Wealth Advisor | Growing Income + Training

Description

Job Summary: We are seeking Associate Agents with vision, empathy, and strong communication skills to advise families on wealth security and financial well-being. Key Highlights: 1. Career with social purpose and human-centered meaning 2. Flexibility and autonomy 3. Continuous professional development We are looking for individuals with vision, purpose, and a service-oriented mindset to join our promotion team as **Associate Agents**. This is a career that creates real impact by helping families and professionals build wealth security, financial well-being, and long-term protection. Ideal for empathetic individuals with strong communication skills who enjoy helping others make better financial decisions. **Responsibilities** * Advise on wealth solutions including **Life Insurance**, **Retirement Plans**, and **Major Medical Expense Insurance**. * Listen, diagnose needs, and design customized strategies. * Build and maintain a long-term client portfolio. * Participate in digital and in-person prospecting activities. * Receive training on financial products, sales skills, and financial education. * Join a community offering commercial support, training, and professional growth. **Ideal Profile** We seek individuals who identify with some of the following characteristics: ✔ Interest in financial well-being, education, and personal growth. ✔ Strong communication skills and interpersonal rapport. ✔ Emotional intelligence and empathy. ✔ Discipline, organization, and results orientation. ✔ Entrepreneurial spirit and desire for economic independence. ✔ No prior experience required (we provide training). ✔ Completed or incomplete bachelor’s degree (Mandatory) **Desirable (non-exclusive):** experience in consultative sales, education, finance, customer service, healthcare, coaching, administration, psychology, or entrepreneurship. **What This Career Offers** * Career with social purpose and human-centered meaning. * Flexible schedules and autonomy. * Continuous professional development. * Uncapped income based on performance. * Recurring income from policy renewals. * Certifications and training in finance, taxation, and sales. * Internal community focused on growth and collaboration. * Opportunity to build your own sales team in the medium term. **Income Structure** * Commissions and renewals (recurring income). * National and international incentives. * Unlimited growth potential. * Models enabling this career to serve as: ✔ Primary income ✔ Career transition ✔ Secondary income source The process includes: * Ongoing training program. * Mentorship in prospecting and sales. * Continuous product training. * Digital prospecting workshops. * Access to sales tools and materials. **Work Modality** * Hybrid: in-person \+ digital * Preferred region: Southeastern Mexico * Remote modality available upon profile review Employment Type: Full-time Salary: $15,000\.00 \- $55,000\.00 per month Benefits: * Flexible hours * Referral program * Remote work Education: * Incomplete or ongoing bachelor’s degree (Desirable) Experience: * Sales: 3 years (Desirable) Work Location: Hybrid remote in 97125, Mexico, Yuc.