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Open nowFirst seen 3 days ago

Asesor Financiero

Rudy Seguros1 open role

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Your applicationOpen nowAsesor FinancieroRudy Seguros
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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 3 days ago

The posting

El Asesor Financiero es responsable de analizar profundamente la situación financiera de personas físicas y morales para establecer metas con objetivos de crecimiento a corto, mediano y largo plazo. Su enfoque se centra en brindar soluciones financieras personalizadas que generen valor para el cliente y fomenten relaciones a largo plazo.

Responsabilidades

  • Identificar necesidades financieras y proponer soluciones adecuadas y personalizadas
  • Desarrollar y mantener relaciones sólidas con clientes actuales y potenciales
  • Realizar seguimiento continuo para asegurar el cierre exitoso de negocios
  • Mantenerse al día con tendencias y novedades del sector financiero
  • Contactar a clientes de forma presencial, telefónica o mediante redes sociales

Requisitos

  • Nivel educativo requerido: Bachillerato concluido; Licenciatura deseable
  • Años de experiencia requerida: Mínimo 1 año en ventas (administrativo o por cuenta propia)
  • Uso básico de redes sociales (para prospección y comunicación)
  • Capacitación interna en productos financieros (seguros, inversiones, etc.)

Habilidades blandas

  • Creatividad y capacidad de adaptación
  • Persuasión y comunicación efectiva (verbal y escrita)
  • Colaboración y trabajo en equipo
  • Responsabilidad, ética e integridad profesional
  • Cortesía, actitud positiva y compromiso con el aprendizaje

Qué ofrecemos

En Rudy Seguros ofrecemos mucho más que un empleo: brindamos una plataforma para que desarrolles una carrera profesional rentable y con propósito. Te acompañamos desde tu primer día con capacitaciones constantes, herramientas tecnológicas, espacios de trabajo funcionales y un equipo humano altamente capacitado. Creemos en el trabajo colaborativo, la mejora continua y el poder de brindar seguridad a miles de familias y empresas. Aquí, tu crecimiento es nuestra misión.

Consolidación Profesional

Forma parte de un modelo de desarrollo con visión a largo plazo

Capacitaciones

Acceso a entrenamientos precisos y actualizados

Ingresos Acumulativos

Tus resultados generan beneficios sostenibles

Infraestructura Profesional

Respaldo empresarial en cada paso de tu crecimiento

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