Wealth Consultant Puebla

Description

Position Summary: We are seeking candidates with experience in leadership roles, commercial management, or banking executives who wish to leverage their expertise within a high-level wealth consulting model featuring full schedule autonomy and portfolio ownership. Key Highlights: 1. Full Schedule Autonomy 2. "Office-Free" Model 3. Portfolio Ownership Are you looking to transition from the corporate or banking sector to true professional independence? At our ESPYF Consultants—affiliated with **Prudential Seguros México**—we understand that success is measured not only by income but also by **operational autonomy**, free from rigid corporate scheduling. We seek candidates with experience in **leadership positions, commercial management, or banking executives (Jr/Sr)** who wish to capitalize on their expertise within a high-level wealth consulting model. What Sets Us Apart (Your Quality of Life): * **Full Schedule Autonomy:** Manage your time to prioritize what matters most: your family and personal well-being. We focus on outcomes. * **"Office\-Free" Model:** We operate under a digital efficiency framework complemented by strategic in-person meetings. * **Portfolio Ownership:** Unlike other industries, here your clients and the business you build remain yours permanently. * **Sustainability and Support:** Ongoing training using Prudential’s methodology—one of the world’s most robust and ethical financial institutions. * **Collaborative Model:** This role operates under a **fee-based engagement structure**, functioning as an **independent business unit**, backed by Prudential México’s infrastructure and support. Ideal Candidate Profile: * Professionals with executive/managerial experience in commercial, financial, or customer service areas. * Individuals with strong self-management skills and discipline (essential for remote work success). * Entrepreneurial mindset. * Excellent presence and communication skills. Key Responsibilities: * Provide comprehensive advisory services in financial protection and wealth strategies. * Develop and retain an executive-profile client portfolio within the region. * Diagnose financial needs to deliver customized solutions. **Apply today if you’re ready to move beyond imposed schedules and begin building your own wealth—with the quality of life your professional level deserves.** Employment Type: Indefinite-term position Salary: $30,000\.00 \- $60,000\.00 per month Benefits: * Flexible working hours * Remote work Work Location: On-site employment