Wealth Advisor – Experienced

Description

Job Summary: We are seeking an experienced Wealth Advisor with sales expertise to manage and expand client relationships and provide proactive advisory services. Key Highlights: 1. Proactive and passionate role in wealth advisory 2. Client relationship management and expansion 3. Commercial analysis and client support We are looking for a Wealth Advisor to join our team at ASESORES EN SOLUCIONES PERSONALES AGENTES DE SEGUROS SA DE CV. We seek someone with sales experience and commercial skills to manage and expand our client relationships. The ideal candidate will hold insurance certification and have experience in network administration and service management. You will be responsible for conducting commercial and client analyses, providing client support, and managing appointments. Additionally, client prospecting and relationship building are fundamental to this role. Your ability to sell and manage sales will be crucial to success in this position. Work will be conducted both in-person and remotely, adapting to business and candidate needs. If you have a proactive approach and are passionate about wealth advisory, this opportunity is for you. Join our team and contribute to the growth and success of our company. Earn uncapped commissions, bonuses, and national and international campaigns. -Requirements- Minimum education: Higher education – Bachelor’s degree 1 year of experience Age: between 28 and 55 years Knowledge: Network administration, Client prospecting, Client relations, Sales, Client support, Commercial analysis, Client analysis, Insurance certification, Appointment management, Service administration Keywords: advisor, asesor