Ejecutivo (A) De Crédito

Libertad Financiera; San Luis Potosí; Remote; MXN 420,000 - 720,000; Full time

Benefits offered by this job

Trabajo remoto

Programas de formación continua

Desarrollo profesional y herramientas

Job summary

Libertad Financiera solicita un Asesor Financiero de Seguros para unirse a su equipo remoto. Proporcionarás orientación experta a clientes para optimizar su planificación financiera y soluciones de seguros, gestionando su cartera con enfoque en retención y captación de clientes.

El/la candidato/a ideal debe poseer experiencia en planes financieros y conocimiento de seguros, para operar de forma autónoma en un entorno totalmente remoto, con foco en resultados y cumplimiento normativo.

Qualifications

• 6+ años de experiencia en asesoría financiera, seguros o gestión de patrimonio.
• Capacidad para desarrollar planes financieros efectivos.
• Conocimiento de mercados financieros, principios de inversión y seguros.
• Habilidades analíticas, de resolución de problemas y toma de decisiones.
• Capacidad de trabajar de forma autónoma en remoto.

Responsibilities

• Analizar la situación financiera de clientes y riesgos para recomendar productos de seguros y de inversión.
• Desarrollar planes financieros integrales con cobertura, ahorro e oportunidades de inversión.
• Educar a clientes sobre seguros de vida, rentas y planes de jubilación.
• Gestionar una cartera de clientes y brindar asesoría continua.
• Realizar revisiones periódicas de planes y portfolios ante cambios de mercado o vida.

Skills

Analytical skills

Interpersonal skills

Client relationship management

Decision making

CRM proficiency

Education

Licenciatura en Finanzas, Economía, Negocios o afín

Certificaciones CIIA, AMIB

Tools

Software de planificación financiera

CRM

Job description

Our client, a distinguished entity in the insurance and financial services industry, is actively recruiting for a seasoned Asesor Financiero de Seguros to join their fully remote team. This position is ideal for a professional who thrives in a flexible work environment and possesses a profound knowledge of financial planning and insurance solutions. You will be responsible for providing expert guidance to clients, helping them navigate complex financial landscapes and secure their future through tailored insurance and investment strategies. The role demands a proactive approach to client acquisition and retention, ensuring personalized service and fostering long-term partnerships. As a remote-first company, we are committed to creating a connected and productive virtual workspace, empowering our team members to excel.

About the Role

Our client, a distinguished entity in the insurance and financial services industry, is actively recruiting for a seasoned Asesor Financiero de Seguros to join their fully remote team. This position is ideal for a professional who thrives in a flexible work environment and possesses a profound knowledge of financial planning and insurance solutions. You will be responsible for providing expert guidance to clients, helping them navigate complex financial landscapes and secure their future through tailored insurance and investment strategies. The role demands a proactive approach to client acquisition and retention, ensuring personalized service and fostering long-term partnerships. As a remote-first company, we are committed to creating a connected and productive virtual workspace, empowering our team members to excel.

Key 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.

Requirements

• Minimum of 6 years of experience in financial advisory, insurance sales, or wealth management.
• Proven ability to develop and implement effective financial plans.
• Strong understanding of financial markets, investment principles, and insurance products.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional interpersonal and client relationship management abilities.
• Proficiency in financial planning software and CRM systems.
• Relevant licenses and certifications (e.g., CIIA, AMIB certifications) are highly desirable.
• Bachelor's degree in Finance, Economics, Business, or a related field.
• Self-motivated, disciplined, and able to work autonomously in a remote setting.
• Fluent in Spanish; proficiency in English is advantageous.

Benefits

• This role offers a competitive salary with performance-based incentives and bonuses, reflecting your expertise and contributions.
• Enjoy the autonomy and work-life balance that comes with a fully remote position.
• Our client provides extensive training programs, continuous professional development, and access to advanced financial planning tools.
• You'll be part of a supportive and collaborative virtual team dedicated to client success.
• This is a prime opportunity to advance your career as a trusted financial advisor in the insurance sector, serving clients from your home base in Cuernavaca, Morelos, MX .

About the Role

Nuestro cliente, una empresa líder en tecnología educativa con presencia internacional, está en la búsqueda de un Ejecutivo de Ventas Remoto Bilingüe (españ