INTERN | INVESTMENTS DIGITAL SDR
Core
Entry-level sales development role identifying and qualifying high-net-worth individual and business clients for personalized investment advisory services.
Role type
Junior SDR (Investments)
Builds
Client pipeline and engagement for Inter Investimentos
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Prospecting, lead qualification, CRM management, consultative communication, result orientation
Preferred skills
CPA-20 or C Pro-R certification, prior sales/SDR experience, knowledge of investment products (fixed income, funds, stocks), analytical profile
Technologies
Internal CRM systems, spreadsheets
Responsibilities
Make active outbound contacts via phone and digital channels to present investment benefits; Qualify client profiles based on investment moment, needs, and goals; Register and track leads in internal systems; Support distribution of Inter investment products; Participate in weekly technical training on financial products and market; Collaborate with investment advisors and CRPJ teams.