Wealth Financial Advisor

Description

Job Summary: We are seeking Financial Advisors with a service-oriented mindset and strong commercial skills to deliver innovative, high-quality solutions to our clients, enhancing their economic well-being and development. Key Highlights: 1. Be part of a committed and inclusive team 2. Professional development and growth opportunities 3. Paid and ongoing training **GRUPO INDEBIT, INSURANCE AGENT** is a leading company in the insurance sector with over 15 years of experience in the insurance market. We value integrity, commitment, and excellence in serving our clients, consistently seeking unique talent—individuals characterized by strength, persistence, tenacity, and extraordinary humanity—who will drive national transformation and innovation, enabling us to become a powerful ally for robust growth alongside Mexico and cultivating world-class agents who deliver innovative, high-quality solutions to our clients. Working with us means becoming part of a committed, inclusive, and continuously growing team. At **GRUPO INDEBIT, INSURANCE AGENT**, we firmly believe that the combination of organization, dedication, perseverance, responsibility, and collaboration forms the perfect formula to become the top-performing team in the insurance sector. Don’t miss the opportunity to fully develop your potential—both personally and professionally—while enjoying economic well-being and achieving financial independence. **Responsibilities:** A Financial Advisor plays a fundamental role by providing advisory support to individuals and businesses in protecting their assets and making sound financial decisions within contexts involving risk, health, savings, and retirement. Their expertise and knowledge help clients make informed decisions and identify appropriate coverage tailored to their individual needs, plan effectively to achieve medium- and long-term financial goals and objectives, and contribute to client retention. **Job Requirements:** Completed high school diploma / Completed or incomplete bachelor’s degree 23/50 Laptop Personal vehicle Executive appearance Excellent verbal communication skills Prior experience as a salesperson or in commercial roles Public and social relations Ability to advise on and promote financial products, insurance, and savings plans Customer service Full-time On-site, hybrid work arrangement **Skills:** Proactive Negotiation mindset Knowledge of motivational techniques Proficiency in Microsoft Office Entrepreneurial attitude Empathetic Goal- and objective-oriented Organized Responsible Interpersonal skills **Job Responsibilities:** Client prospecting Personalized financial advisory services to clients Identification of potential clients’ needs Developing strategies to promote insurance products. Scheduling appointments via telephone calls and electronic means Building strong relationships with both prospective and existing clients. Delivering high-quality customer service and efficiently resolving inquiries or complaints. Meeting the sales targets established by the company. Following up with prospects and clients **We Offer:** Performance-based bonuses Uncapped commissions Obtaining a **Professional License** from the **National Insurance Commission (CNSF)** Permanent full-time employment. A dynamic and collaborative work environment. Opportunities for professional development and internal growth. Paid and ongoing training. **If you meet all the above requirements, apply through this channel.** Employment type: Full-time, indefinite-term Benefits: * Complimentary beverages * Flexible working hours * Option for an indefinite-term contract Work location: Hybrid remote work in 45010, Paseos del Parque, Jal.