requiring a high level of professionalism and client engagement. The ideal candidate will possess a deep understanding of various property insurance products, including home, auto, and commercial property insurance, and excel at building lasting client relationships. You will act as a trusted advisor, guiding clients through complex insurance decisions and providing exceptional service. We value individuals who are proactive, detail-oriented, and committed to client success.

About the Role

Our client, WhatJobs Direct , a prominent name in the insurance sector, is seeking a dedicated and knowledgeable Consultor de Seguros Patrimoniales to join their fully remote team. This position is ideal for professionals who are passionate about protecting the assets of individuals and businesses through tailored insurance solutions. You will be responsible for advising clients on the best property and casualty insurance options, managing their portfolios, and ensuring they have adequate coverage for their unique needs. This is a remote-first role, emphasizing flexibility and autonomy while requiring a high level of professionalism and client engagement. The ideal candidate will possess a deep understanding of various property insurance products, including home, auto, and commercial property insurance, and excel at building lasting client relationships. You will act as a trusted advisor, guiding clients through complex insurance decisions and providing exceptional service. We value individuals who are proactive, detail-oriented, and committed to client success.

Key Responsibilities

• Conduct thorough risk assessments for clients to determine their property and casualty insurance needs.
• Advise clients on the most suitable insurance policies, including coverage options, deductibles, and premiums.
• Develop and present customized insurance proposals and solutions.
• Manage client relationships, acting as the primary point of contact for inquiries and policy adjustments.
• Assist clients with claims processing and provide ongoing support throughout the claims lifecycle.
• Stay current with market trends, new insurance products, and regulatory changes.
• Generate leads through professional networks and proactive outreach in a remote setting.
• Meet and exceed sales targets for property and casualty insurance policies.
• Maintain accurate client records and policy documentation in the CRM system.
• Provide excellent customer service to ensure client retention and satisfaction.

Requirements

• Proven experience as an insurance consultant or agent, specializing in property and casualty insurance.
• Strong knowledge of various insurance products (home, auto, commercial property, liability, etc.).
• Excellent communication, negotiation, and interpersonal skills, adapted for remote interactions.
• Demonstrated ability to build and maintain strong client relationships.
• Proficiency in CRM software and virtual communication tools.
• Valid insurance license required.
• Ability to work independently and manage time effectively in a fully remote environment.
• Strong analytical and problem-solving skills.
• High school diploma required; Bachelor's degree is a plus.
• A stable internet connection and a dedicated home office space are essential.

Benefits

This is a fully remote position, offering the ultimate flexibility in your work location within Mexico . Our client provides a competitive base salary with attractive commission structures, allowing for significant earning potential. Continuous training, professional development, and access to state-of-the-art sales tools are