Hybrid Business Consultant I – Exclusive for Persons with Disabilities

Posted 2 weeks ago

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About the role

  • Consultor de Negócios I in financial services company assisting clients with strategic resource management to retain their investments. Providing high-level consultancy and client support.

Responsibilities

  • You will be responsible for inbound customer service for clients requesting redemptions and will advise them so that resource movements are more strategic, thereby promoting client and asset retention.

Requirements

  • Preferred: Bachelor's degree in Administration, Economics, Marketing or related fields.
  • Preferred: Professional certifications from ANBIMA such as CPA-10/CPA-20, FBB100 and PLDFT+LGPD.
  • Experience in the financial market in consulting, brokerage and analysis roles; high-complexity contact centers; sales operations; insurance retention; and private pension.
  • Responsible for carrying out retention activities for pension plans in order to prevent reserves from leaving the company for competitors.
  • Strong logical reasoning, emotional intelligence, excellent communication, organized work habits, ability to work under pressure, disciplined follow-up execution, and ability to share knowledge with others.
  • Provide high-level consultancy focused on client retention/loyalty and conduct negotiations aligned with the client’s objectives and Brasilprev’s purpose.
  • Work daily with a sense of priority, empathy, emotional and analytical intelligence, autonomy and resilience, focusing on delivering current objectives.
  • Share successful retention strategies with the team.
  • Segment and respond to all client inquiries via our service channels such as phone and e-mail.
  • Record service information and the progress of negotiations in the Salesforce system.
  • Preferred: knowledge of the Private Pension, Insurance and/or Financial Institution segments regarding legislation, operations and products.

Benefits

  • Food allowance (Vale Alimentação)
  • Meal voucher (Vale Refeição)
  • Life Insurance - Brasilseg
  • Health Insurance - Bradesco
  • Dental Insurance (optional) - BBDental
  • Brasilprev Pension Plan (optional)
  • Extended maternity and paternity leave
  • Childcare / Babysitter allowance / Parking
  • Profit-Sharing Program (PPR)
  • Transportation voucher / Shuttle allowance
  • One day off in your birthday month
  • Gympass and Wellness Space with health and well-being programs for employees
  • Wellz – Mental health and emotional well-being platform
  • Flexible working hours and time bank
  • AABB membership (Athletic Association of Banco do Brasil)
  • LinkedIn Learning
  • Home office stipend
  • Hybrid work (up to 2 days remote per week)

Job title

Business Consultant I – Exclusive for Persons with Disabilities

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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