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About the role
Key responsibilities & impact- Receive pre-qualified leads and manage the entire sales process from start to finish, ensuring a consultative and personalized customer journey;
- Provide consultative customer service and sales, conducting in-depth diagnosis of customer needs;
- Identify additional opportunities within the existing client base and support proactive prospecting when necessary;
- Negotiate with clients and close contracts;
- Conduct meetings and on-site or remote visits to gather information, validate projects and present proposals;
- Participate actively in all stages of the sales process;
- Work on the analysis and development of commercial projects;
- Maintain direct relationships with clients, including at managerial and executive levels;
- Review and analyze existing contracts, understanding products, company policies and coverages;
- Prepare technical and financial analyses, identifying trends, deviations and opportunities for adjustments to control loss ratios, with customized reports;
- Conduct negotiations with clients and suppliers, seeking the best cost–benefit conditions;
- Develop and execute results-oriented commercial strategies;
- Validate commercial studies, preparing financial maps and comparative scenario analyses;
- Actively engage in cross-selling and maintain relationships with the insurance market;
- Update and maintain the CRM, ensuring proper recording of opportunities, interactions and outcomes;
- Direct clients to post-sales channels, ensuring continuity, quality and satisfaction in service.
Requirements
What you’ll need- Bachelor's degree in Business Administration, Law, Marketing, Sales or related fields, preferably with ties to healthcare;
- Postgraduate degree in Management, Business or related areas (desirable);
- Intermediate knowledge of Excel and PowerPoint;
- Knowledge of health and dental plan legislation and the regulations of ANS and SUSEP;
- Excellent interpersonal skills, strong communication, negotiation ability and a consultative approach.
Benefits
Comp & perks- Medical insurance;
- Dental insurance;
- Meal or food allowance;
- Transportation allowance;
- Life insurance;
- Profit Sharing (PLR);
- Great work environment — friendly, welcoming and dynamic;
- Day off on your birthday;
- Pharmacy card;
- Benefits Club (various partner discounts);
- Partnership with Sesc;
- Discount on our products (insurance);
- Discount on cinema tickets;
- TotalPass (gym membership benefit);
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales process managementcustomer servicecontract negotiationfinancial analysiscommercial strategy developmentcross-sellingCRM managementdata analysisreport preparationconsultative selling
Soft Skills
interpersonal skillscommunication skillsnegotiation skillsconsultative approachrelationship managementproblem-solvingteam collaborationcustomer journey managementadaptabilityactive listening
Certifications
Bachelor's degreePostgraduate degree
