Financial Advisor - With or without experience

Description

Job Summary: Advise clients on protecting their assets, health, and financial future through customized insurance solutions, building long-term relationships. Key Highlights: 1. Active client prospecting and identification of financial needs. 2. Design of customized proposals and follow-up until sales closure. 3. Post-sales service and customer retention for long-term relationships. Job Objective: Advise clients on protecting their assets, health, and financial future through customized insurance solutions, building long-term relationships and achieving effective sales closures. Main Responsibilities: +Active client prospecting (social media, referrals, databases, calls). +Identification of financial and protection needs. +Presentation of insurance plans (life, savings, retirement, medical expenses, investment). +Design of customized proposals based on client profile. +Continuous follow-up with prospects until closure. +Management and completion of applications and documentation. +Assistance throughout the policy issuance process. +Post-sales service (follow-up, renewals, ongoing advisory). +Portfolio development and customer retention. +Activity logging in CRM. Key Responsibilities: +Achieve monthly sales targets. +Provide ethical, clear, and professional advice. +Maintain continuous updates on financial products. +Build long-term trust-based relationships.-Requirements- Minimum education: Secondary education years of experience Age: between 18 and 45 years Knowledge: Advisory skills, Negotiation skills, Financial statements, Investments, Sales Keywords: advisor, asesor, financial