Digital Sales Agent

Banco Mercantil

Sales Agent responsible for engaging customers in financial product sales via WhatsApp and phone. Focus on retaining customers and building solid client portfolios in a hybrid work environment.

Posted 7/13/2026full-timeBelo Horizonte • 🇧🇷 BrazilJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong sales capabilities in financial products, with a focus on customer retention and satisfaction. Proficient in managing client portfolios and executing effective communication strategies.

Highest-signal resume keywords

Sales ExperienceCustomer ServiceClient Portfolio ManagementExperience With CorbansFinancial Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan SalesCredit TypesRenegotiationCollections OperationsCommercial Sales

Soft Skills

Proactive Customer ServiceCommunication SkillsClient Retention Focus

Tools & Technologies

Industry Keywords

Financial ProductsCredit PromotersCall CentersCustomer Satisfaction

About the role

Key responsibilities & impact

Sell loans and other financial products via WhatsApp and phone, covering various credit types (payroll-deductible/consigned, personal, refinancing, etc.).
Attract new customers and maintain a solid client portfolio, always focusing on sales quality and following the institution's guidelines.
Proactive customer service focused on retention and recovery, preventing cancellations and ensuring customer satisfaction.

Requirements

What you’ll need

Currently enrolled in a degree program in Communication, Business Administration, or related fields (from the second semester onward).
At least 1 year of commercial/sales experience required.
Experience in customer service and/or commercial roles with direct client contact required.
Experience with Corbans and renegotiation/collections operations.
Experience working in financial companies, credit promoters/brokers, and/or call centers.

Benefits

Comp & perks

Meal and food vouchers (If preferred, you can receive both amounts on a single food card);
Health insurance;
Dental plan;
Childcare assistance;
Life insurance;
Private pension plan;
Wellhub;
Mercantile Development Academy;
Profit Sharing (PLR);