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Financial Advisor
MXN 13,500-15,000/year
Indeed
Full-time
Onsite
No experience limit
No degree limit
Antonio Alzate 703, Centro histórico de Morelia, 58000 Morelia, Mich., Mexico
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Description

We are looking for **Sales Agents** who are motivated and experienced to join our sales team. You will be responsible for identifying, prospecting, and advising potential clients on the best insurance options to protect their assets and future. This role is crucial to achieving our mission of helping people live well and change lives by offering reliable and personalized financial protection solutions. **Company Mission** To help people live well and change lives. **Company Vision** To be a highly competitive and fully human company. Key Responsibilities * **Prospecting and Sales:** Generate and follow up with new customers through various channels (referrals, cold calls, personal networks, etc.). * **Personalized Advisory:** Analyze customers' financial and protection needs to recommend and design the most suitable insurance plans (life, medical expenses, auto, home, etc.). * **Portfolio Management:** Maintain a close and trustworthy relationship with existing customers to manage renewals, conduct cross-selling, and ensure their satisfaction. * **Regulatory Compliance:** Ensure all sales and processes comply with industry regulations and internal company policies. * **Continuous Training:** Actively participate in training and certification programs to stay updated on products and market trends. Requirements: * **Proven Experience:** Minimum of **1 to 2 years of successful experience** in **sales** (previous experience in the insurance or financial sector will be valued positively). * **Education Level:** Must have a **High School Diploma** or equivalent at minimum. * **Interpersonal Skills:** Strong communication, negotiation, and persuasion skills. Ability to build lasting relationships. * **Results-Oriented:** Strong drive to achieve and exceed sales targets. * **Professional Ethics:** High sense of responsibility, honesty, and commitment to customer service, reflecting our vision of being a fully human company. We Offer: * Competitive commissions and attractive performance bonuses. * Bonuses and incentives for newcomers upon achievement. * Certification from the National Commission of Insurance and Bonds (CNSF). * Comprehensive professional training and development program. * Growth opportunities within a stable and human-centered company. * Flexibility in managing your time. * Company uniforms and identification badge. * Utility vehicle (after one year). Are you ready to join a team that will help you live well while positively changing the lives of others? Apply now! Job Type: Full-time, Indefinite duration Salary: $13,500.00 - $15,000.00 per month Benefits: * Company car * Flexible hours * Option for indefinite contract * Referral program * Free uniforms Education: * Completed high school (Mandatory) Work Location: On-site job

Source:  indeed View original post
Juan García
Indeed · HR

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