Financial Consultant
Brazil
Full Time
1 hour ago
No Sponsorship
Key skills
Sales
About this role
Role Overview
- Manage relationships and provide service to investor clients
- Offer financial solutions tailored to each client's profile and objectives
- Prospect and manage a client portfolio
- Conduct financial assessments and identify opportunities suitable for each client's profile
Requirements
- Experience as a Financial Consultant, consórcio sales representative, insurance broker, and/or real estate broker
- Someone who values networking and a consultative approach
- Experience in sales and customer service
- Proactive, resilient, and organized
- Plus: possessing an existing client portfolio
Benefits
- Opportunity to work as an active Financial Consultant in the financial market
- Excellent networking opportunities
- Flexible working hours