Financial Advisor

Description

Job Summary: Develop and strengthen business relationships with clients by offering comprehensive protection, savings, and investment solutions, and providing personalized financial advisory. Key Highlights: 1. Development of business relationships and personalized financial advisory 2. Ongoing training and professional career plan 3. Support from a leading company in the insurance and financial sector Job Objective Develop and strengthen business relationships with clients by offering comprehensive protection, savings, and investment solutions through Seguros Monterrey New York Life products, delivering personalized financial advisory and continuous support to help individuals, families, and businesses achieve their financial and wealth goals. Main Responsibilities * Prospect and develop a portfolio of potential clients. * Identify clients' financial and asset protection needs. * Design customized proposals for insurance, savings, investment, and retirement. * Conduct timely follow-up with clients and contract processing. * Maintain long-term relationships based on trust and service. * Achieve commercial and production targets set by the agency. * Participate in training sessions, meetings, and professional development programs. * Develop referral strategies and networking initiatives to grow the client portfolio. * Provide after-sales service and continuous support to policyholders. Required Profile * Minimum education: Completed or incomplete bachelor's degree. * Desired experience in consultative sales, customer service, banking, insurance, or financial services. * Strong communication and negotiation skills. * Commercial focus and results orientation. * Ability to build solid interpersonal relationships. * Organizational and disciplined approach to goal-oriented work. * Interest in the financial sector and wealth development. * Basic proficiency in digital tools and CRM systems. Key Competencies * Leadership and self-management. * Empathy and active listening. * Financial planning. * Commercial intelligence. * Persistence and resilience. * Professional ethics and confidentiality. We Offer * Commission- and bonus-based income structure. * Continuous training and certifications. * Professional development and career plan. * Commercial support and mentoring. * Flexible working hours. * Performance-based conventions and incentives. * Support from a leading company in the insurance and financial sector. Position Type * Full-time / Independent * Hybrid or in-person mode, depending on the agency Salary: $30,000\.00 \- $50,000\.00 per month Work Location: Hybrid remote in 06600, Juárez, CDMX