Wealth Advisor at MetLife

Description

Job Summary: We seek disciplined and focused professionals to transform clients' financial futures through insurance, savings, and investment solutions—backed by a global brand. Key Highlights: 1. Professional development with coaching and exclusive MetLife tools. 2. Generation of residual portfolio for long-term passive income. 3. Flexibility to balance personal and professional life. **About Us:** At Fortunia Consultores, strategic partners of MetLife—the world’s leading insurer—we specialize in transforming our clients’ financial futures through insurance, savings, and investment solutions. To achieve this, we seek professionals with a strong sense of discipline and goal-oriented focus to grow exponentially within the industry. Therefore, this position is fully backed by an international brand**.** **What We Offer** * Competitive Income: Starting from $40,000 MXN. * Highly Competitive Compensation Plan: A highly competitive income structure within Mexico’s insurance and financial sectors. * Professional Development: Structured training and coaching program with access to MetLife’s exclusive methodologies and tools. * Income Projection: Long-term residual portfolio generation to ensure passive income and continuous wealth growth. * Flexibility: Flexible working hours enabling a balanced personal and professional life, operating under a hybrid model (in-person/remote). **Requirements:** * Proven experience of 1–3 years in sales of intangible services (financial, real estate, insurance, AFORE, mutual funds, banking, etc.). * High-performance profile with goal-oriented discipline. * Completed bachelor’s degree (Preferred: in Administration, Finance, or related fields). * Knowledge of or access to medium-to-high socioeconomic market segments (preferred). * **Personal vehicle** (mandatory for portfolio management). * **Personal computing equipment** (laptop). **Ideal Profile:** **Service Orientation:** Individuals with empathy who understand the importance of protecting others. **Technological Affinity:** Familiarity with digital platforms such as Instagram, WhatsApp, and Facebook. **Interpersonal Competencies:** Ability to build authentic relationships through written or virtual communication. **Commitment to Development:** Interest in continuous learning and professional evolution. **Our Distinctive Value:** * We generate certainty and trust through our advisory services. * We leverage our digital platform to extend protection to numerous families. * We recognize that communication can significantly impact an individual’s life. **Primary Focus Areas:** * Creation of digital content with defined objectives on social platforms. * Communications and content designed to evoke emotional responses. * Rigorous and dedicated client engagement via WhatsApp. **Target Profiles:** * Engineering * Public Accounting * Law * Business Administration * Economics * Marketing * Graphic Design and Marketing * Online Community Managers * Advertising Experts * Institutional Relations * International Trade * Digital Planning * Communication Sciences **Required Personal Qualities and Attitude:** * Responsible, methodical, and tenacious. * Receptive to training and open to continuous learning. * Professional appearance and image. * Dedicated and committed to exceeding monthly targets. **Common Professional Aspirations:** * Desire to improve family financial well-being. * Seeking professional advancement within a stable and meaningful context. * Transitioning from previous roles or pursuing a more adaptable and lucrative career path. If you match this profile, aim to transform your income, and possess vision—apply now! We will review your experience and contact you for an initial interview. Salary: Up to $40,000\.00 per month Benefits: * Complimentary beverages * Free parking * Flexible working hours * Employee referral program * Remote work Education: * Completed bachelor’s degree (Mandatory) Experience: * Financial services: 1 year (Mandatory) * Sales management: 1 year (Mandatory) * Field sales: 1 year (Mandatory) Work Location: On-site employment