BRA Espec Select One
Core
Serve as the primary expert for clients in the Select One segment, providing digital premium experiences via chat/video/app for individuals with income between R$7,000–R$15,000 or investments between R$100,000–R$300,000.
Role type
Senior individual contributor financial sales specialist
Builds
Digital sales of credit, investments, and low-complexity insurance products
Domain
Financial services / Wealth management
Required skills
Advanced customer experience knowledge, consultative sales, digital tools proficiency, remote service experience, digital channel mastery, customer journey expertise, financial products knowledge
Preferred skills
None stated
Technologies
Chat, video, app, digital tools
Responsibilities
Engage clients 100% digitally, update clients on Select portfolio benefits, execute consultative sales, collect and update data, resolve remote demands, maintain familiarity with digital solutions
Seniority
Senior, hands-on IC
