IT - Consultant supporting clients in digital transformation and Microsoft projects. Collaborating in all project phases from analysis to implementation with a focus on solutions.
BR
Hybrid Business Consultant I – Exclusive for Persons with Disabilities
Posted 3 months ago
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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