About the role
- Work 100% digitally, conducting consultative, personalized sales
- Guide the client from first contact through post-sale support
- Plan your day based on targets and KPIs
- Organize your lead list and keep the CRM up to date
- Make proactive contacts via WhatsApp, chat, email, and phone
- Execute strategic follow-ups to advance negotiations
- Use a consultative approach to understand the client's profile and pain points
- Present proposals clearly and persuasively
- Handle objections and negotiate through to closing
- Formalize sales and record all details accurately in the CRM
- Work on post-sale activities to ensure satisfaction and propose upgrades or renewals
Requirements
- Experience in consultative sales
- Strong communication skills
- Resilience and persistence
- Comfortable with digital tools and CRMs
- Good communication and persuasive skills
- Proactive, results-oriented profile
- Organized and able to track leads and record information in the CRM
- Background in consultative sales, especially in digital channels
- Ability to handle objections and negotiate to close
- Experience in the financial market or with investment products (plus)
- Experience with inside sales (plus)
- Track record of upselling, upgrades, or renewals with existing clients (plus)
- Experience handling inbound leads (plus)
- Life insurance
- Meal allowance
- Transportation allowance
- Commission
- Partnerships with Gympass, TotalPass, and Zenklub — supporting physical and mental well-being
- Hybrid work model — flexibility that respects your time and routine
- Institutional partnerships — ongoing learning opportunities
- Birthday day off
- Free Suno Black subscription — for you and your first-degree relatives to stay informed about investments
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative salesnegotiationupsellinglead trackingCRM managementobjection handlingpost-sale supportKPI managementdigital salesinside sales
Soft skills
strong communicationresiliencepersistenceproactiveresults-orientedorganizational skillspersuasive skillsclient relationship managementconsultative approachproblem-solving