Ejecutivo De Ventas Financieras - Cierre Y Clientes

Banamex; San Luis Potosí; Remote; MXN 400,000 - 800,000; Full time

Job summary

Banamex is seeking an experienced Asesor Financiero de Seguros to join a fully remote team. You will guide clients through tailored insurance and investment strategies, helping them secure their financial future.

Ideal candidates bring deep knowledge of financial planning, markets, and a proactive approach to client acquisition and retention in a remote-first environment.

Qualifications

• Minimum of 6 years of experience in financial advisory, insurance sales, or wealth management.
• Strong knowledge of financial markets and investment principles.
• Licenses and certifications (e.g., CIIA, AMIB) are highly desirable.

Responsibilities

• Analyze clients' financial situations and risk tolerance to recommend products.
• Develop financial plans integrating insurance, savings, and investments.
• Educate clients on life insurance, annuities, retirement plans, and investments.
• Build and maintain relationships with a portfolio of clients.
• Conduct reviews of plans and portfolios to adapt to market changes.
• Generate new business through referrals and proactive outreach.
• Ensure compliance with regulations and company policies.
• Collaborate with other financial professionals to offer holistic solutions.
• Stay updated on markets and product developments.
• Achieve personal and team financial planning and sales targets.

Skills

Financial planning

Insurance sales

Wealth management

Client relationships

Analytical thinking

Education

Bachelor's degree in Finance, Economics, Business

Tools

CRM software

Financial planning software

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,