Wealth Advisor - Experienced

Description

Position Summary: We are seeking a proactive and experienced Wealth Advisor with sales expertise to manage client relationships, conduct commercial analysis, and provide support. Key Highlights: 1. Sales experience and commercial skills 2. Proactive approach to wealth advisory 3. Client relationship management and expansion 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 and service administration. You will be responsible for conducting commercial and client analysis, providing client support, and managing appointments. Furthermore, client prospecting and relationship management are fundamental to this role. Your ability to sell and manage sales will be critical to success in this position. Work will be conducted both in-person and remotely, adapting to business and candidate needs. If you possess a proactive mindset 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 areas: Network administration, Client prospecting, Client relationship management, Sales, Customer support, Commercial analysis, Client analysis, Insurance certification, Appointment management, Service administration Keywords: advisor, asesor