Wealth Advisor

$MXN 20,000-60,000/month
Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: We are seeking a Financial Advisor to build a client portfolio, provide advisory services on financial protection and insurance, and carry out commercial and prospecting activities. Key Highlights: 1. Continuous training in commercial techniques and financial products 2. Career growth within the financial and insurance sectors 3. Hybrid work model or remote work (home office) At **FW Advisors**, we focus on growing while protecting the future of Mexican families and the people they love most. RESPONSIBILITIES * Contacting and following up with prospective clients * Providing advisory services on financial protection and insurance solutions * Developing and managing a client portfolio * Conducting commercial and prospecting activities * Continuous training in commercial techniques and financial products REQUIREMENTS * Interest in sales and commercial activities * Strong communication skills and interpersonal abilities * Discipline and consistency in work * Focus on achieving commercial objectives * Organizational skills for hybrid or remote work * **Education: Completed high school diploma (university degree preferred)** BENEFITS * Initial training and continuous development * Career growth within the financial and insurance sectors * **Uncapped commissions** * Hybrid work model or remote work (home office) * Flexible scheduling for results-oriented individuals * Ongoing support throughout the commercial development process Employment Type: Full-time Salary: $20,000.00 \- $60,000.00 per month Work Location: On-site employment

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Posted by

Juan García

Indeed · HR

Location

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