About the Role

Our client, WhatJobs Direct , is looking for a passionate and client-focused Especialista en Seguros de Vida y Retiro
- Remoto to join their fully remote financial advisory team. This position is dedicated to helping individuals plan for their future by offering comprehensive life insurance and retirement savings solutions. You will conduct virtual consultations, analyze financial needs, and present personalized strategies to ensure clients achieve their long-term goals. The idóneo candidate has a strong understanding of financial planning principles and excels in remote client engagement. This role offers the flexibility of remote work, allowing you to impact clients' financial well-being from anywhere, conceptually based out of León, Guanajuato, MX but performed entirely remotely.

Key Responsibilities

Conduct virtual meetings with clients to assess their life insurance and retirement planning needs. Develop and present customized financial plans and insurance proposals. Explain complex financial products, including life insurance policies, annuities, and retirement savings vehicles. Guide clients through the application and enrollment process. Build and nurture long-term relationships with clients through ongoing support and advice. Stay current with market trends, financial regulations, and product developments. Meet and exceed sales objectives for life insurance and retirement products.



Utilize CRM and other digital tools to manage client interactions and track progress. Collaborate with support teams to ensure seamless client experience.

Requirements

Proven experience in life insurance sales, financial advisory, or retirement planning. Relevant insurance and/or financial advisory licenses are mandatory. Strong knowledge of life insurance products (term, whole life, universal) and retirement planning strategies. Excellent communication, listening, and interpersonal skills for remote client engagement. Proficiency in virtual meeting platforms and CRM systems. Self-motivated with a strong work ethic and ability to manage time effectively in a remote setting. Demonstrated ability to achieve sales targets. Bachelor's degree in Finance, Business, Economics, or a related field is preferred. Access to a reliable internet connection and a professional home office environment.

Benefits

This fully remote position offers a competitive salary and commission structure, comprehensive benefits, continuous training and professional development opportunities, and the flexibility to work from home. Our client is committed to fostering a supportive and collaborative remote work culture. You will play a vital role in helping clients secure their financial futures, conceptually anchored in León, Guanajuato, MX but performed remotely.

📌 Especialista en Seguros de Vida y Retiro (León)
🏢 Placements24
📍 León