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Financial Advisor (All training provided) (Ciudad de Mexico)

remuneración: Commission Only aprx $2000 per deal with no limit
tipo de empleo: tiempo completo

Plan Wealth Management is looking for financial advisors to act as an intermediary between our company and valued clients. You will provide financial guidance to our clients and make recommendations on how to best utilise their money. The ideal candidate will be able to identify customer needs, design financial strategies and close a sale.

•Provide strategic advice across a variety of financial products
and services
• Assess client’s overall financial picture
•Guide clients towards a profitable and secure financial decision
•Cultivate client base and build win-win relationships
•Network, generate leads and grab opportunities to sell mutual
funds, stocks, bonds etc. to meet sales quotas
•Oversee the course of the financial plan and update it, if
necessary, to ensure profits

•Strong communication, negotiation and presentation skills
•Accuracy, attention to detail and the ability to explain
information clearly and simply
•Desire for success and eagerness to make high earnings

•Attractive commission levels, highest in region
•Yearly fixed bonus based on client portfolio value
•Ongoing commissions for existing clients and new clients
•Build a client bank and build your business
•All training provided
  • Solo empresas. Si eres un intermediario, por favor, no contactes al anunciante.
  • NO contactarnos por servicios u ofertas no solicitados

ID publicación: 7057123910


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