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Wealth Advisor in Development

$MXN 25,000/year
Indeed
Full-time
Onsite
No experience limit
No degree limit
Guanajuato 54, Roma Nte., Cuauhtémoc, 06700 Ciudad de México, CDMX, Mexico
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Description

Job Summary: Consultative sales advisor for protection and savings solutions, responsible for prospecting, advising, and closing clients while building and maintaining a long-term client portfolio. Key Highlights: 1. Commercial development and high commission-based income. 2. Ongoing training and field mentoring. 3. Flexible working hours and self-management of time. **Job Description** ---------------------- Prospect, advise, and close clients on protection and savings solutions through a consultative model. Prospect new clients daily (calls, referrals, and social networks). Schedule and conduct financial advisory appointments. Identify needs related to protection, savings, and retirement. Follow up promptly until closure. Build and maintain a long-term client portfolio. Work toward weekly and monthly commercial targets. Continuously train on products and sales skills. **Candidate Requirements** -------------------------- * Experience in sales, customer service, or goal-oriented activities (formal or informal). * Strong verbal communication skills, confidence when speaking, and enthusiasm for interacting with people. * Self-management of time and discipline to work toward objectives. * Genuine interest in developing a career in sales and generating commission-based income. * Basic use of social media and WhatsApp for prospecting. **Compensation** ---------------- 25000**Selection Process** ------------------------ Our selection process is designed for individuals with genuine commercial attitude — for those who want to build substantial income through commissions and commercial development. After applying, you must log in to the Aira platform and answer several questions about your work style, attitude toward sales, and professional motivation. This step is critical, as we seek persistent individuals with strong verbal skills and resilience to rejection. If you complete this stage and your profile matches our criteria, we will contact you to proceed with an interview where you will learn in detail about our work model and growth plan. **About Us** ------------------ We are a firm specializing in financial advisory and insurance services, focused on helping families protect their assets, save, and plan for retirement. We train and develop commercial advisors from scratch through continuous training, hands-on mentoring, and a proven prospecting and closing methodology. We seek commercially minded individuals who wish to build a results-driven career with high commission-based earnings. **Our Benefits** ----------------------- Ongoing training in sales, products, and personal development. Field mentoring and guidance to achieve your first closures. Flexible working hours and self-management of time. Development of your own client portfolio. A structured growth and development path within the firm. An excellent goal- and results-oriented work environment. Bonuses and incentives for achieving targets.

Source:  indeed View original post
Juan García
Indeed · HR

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