Especialista en Seguros de Vida y Retiro

Placements24; Tuxtla Gutiérrez; Híbrido; MXN 420.000 - 660.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plan with company match

Extensive training & development

Remote work across Mexico

Descripción de la vacante

Placements24 is seeking an Especialista en Seguros de Vida y Retiro to join a fully remote nationwide team. You will guide clients on life insurance, annuities, and retirement planning, crafting personalized financial plans with clear explanations of products and strategies.

Strong communication and digital outreach are essential for success in a remote environment. The ideal candidate has a finance-related degree, prior advisory or sales experience in life insurance, and licenses or plans to

Formación

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Proven experience in sales or advisory roles within life insurance and/or retirement planning.
• Strong understanding of life insurance products, annuities, mutual funds, and retirement accounts.
• Excellent communication, presentation, and interpersonal skills in virtual settings.
• Licenses such as life insurance or investment licenses are required or to be obtained.

Responsabilidades

• Conduct virtual consultations to assess life insurance and retirement planning needs.
• Develop and present financial plans and insurance proposals tailored to client goals.
• Explain complex policies, annuities, and retirement options clearly to clients.
• Analyze client finances to recommend savings and investment strategies.
• Maintain up‑to‑date knowledge of life insurance products, retirement vehicles, and regulations.
• Cross-sell or up-sell relevant products to existing clients.
• Utilise CRM to manage relationships, track activities, and schedule follow-ups.
• Collaborate with support teams to ensure smooth policy issuance and onboarding.

Conocimientos

Financial planning

Client consultation

Life insurance

Annuities

Retirement planning

Virtual communication

Educación

Finance degree

Economics degree

Business Administration degree

Herramientas

CRM software

Financial planning software

Descripción del empleo

About the Role

Our client, a leading financial institution specializing in insurance, is seeking a dedicated Especialista en Seguros de Vida y Retiro to join their remote team. This role is designed for individuals passionate about guiding clients toward financial security and a comfortable retirement. You will be responsible for understanding clients' long-term financial goals, assessing their needs for life insurance and retirement planning, and recommending customized solutions. Operating entirely remotely, you will leverage digital tools and communication platforms to connect with clients nationwide. The ideal candidate possesses a strong financial acumen, exceptional communication skills, and a deep understanding of life insurance products, annuities, and retirement savings strategies. This is an excellent opportunity to build a rewarding career focused on helping people secure their futures, with the flexibility of a remote work arrangement.

Key Responsibilities

• Conduct virtual consultations with clients to assess their needs for life insurance and retirement planning.
• Develop and present comprehensive financial plans and insurance proposals tailored to individual client goals.
• Explain complex life insurance policies, annuities, and retirement investment options in an accessible manner.
• Analyze client financial situations to recommend appropriate savings and investment strategies.
• Maintain up-to‑date knowledge of life insurance products, retirement vehicles, and relevant financial regulations.
• Proactively identify opportunities to cross-sell or up-sell relevant products to existing clients.
• Utilise CRM software to manage client relationships, track sales activities, and schedule follow-ups.
• Collaborate with internal support teams to ensure smooth policy issuance and client onboarding processes.
• Achieve individual sales targets and contribute to the overall growth objectives of the company.
• Provide ongoing support and advice to clients regarding their life insurance and retirement portfolios.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Proven experience in sales or advisory roles within the life insurance and/or retirement planning sectors.
• Strong understanding of life insurance products, annuities, mutual funds, and retirement accounts.
• Excellent communication, presentation, and interpersonal skills, particularly in a virtual setting.
• Demonstrated ability to build trust and rapport with clients remotely.
• Proficiency in financial planning software and CRM systems.
• Self‑motivated, organized, and able to manage workload effectively in a remote environment.
• Relevant professional licenses (e.g., life insurance license, investment licenses) are required or must be obtained.
• A passion for financial education and helping clients achieve long‑term security.
• Bilingual proficiency (Spanish/English) is a plus.

Benefits

• Competitive salary and uncapped commission potential.
• Fully remote work opportunity, offering significant flexibility.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Extensive training programs and professional development support.
• Opportunities for career advancement within a leading financial services organization.
• A collaborative and supportive remote team environment.
• Work from anywhere within Mexico, with potential for national client base engagement.