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 versátil 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

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📌 Ejecutivo (A) De Crédito (San Luis Potosí)
🏢 Libertad financiera
📍 San Luis Potosí