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Sales Consultant III – SME Benefits
Alper SegurosConsultor Comercial responsável por expandir a carteira de clientes em uma corretora de seguros. Foco na prospecção ativa e no relacionamento consultivo com clientes.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
sales techniquesnegotiation skillsmarket studiescontract analysisonboarding processesCRM managementExcelvirtual meeting toolshealth and dental plan salesbroker portal
Soft Skills
client relationship managementconsultative sellingstrategic capabilitynetworkingcommunication skillsorganizational skillsleadershipproblem-solvingadaptabilityteam collaboration
Tools & Technologies
Microsoft OfficeGoogle WorkspaceSalesforceCRMvirtual meeting platformsbroker panel
Industry Keywords
ANS regulationshealth insurancedental insuranceprovider networkscommercial proposalssales pipelineclient onboardingportfolio managementrenewalsbenefit proposals
About the role
Key responsibilities & impact- Expand Alper's client portfolio through active prospecting of leads, networking, and database mining.
- Work consultatively to prepare market studies, quotes, and benefit proposals (health and dental).
- Ensure excellence at all stages of the sales cycle — from prospecting to implementation.
- Ensure a smooth client transition to the service/operations teams.
- Prospect new clients by responding to leads;
- Prospect from your own network;
- Prospect from client lists provided by the company;
- Update the company CRM daily;
- Conduct in-person and virtual meetings;
- Prepare quotes for health and dental plans;
- Conduct market studies comparing provider networks, pricing, and differentiators;
- Analyze the rules and terms established in contracts;
- Prepare document checklists required for contract issuance;
- Complete the onboarding/implementation form;
- Prepare and send commercial proposals;
- Track and ensure processes from prospecting through sale implementation;
- Participate in events;
- Offer other Alper products;
- Monitor renewals and portfolio transfers for your client base and any clients remaining from other portfolios;
- Track payment of the first installment;
- Participate in commercial trainings (product, sales techniques);
- Conduct handover meetings between operations and relationship teams;
- Manage the sales pipeline;
- Maintain and develop relationships with key clients;
- Lead complex, high-value sales negotiations;
- Interact with providers regarding requests and negotiations;
- Possess deep technical knowledge, strong negotiation skills, and strategic capability.
Requirements
What you’ll need- High school diploma.
- Experience selling health and dental plans.
- Proficiency with Microsoft Office and Google Workspace.
- Strong Excel skills.
- Familiarity with virtual meeting tools.
- Knowledge of carrier/insurer products and management systems.
- ANS regulations (Brazilian National Supplementary Health Agency).
- Broker portal (broker panel).
- Salesforce.