Executivo(a) Comercial (Closer)| Planejamento Financeiro Empresarial
Core
B2B sales executive responsible for selling corporate financial planning and wealth management services to business owners and decision-makers.
Role type
Senior B2B sales executive (financial services)
Builds
Corporate financial planning and wealth management service contracts
Domain
Financial services / Business consulting
Deliverable
client delivery
Required skills
B2B consultative sales, business development, negotiation, pipeline management, contract closing, relationship building, value proposition development, performance-oriented mindset
Preferred skills
Experience selling business consulting or financial services, experience with SMEs, complex sales cycles, CRM management
Responsibilities
Develop and manage commercial pipeline, conduct meetings with business owners to understand needs, present solutions, prepare commercial proposals with technical team, negotiate terms and close contracts, track sales metrics, transition deals to technical execution team
Seniority
Senior, hands-on IC