Consultor(A) De Negocios
Based in Brazil
Core
Prospecting clients via digital tools and communication channels to offer financial planning solutions and close sales of consortium and loan products.
Role type
Sales Consultant (Financial Services)
Builds
Consortium groups, auto loans, and financial planning solutions for individual clients
Domain
Financial Services / Consumer Finance
Deliverable
product features
Required skills
Client prospecting, financial needs analysis, sales process management, digital communication tools, Microsoft Office
Preferred skills
Experience in consortium product sales
Responsibilities
Prospect clients using digital tools and communication channels; Understand client needs and offer the best financial planning solution; Act as a facilitator supporting clients through contract and operationalization stages.