About the Role

Our client, a respected financial advisory firm, is seeking a dedicated and empathetic Asesor Financiero de Seguros with a specialization in family protection to join their team in Cuernavaca, Morelos, MX . This role is centered on helping families secure their financial future through comprehensive insurance planning. You will work closely with clients to understand their unique circumstances, risks, and goals, providing tailored advice on life insurance, critical illness coverage, and educational savings plans. The idóneo candidate possesses strong financial knowledge, excellent communication and counseling skills, and a genuine desire to help others. This position requires an on-site presence to foster strong client relationships within the beautiful region of Cuernavaca, Morelos, MX . Be a cornerstone of financial security for families.

Key Responsibilities

- Conduct in-depth consultations with individuals and families to understand their financial situation and protection needs.
- Assess risks related to life events such as death, illness, or disability.
- Develop and present personalized financial protection plans, focusing on life insurance and health coverage.
- Explain insurance products, policy options, and financial implications clearly and ethically.
- Assist clients in completing applications and navigating the underwriting process.
- Build and nurture long-term relationships with clients through regular follow-ups and reviews.
- Stay updated on financial planning trends, insurance products, and relevant regulations.




- Collaborate with other financial professionals to offer holistic solutions.
- Generate new business through referrals and networking within the Cuernavaca, Morelos, MX community.
- Maintain accurate client records and ensure confidentiality.

Requirements

- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Proven experience in financial advising, insurance sales, or a related client-facing role.
- In-depth knowledge of life insurance, critical illness, disability insurance, and family financial planning strategies.
- Excellent communication, active listening, and persuasive skills.
- Strong analytical and problem-solving abilities.
- High ethical standards and commitment to client best interests.
- Proficiency in financial planning software and CRM systems.
- Ability to work independently and build a strong client base in Cuernavaca, Morelos, MX.
- Relevant certifications or licenses in financial advising and insurance are highly preferred.
- A passion for helping families achieve financial security.

Benefits

- Competitive base salary plus performance-based commissions and bonuses.
- Comprehensive health and life insurance coverage.
- Retirement savings plan.
- Generous paid time off.
- Ongoing training and professional development opportunities.
- Supportive team environment and mentorship.
- Opportunity to build a rewarding career making a tangible impact.
- Prime office location in Cuernavaca, Morelos, MX.

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📌 Asesor Financiero de Seguros (Especialista en Protección Familiar) (Cuernavaca)
🏢 Placements24
📍 Cuernavaca