




Job Summary: Soluciones Patrimoniales A.C. is seeking a Financial Protection Solutions Advisor to analyze client profiles, design strategies, and provide insurance advisory services. Key Highlights: 1. Development of highly successful professionals in the insurance market 2. Continuous training and official certifications 3. Conventions and national and international trips **About Us** Headquartered in Puebla, **Soluciones Patrimoniales A.C.** is an insurance brokerage with over **6 years of experience**, recognized as a leader and champion in the Mexican insurance market. We specialize in the **development of highly successful professionals**, training agents who stand out for their ethics, preparation, and results. We operate across multiple states of the Mexican Republic, advancing our vision of **financial protection and professional growth**. We are backed by **Seguros Monterrey New York Life**, a company with over **185 years of international experience**, offering wealth management solutions designed to provide security, trust, and well-being to our clients. **Job Description** Are you passionate about personal finance and do you possess strong commercial skills? Join our team as a **Financial Protection Solutions Advisor**, helping individuals protect their future and that of their families through **Life Insurance and Major Medical Expense Insurance**. **Responsibilities** * Analyze each client’s financial profile and protection needs * Design customized wealth protection strategies * Provide ongoing advisory services and professional follow-up * Comply with regulatory and ethical guidelines of the insurance industry **Requirements** ✔ Bachelor’s degree in Finance, Business Administration, Law, Health, or related fields ✔ Commercial skills and customer service orientation ✔ Prior experience in insurance or financial advisory is desirable ✔ Ethics, discipline, and results-driven mindset **We Offer** * Continuous training and official certifications * Conventions and national and international trips * Performance-based recognition * **Uncapped commission-based income structure** Employment Type: Full-time Salary: $20,000.00 - $25,000.00 per month Work Location: Remote


