Sales Consultant – Finance

CobMax

Sales Consultant for a tech scale-up handling financial products. Engaging clients, managing sales, and participating in training sessions for professional growth.

Posted 7/19/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong communication and persuasion skills while effectively managing sales portfolios and utilizing problem-solving abilities. Proficient in Excel and capable of working under pressure to assist clients with financial products.

Highest-signal resume keywords

Sales ManagementCommunication SkillsPersuasion SkillsExcel ProficiencyProblem-Solving Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

Good Typing SkillsAbility To Work Well Under Pressure

Certifications & Qualifications

High School Diploma Or Equivalent

Industry Keywords

Financial ProductsConsortiums

About the role

Key responsibilities & impact

Assist clients across Brazil, using product presentation, outreach, needs assessment, negotiation, and closing techniques.
Record and manage sales in the system, keeping your sales portfolio up to date.
Participate in refresher and training programs.

Requirements

What you’ll need

High school diploma or equivalent;
Ability to work well under pressure;
Good communication and persuasion skills;
Intermediate Excel skills;
Good typing skills;
Problem-solving skills;
Experience with financial products or consortiums (consórcio) is a plus.

Benefits

Comp & perks

Health and dental insurance;
Meal allowance;
Life insurance;
Remote work;
Home office allowance;
Modern, dynamic, collaborative, and innovative work environment.