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Business Consultant I – Exclusively PWD
BrasilprevConsultant managing the retention of clients and their resources in financial services industry. Collaborating with teams to provide high-level consultancy and maintain operational efficiency.
About the role
Key responsibilities & impact- You will be responsible for handling inbound client requests for redemptions and advising them so that asset movements are more strategic, thereby helping to retain the client and their funds.
Requirements
What you’ll need- Preferred: Bachelor’s degree in Business Administration, Economics, Marketing, or related fields
- Preferred: Professional certification ANBIMA CPA 10/20, FBB100 and PLDFT+LGPD
- Experience in the financial markets in consulting, brokerage, analysis roles, high-complexity contact centers, sales operations, or insurance retention and complementary pension
- Responsible for carrying out retention activities for pension plans to prevent the outflow of reserves from the Company to competitors
- Logical reasoning, emotional intelligence, excellent communication, organized work habits, ability to perform under pressure, disciplined execution of daily follow-ups, and ability to share knowledge with others
- Provide high-level consultancy focused on client retention/loyalty; conduct negotiations aligned with the client’s needs and BrasilPrev’s purpose
- Operate daily with a sense of priority, empathy, emotional and analytical intelligence, autonomy and resilience, focusing on delivering current objectives
- Share retention strategies that are producing results with the entire team
- Segment and respond to all client inquiries through our service channels such as phone and e-mail
- Record details of client interactions and the status of negotiations in Salesforce.
Benefits
Comp & perks- Food voucher (Vale Alimentação)
- Meal voucher (Vale Refeição)
- Life insurance - Brasilseg
- Health insurance - Bradesco
- Dental insurance (optional) - BBDental
- BrasilPrev pension plan (optional)
- Extended maternity and paternity leave
- Childcare/babysitter assistance and parking
- Profit Sharing Program (PPR)
- Transportation voucher / Shuttle allowance
- One day off during the month of your birthday
- Gympass and Health Space with health and wellbeing programs for employees
- Wellz - mental health and emotional wellbeing platform
- Flexible working hours and time bank
- AABB partnership – Athletic Association of Banco do Brasil
- LinkedIn Learning
- Home office allowance
- Hybrid work (up to 2 remote days per week)
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
financial marketsconsultingbrokerageanalysissales operationsinsurance retentionpension plansclient retentionnegotiationclient loyalty
Soft Skills
logical reasoningemotional intelligenceexcellent communicationorganized work habitsability to perform under pressuredisciplined executionknowledge sharingempathyautonomyresilience
Certifications
Bachelor’s degreeANBIMA CPA 10ANBIMA CPA 20FBB100PLDFT+LGPD