Bilingual Sales Agent - Financial Services

Job Description

Job Description

Company: Asegure Su Legado
Position Type: Full-Time, In-Office
Compensation: Base Pay + Commission
Experience Level: Entry Level with Advancement Opportunities

Position Overview

Asegure Su Legado is seeking a motivated and personable Bilingual Sales Agent to meet face-to-face with clients, conduct initial needs analyses, present insurance / investment solutions, and connect clients with the appropriate financial professionals.

This is an excellent opportunity for someone who enjoys working with people, building relationships, and helping families take the nexcessaey steps toward protecting their financial future. The position offers professional training, performance-based compensation, and opportunities for advancement within the financial services industry.

Key Responsibilities

• Meet face-to-face with prospective and existing clients.
• Conduct initial client interviews and needs analyses.
• Gather financial, personal, and insurance-related information.
• Educate clients about available insurance products and services.
• Recommend and sell appropriate insurance solutions.
• Complete client onboarding and maintain accurate records.
• Make and receive inbound and outbound calls.
• Follow up with prospective clients and existing leads.
• Schedule appointments for financial advisors and other professionals.
• Delegate qualified leads to the appropriate financial professional.
• Maintain consistent communication throughout the onboarding process.
• Build lasting client relationships through professional and responsive service.
• Meet individual sales, appointment-setting, and follow-up goals.
• Protect confidential client and financial information.
• Follow all company procedures and applicable compliance requirements.

Minimum Qualifications

• Fluent in both English and Spanish .
• At least one year of sales or face-to-face customer service experience .
• Strong communication, listening, and relationship-building skills.
• Comfortable speaking with clients in person and over the phone.
• Professional, confident, dependable, and goal-oriented.
• Able to explain information clearly and professionally.
• Strong organizational and follow-up skills.
• Comfortable working in a performance-based sales environment.
• Basic computer, data-entry, and appointment-scheduling skills.
• Ability to work independently and as part of a professional team.

Preferred Qualifications

• Previous experience in insurance, financial services, banking, real estate, retail sales, or consultative sales.
• California Life Insurance License or willingness to obtain one.
• Experience with customer relationship management systems or lead-tracking software.
• Experience making outbound calls and scheduling appointments.

Compensation and Benefits

• Competitive base pay.
• Commission and performance-based earning opportunities.
• Professional training and ongoing development.
• Opportunities for advancement into insurance, financial services, and leadership roles.
• Supportive, team-oriented workplace.
• Meaningful work helping families protect their assets and financial futures.

About Asegure Su Legado

Asegure Su Legado is committed to empowering families through financial education, insurance planning, estate-planning education, and access to qualified financial professionals. We take a personalized approach to helping clients understand their options and take confident steps toward protecting their families and building a stronger financial future.

Asegure Su Legado is an equal opportunity employer. Employment decisions are based on qualifications, experience, performance, and business needs.

\nCompany Description

ASEGURE SU LEGADO LLC is a full services financial firm dedicated to helping individuals and families protect their assets and plan for their future. We specialize in financial planning, retirement planning, life insurance, and estate-planning education. Our bilingual team provides professional and personalized guidance to English- and Spanish-speaking communities in a welcoming office environment.

We are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.

Company Description

ASEGURE SU LEGADO LLC is a full services financial firm dedicated to helping individuals and families protect their assets and plan for their future. We specialize in financial planning, retirement planning, life insurance, and estate-planning education. Our bilingual team provides professional and personalized guidance to English- and Spanish-speaking communities in a welcoming office environment.\n\nWe are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.