Espec Patri Consorcio
Core
Serve as a specialist in consorcia (a Brazilian financial product similar to a group insurance plan) by providing in-person client visits, creating personalized strategies, and structuring proposals for insurance and consorcia.
Role type
Specialist in Consorcia (IC)
Builds
Personalized insurance and consorcia proposals for clients
Domain
Financial Services / Banking
Deliverable
product features
Required skills
Consorcia product knowledge, Office Suite proficiency, Client relationship management, In-person client engagement
Preferred skills
Post-graduate degree, Prior experience as a Consorcia Consultant