
Asesor Financiero / Agente de Seguros
Posted Jun 27

Posted Jun 27
This is a fully remote position, open to applicants in Mexico.
• Actively prospecting clients: identify and reach out to potential prospects through various channels (social media, door-to-door, social circles, referrals, etc.)
• Needs assessment: Conduct diagnostic interviews to offer tailored financial solutions (life insurance, medical expenses, savings, retirement).
• Closing sales: Present appealing commercial proposals and finalize the sale.
• Follow-up and customer loyalty: Maintain a close relationship with the client portfolio to ensure retention and gain referrals.
• Must be over 18 years old
• Completed higher education studies.
• Experience: Minimum of 1 to 2 years in sales (preferably in financial, automotive, real estate, or intangible sectors), client prospecting.
• Key skills: Strong communication skills, high negotiation ability, resilience, and an excellent service attitude.
• Discipline and self-management: Ability to work towards goals and manage your own time.
• The most competitive commission structure in the market: Your earnings are unlimited, directly proportional to your sales.
• We do not offer a base salary.
• Additional bonuses and incentives: For achieved sales targets.
• Ongoing training and certifications: We support you in your development process with high-level commercial tools.
• Total flexibility: Manage your own schedule and work at your own pace. We do not have fixed hours.
Capital Impact Partners
Coastal Community
West Coast University
Credit Acceptance
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