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 and closing sales. Key Highlights: 1. Advising on asset protection, health, and financial future. 2. Portfolio generation and customer retention. 3. Building long-term trust-based relationships. Job Objective: Advise clients on protecting their assets, health, and financial future through customized insurance solutions, building long-term relationships and closing effective sales. 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. +Ongoing follow-up with prospects until closure. +Management and completion of applications and documentation. +Accompaniment throughout the policy issuance process. +Post-sale support (follow-up, renewals, continuous advisory). +Portfolio generation and customer retention. +Recording of activities in CRM. Key Responsibilities: +Achieving monthly sales targets. +Providing ethical, clear, and professional advice. +Maintaining constant up-to-date knowledge of financial products. +Building 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