Consultor de Negócios I in financial services company assisting clients with strategic resource management to retain their investments. Providing high-level consultancy and client support.
Responsibilities
You will be responsible for inbound customer service for clients requesting redemptions and will advise them so that resource movements are more strategic, thereby promoting client and asset retention.
Requirements
Preferred: Bachelor's degree in Administration, Economics, Marketing or related fields.
Preferred: Professional certifications from ANBIMA such as CPA-10/CPA-20, FBB100 and PLDFT+LGPD.
Experience in the financial market in consulting, brokerage and analysis roles; high-complexity contact centers; sales operations; insurance retention; and private pension.
Responsible for carrying out retention activities for pension plans in order to prevent reserves from leaving the company for competitors.
Strong logical reasoning, emotional intelligence, excellent communication, organized work habits, ability to work under pressure, disciplined follow-up execution, and ability to share knowledge with others.
Provide high-level consultancy focused on client retention/loyalty and conduct negotiations aligned with the client’s objectives and Brasilprev’s purpose.
Work daily with a sense of priority, empathy, emotional and analytical intelligence, autonomy and resilience, focusing on delivering current objectives.
Share successful retention strategies with the team.
Segment and respond to all client inquiries via our service channels such as phone and e-mail.
Record service information and the progress of negotiations in the Salesforce system.
Preferred: knowledge of the Private Pension, Insurance and/or Financial Institution segments regarding legislation, operations and products.
Benefits
Food allowance (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 allowance / Parking
Profit-Sharing Program (PPR)
Transportation voucher / Shuttle allowance
One day off in your birthday month
Gympass and Wellness Space with health and well-being programs for employees
Wellz – Mental health and emotional well-being platform
Flexible working hours and time bank
AABB membership (Athletic Association of Banco do Brasil)
LinkedIn Learning
Home office stipend
Hybrid work (up to 2 days remote per week)
Job title
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