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Wealth Financial Advisor

$MXN 20,000-30,000/month
Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: We are seeking a Wealth and Insurance Financial Advisor with strong sales skills, a service-oriented mindset, and interest in the financial sector to provide advisory services and design tailored solutions. Key Highlights: 1. Development as a Wealth and Insurance Financial Advisor 2. Professional growth plan and specialized training 3. Excellent work environment at a Great Place to Work company ***Please read this job posting carefully before applying*** We are an insurance-sector company and commercial partners of **Seguros Monterrey New York Life**, one of the world’s most recognized companies in the insurance industry. We are currently seeking talent interested in developing as a **Wealth and Insurance Financial Advisor**. We seek individuals with sales skills, a service-oriented mindset, and a strong interest in the financial sector. ***If you consider yourself independent, ambitious, proactive, and capable of decision-making, this opportunity is for you.*** **Key Responsibilities** * Training and certification with the National Insurance and Surety Commission (CNSF) * Providing wealth and financial advisory services * Daily prospecting of potential clients * Meeting short-term goals * Designing customized financial solutions **Essential Requirements** * Completed or ongoing bachelor’s degree (economics, finance, marketing, actuarial science, international business, accounting, administration, or related fields) * CNSF A1 license (National Insurance and Surety Commission) * Personal computer and mobile phone * High energy level and results orientation * Entrepreneurial mindset (monthly income ranging from $20,000 to $35,000 or more) * Responsibility, commitment, and proactivity * Sales experience or experience in similar roles **We Offer** * Specialized training program * Professional growth plan * Income structure based on **commissions + bonuses + campaigns** * (average monthly income of $20,000 to $45,000, with **uncapped commissions**) * *National and international conventions* * Performance-based recognition and incentives * Hybrid work model * Excellent work environment * Certified Great Place to Work company Apply only if you meet all essential requirements, as we maintain a rigorous selection process. We are an inclusive company that respects diversity and does not discriminate for any reason. Recognized by ***Pride Connection.*** Employment Type: Full-time Salary: $20,000.00 \- $30,000.00 per month Benefits: * Flexible hours * Employee referral program * Remote work Work Location: Hybrid remote in 06600, Juárez, CDMX

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Posted by

Juan García

Indeed · HR

Location

Juan García

Indeed · HR

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