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Financial Advisor

$MXN 25,000/year
Indeed
Full-time
Onsite
No experience limit
No degree limit
Guanajuato 54, Roma Nte., Cuauhtémoc, 06700 Ciudad de México, CDMX, Mexico
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Description

Job Summary: We are seeking commercially minded individuals to prospect, advise, and close clients on protection and savings solutions, building a career in financial advisory. Key Highlights: 1. Consultative model for protection and savings solutions 2. Ongoing training and field mentoring 3. Flexible working hours and self-management **Job Description** ---------------------- Prospect, advise, and close clients on protection and savings solutions through a consultative model. Prospect new clients daily (calls, referrals, and networks). Schedule and conduct financial advisory appointments. Identify clients’ needs regarding protection, savings, and retirement. Provide timely follow-up until closure. Build and maintain a long-term client portfolio. Work toward weekly and monthly sales targets. Continuously train on products and sales skills. **Candidate Requirements** -------------------------- * Experience in sales and customer service. * Strong verbal communication skills, confidence when speaking, and genuine interest in interacting with people. * Ability to manage time independently and discipline to work toward goals. * Genuine interest in developing a career in sales. * Basic use of social media and WhatsApp for prospecting. **Compensation** ---------------- 25000**Selection Process** ------------------------ We seek commercially minded individuals aspiring to superior economic growth and who enjoy professional challenges. Once you apply, you will receive access to our AIRA platform. There, you can complete a brief assessment evaluating your skills, work style, and motivations. This step is essential, as it allows us to assess your potential beyond your CV and expedite your hiring process. After completing your profile on AIRA, our recruitment team will review your results to schedule a personalized interview where you will learn about our career development plan and compensation structure. **About Us** ------------------ We are a firm specializing in financial advisory and insurance services, focused on helping families protect their assets, save, and plan for retirement. We train and develop sales advisors from scratch through continuous training, hands-on support, and a proven prospecting and closing model. We seek individuals with a commercial mindset who want to build a results-driven career with high commission-based income. **Our Benefits** ----------------------- We train you to obtain your license from the CNSF (National Insurance and Surety Commission). Ongoing training in sales, products, and personal development. Field support and mentoring to help you achieve your first closures. Flexible working hours and self-management of time. Development of your own client portfolio. Career growth and development path within the firm. Bonuses and incentives for achieving targets.

Source:  indeed View original post
Juan García
Indeed · HR

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