Wealth Financial Advisor

Description

Job Summary: We are seeking a proactive and empathetic Financial Advisor to provide guidance and support, helping clients make sound financial decisions and achieve their goals. Key Highlights: 1. Being part of a committed and inclusive team 2. Personal and professional development 3. Opportunities for continuous growth and training **GRUPO INDEBIT, INSURANCE AGENT** is a leading company in the insurance sector with over 15 years of experience in the insurance market. We value integrity, commitment, and excellence in service to our clients, constantly seeking unique talent—individuals with strength, persistence, tenacity, and extraordinary humanity—who drive national transformation and innovation, enabling us to become a strong ally for growth alongside Mexico and thereby cultivating world-class agents who deliver innovative, high-quality solutions to our clients. Working with us means joining a committed, inclusive, and continuously growing team. At **GRUPO INDEBIT, INSURANCE AGENT**, we firmly believe that the combination of organization, dedication, perseverance, responsibility, and collaboration constitutes the perfect formula to become the top-performing team in the insurance sector. Don’t miss the opportunity to fully develop your potential—both personally and professionally—while enjoying economic well-being and achieving financial independence. **Responsibilities:** The Financial Advisor plays a fundamental role by providing advice and support to individuals and businesses regarding asset protection and making sound financial decisions within contexts involving risk, health, savings, and retirement. Their expertise and knowledge help clients make informed decisions and find appropriate coverage tailored to their individual needs, plan for achieving medium- and long-term financial goals and objectives, and contribute to client retention. **Job Requirements:** Completed high school diploma / Completed or incomplete bachelor’s degree 23/50 Laptop Personal vehicle Executive appearance Excellent verbal communication skills Prior experience as a salesperson or in commercial roles Public and social relations Ability to advise on and promote financial products, insurance, and savings plans Customer service Full-time On-site, hybrid work arrangement **Skills:** Proactive Negotiation skills Knowledge of motivational techniques Proficiency in Microsoft Office Entrepreneurial mindset Empathetic Goal- and objective-oriented Organized Responsible Interpersonal skills **Job Responsibilities:** Client prospecting Personalized financial advisory services to clients Identification of potential clients’ needs Developing strategies to promote insurance products. Scheduling appointments via telephone calls and electronic means Establishing strong relationships with both potential and existing clients. Providing high-quality customer service and efficiently resolving inquiries or complaints. Meeting the sales targets set by the company. Following up with prospects and clients **We Offer:** Performance-based bonuses Uncapped commissions Obtaining a **Professional License** from the **National Insurance and Surety Commission (CNSF)** Permanent full-time employment. A dynamic and collaborative work environment. Opportunities for professional development and career advancement within the company. Paid, ongoing training. **If you meet all the above requirements, apply through this channel.** Job Type: Full-time, Indefinite-term Benefits: * Free beverages * Flexible working hours * Option for an indefinite-term contract Workplace: Hybrid remote work in 45010, Paseos del Parque, Jal.