About the Role

Our client, a leading insurance provider, is seeking a highly motivated and experienced Agente de Seguros Senior to join their dynamic team in Naucalpan, State of Mexico . This is an exceptional opportunity for a professional with a proven track record in sales and a passion for helping clients secure their financial future. The role will involve developing and implementing strategic sales plans, managing client relationships, and driving revenue growth within the competitive insurance market. We are looking for an individual who is adept at understanding client needs and providing tailored insurance solutions, particularly focusing on retirement planning and investment products. The idóneo candidate will possess strong analytical skills and a deep understanding of financial markets. This position offers a hybrid work model, combining the flexibility of remote work with the collaboration and team synergy of in-office interactions.

Key Responsibilities

Develop and execute comprehensive sales strategies to achieve and exceed individual and team sales targets in Naucalpan, State of Mexico . Cultivate and maintain strong, long-lasting relationships with a diverse client base, understanding their unique financial goals and risk appetites. Identify opportunities to cross-sell and up-sell a wide range of insurance products, with a particular emphasis on retirement planning, life insurance, and investment-linked policies. Conduct thorough needs assessments and provide expert advice on suitable insurance and financial planning solutions. Prepare and present detailed proposals and presentations to prospective and existing clients. Stay abreast of market trends, competitor activities,



and regulatory changes affecting the insurance industry. Collaborate with internal teams to ensure seamless policy issuance and client servicing. Meet regularly with sales management to review performance, discuss strategies, and identify areas for professional development.

Requirements

Minimum of 5 years of proven experience as an insurance agent or financial advisor, with a strong emphasis on sales and client relationship management. Demonstrated success in meeting or exceeding sales quotas in previous roles. Excellent knowledge of various insurance products, particularly life insurance, retirement plans, and investment vehicles. Strong understanding of financial planning principles and risk management. Exceptional communication, negotiation, and interpersonal skills. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in CRM software and other sales-related technology. Valid insurance license or the ability to obtain one promptly. Bachelor's degree in Business Administration, Finance, Marketing, or a related field is preferred.

Benefits

In addition to a competitive base salary and attractive commission structure, our client offers a comprehensive benefits package designed to support your well-being and professional growth. This includes medical, dental, and vision insurance, a retirement savings plan, ongoing training and development opportunities to enhance your skills and career progression, paid time off, and a supportive team environment. You will have the opportunity to make a significant impact on clients' lives while advancing your career in a reputable organization. The hybrid work model allows for a healthy work-life balance, blending focused remote work with collaborative office days.

📌 Agente de Seguros Senior con Enfoque en Retiro (Naucalpan de Juárez)
🏢 Placements24
📍 Naucalpan de Juárez