About the role

  • Consultor Comercial de Canais Parceiros responsible for training and supporting partner teams. Focused on various life and insurance products offered by Caixa Vida e Previdência.

Responsibilities

  • Enable partner teams through training and on-site visits to ensure a qualified approach, with commercial knowledge of products and sales techniques
  • Establish strategic relationships, mobilizing and motivating partners to achieve results
  • Monitor performance, planning and defining tactical actions for partners in your portfolio
  • Support identification and engagement of potential customers
  • Support product retention efforts
  • Develop and disseminate commercial campaigns
  • Stay informed about market movements, products and services, and clients’ business strategies
  • Provide support to partners with questions related to our products, services, campaigns, features and benefits
  • Work toward targets
  • Availability to travel
  • Own vehicle required

Requirements

  • Bachelor’s degree (completed)
  • Previous experience as an insurance sales consultant
  • Knowledge of insurance products (Life, Personal Accident and Loan Protection/Credit Life)
  • Proficient in Microsoft Office
  • Availability for frequent travel
  • Strong verbal and written communication skills
  • Public speaking / presentation skills
  • Interpersonal skills
  • Own a vehicle
  • Preferred qualifications:
  • CPA-20 certification (ANBIMA)
  • Experience with Bancassurance branch/counter operations

Benefits

  • Profit-sharing
  • Hybrid work
  • Meal and grocery allowance
  • Gympass membership
  • Transportation allowance
  • Health insurance
  • Dental plan
  • Pharmacy assistance
  • Childcare and babysitter allowance
  • Life insurance
  • Travel insurance
  • Retirement plan
  • Maternity kit
  • Maternity leave
  • Paternity leave

Job title

Sales Consultant, Partner Channels

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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