Key skills
AISales
About this role
Role Overview
- Build and maintain relationships with investor clients, providing financial solutions tailored to each client's profile and goals
- Prospect and manage a portfolio of clients
- Offer investment products and solutions
- Manage schedule and client portfolio independently
Requirements
- Experience in the financial sector (with any product)
- Experience in sales and customer service
- Proactive, resilient, and organized
- Existing client base (regardless of current employment)
- CEA (ANBIMA) or AI (ANCORD) certification
Benefits
- Flexible work model; you may maintain other professional engagements
- Autonomy in managing your schedule and activities
- Work in a well-established office within the financial sector
- Variable earning potential based on performance
- Opportunity for professional growth and career advancement
- Hands-on development experience in the financial market
- Direct contact with clients and executives
- Support for professional development and recognition of certifications
- Professional environment focused on results and continuous learning