Mortgage Sales Consultant in Consumer Lending soliciting residential mortgages and ensuring customer service excellence in compliance with regulations. Building relationships with diverse sources and analyzing customers' financial needs.
About the role
- Commercial Consultant in São Paulo managing health and dental insurance sales through active client prospecting. Engaging in negotiations and maintaining post-sale relationships.
Responsibilities
- Conduct active client prospecting (by phone, social media, visits, and referrals)
- Present health and dental insurance plans clearly and consultatively
- Identify client needs and offer the most suitable plan
- Prepare commercial proposals and close sales
- Maintain post-sale relationships to foster customer loyalty
- Populate and update the CRM with client and negotiation information
Requirements
- Experience in consultative sales
- Strong negotiation, communication, and customer service skills
- Proficiency in Microsoft Office
- Familiarity with CRM tools
Benefits
- No benefits specified
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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