Wealth Advisor

Description

Job Summary: Develops new business opportunities, manages potential clients, prepares commercial proposals, and ensures a high-quality service experience. Key Responsibilities: 1. Develop and manage business opportunities 2. Prepare proposals and close sales agreements 3. Maintain strong, long-term business relationships - Prospect and develop new business opportunities. - Manage and follow up with potential clients. - Prepare commercial proposals and close sales agreements. - Achieve established sales targets and goals. - Provide continuous attention and follow-up to clients, ensuring a high-quality service experience. - Maintain strong, long-term business relationships.-Requirements- Minimum education: Upper secondary education - General High School 2 years of experience Knowledge: Advisory skills, client prospecting, client follow-up, sales, insurance knowledge Willingness to travel: Yes Keywords: advisor, asesor