Espec Patri Consorcio
Core
Serve as a specialist in consorcia (a Brazilian financial product similar to a lottery-based loan) by providing in-person client visits, creating personalized proposals, and ensuring customer satisfaction.
Role type
Specialist in Consorcio (IC)
Builds
Personalized insurance and consorcio proposals for clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Consorcio product knowledge, Office Suite proficiency, client relationship management, in-person client engagement
Responsibilities
Conduct in-person client visits at agencies, create personalized insurance and consorcio proposals, ensure quality and satisfaction in client service, contribute to business growth, develop long-term client relationships