Rheserva Consultoria

Commercial Consultant

Rheserva Consultoria

full-time

Posted on:

Location Type: Remote

Location: Brazil

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Salary

💰 R$1,621 per month

About the role

  • Responsible for multichannel (phone, WhatsApp and email) handling of pre-qualified leads interested in CGI
  • Deliver institutional/company presentations and conduct qualification interviews to map client profile, operation, guarantees/collateral and payment capacity
  • Perform credit simulations according to the client profile
  • Align expectations on rates and terms and advise on next steps
  • Present the value proposition and differentiators to engage the lead and advance them through the sales funnel
  • Conduct document qualification by sending checklists, clarifying doubts, performing active follow-up, requesting and receiving documents, uploading documents into systems, and keeping the CRM and controls updated to ensure pipeline integrity

Requirements

  • High school diploma
  • Intermediate Excel (including pivot tables)
  • Certifications: ANEPS, ANBIMA or FEBRABAN
  • Higher education completed or in progress in commercial management, managerial processes or related fields
  • Familiarity with the HubSpot platform
  • Experience with CGI
Benefits
  • Meal voucher (VR): R$25.23 per day
  • Home office allowance: R$200.00
  • TotalPass (commute benefit)
  • Health insurance starting from the 3rd month
Applicant Tracking System Keywords

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

Hard Skills & Tools
credit simulationsExcelpivot tables
Soft Skills
communicationpresentationactive follow-up
Certifications
ANEPSANBIMAFEBRABAN