Active, consultative prospecting of clients and partners to offer insurance products;
Leading executive meetings, conducting needs assessments, and designing customized solutions;
Managing and prioritizing the CRM pipeline with predictability and consistent cadence;
Representing Creditas to partners, reinforcing the value proposition and competitive differentiators.
Requirements
Experience at Financial Institutions and/or Insurance companies
Proven professional experience in prospecting and building a client portfolio
Proven experience managing B2B portfolios and partner relationships
Intermediate proficiency in Microsoft Office
Excellent sales and persuasion skills
Strong organizational skills and attention to detail
Agility, resilience, and ability to perform under pressure
Analytical mindset and a focus on continuous process improvement
Quick problem-solving and reasoning skills
Availability for hybrid work: required to attend our office in the Morumbi area of São Paulo once per month for 4 consecutive days, usually during the last or first week of the month (Creditas in Person).
Benefits
Health plan (Alice)
Dental plan (SulAmérica)
Wellz: 100% free therapy sessions
Wellhub: access to gyms and studios
Creditas Endurance: incentive program for high-impact sports
Pharmacy benefits (Univers)
Life insurance (Porto Seguro)
Birthday day off
Extended parental leave: 6 months for birth mothers and 35 days for non-birthing parents
Family Care: support program for maternity and paternity
Childcare assistance
Assistance for dependents with disabilities (people with disabilities - PWD support)
SESC: access to facilities for you and your dependents
Enterprise Sales Executive driving business growth through client acquisition for a leading worktech company. Leveraging relationship - building and strategic sales methodologies to increase market presence.
Senior Account Executive at Free People driving growth through collaborations with buyers and maintaining brand presence across categories. Overseeing West Coast sales operations and monitoring market trends.
Junior Account Executive at Free People supporting wholesale team to exceed sales and profit goals. Collaborating with buyers and maintaining brand presentation across partners' stores.
Senior Account Executive managing consumer technology and brand communications for various clients. Collaborating on campaigns that engage high - profile brands and exciting startups.
Senior Account Director leading dynamic brand campaigns for high - profile consumer technology brands. Managing client account teams and mentoring staff in fast - paced communications environment.
Junior Account Executive in the Strategy & Crisis team at Sunshine Sachs Morgan & Lylis. Managing public relations and communications for various clients across industries.
Sales Specialist responsible for driving pharmaceutical product growth in Little Rock. Engaging with physicians, delivering presentations, and managing resources in line with compliance.
Sales Consultant supporting Sales Vice Presidents by generating leads and setting up meetings at Vista, a private aviation company. Managing client relationships and enhancing account management post - sale.
Sales Representative managing hotel accounts to implement hygiene solutions in Thailand's hospitality sector. Ensuring service excellence and customer satisfaction in a hybrid work environment.
Territory Sales Representative driving sales growth, building merchant relationships for EasyPay Finance. Focused on reducing attrition and increasing sales through dynamic business development strategies.