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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales, effectively identifying client needs and delivering tailored financial solutions. Proficient in managing client relationships, utilizing CRM systems, and achieving sales targets through disciplined follow-up and communication.
Highest-signal resume keywords
Consultative Sales ExperienceCRM ProficiencyStrong Verbal CommunicationOrganizational SkillsInside Sales Operations Experience
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 ConversionProposal PresentationNegotiation SkillsPipeline ManagementKPI MonitoringFinancial Product Knowledge
Soft Skills
Strong Written CommunicationClient Needs IdentificationObjection HandlingFollow-Up Discipline
Tools & Technologies
CRM SoftwareDigital Communication Channels
Industry Keywords
Inside SalesConsortium SalesCustomer Service
About the role
Key responsibilities & impact- Attend qualified leads with a consultative approach and a focus on converting sales.
- Understand clients' needs, goals and financial profile.
- Explain how the product works clearly.
- Perform simulations, present proposals and lead negotiations through to the closing of the sale.
- Address objections and clarify questions.
- Maintain a disciplined follow-up routine, tracking opportunities.
- Log all interactions in the CRM.
- Work with sales, productivity and service quality targets.
- Collaborate with SDRs, leadership and other departments.
Requirements
What you’ll need- Previous experience in consultative sales.
- Experience providing commercial/customer service via phone, WhatsApp or other digital channels.
- Strong verbal and written communication skills.
- Organized, with the ability to manage multiple clients and opportunities simultaneously.
- Consultative profile, with ease identifying needs and building solutions.
- Discipline in using CRM, managing the pipeline and monitoring KPIs.
- Ability to learn about financial products quickly and develop technical knowledge.
- Preferred: Experience in Inside Sales operations and consortium (consórcio) sales.
Benefits
Comp & perks- Flexible meal/food allowance - Swille card;
- Health insurance;
- Dental insurance;
- Life insurance;
- Home office allowance;
- Transportation allowance;
- Birthday day off;
- TotalPass;
- Zenklub;
- Consortium Professionals Day benefit;
- 0% fee on our products (employees only);
- PPR (performance-based bonus) — according to targets set in the annual program;
- Partnership with an educational institution offering discounts on postgraduate courses;
- Access to Udemy Business after 6 months — 100% paid by the company;
- Partnership with Sesc.
