Account Associate handling administrative tasks for commercial insurance operations at IOA. Ensuring service excellence and maintaining productivity standards in a remote work environment.
About the role
- Sales Executive focusing on business development in a fintech setting, building long-term client relationships and managing sales cycles. Collaborating with internal departments to ensure compliance and risk management.
Responsibilities
- Identify, prospect, and develop business opportunities, especially in the supplier credit market and financial solutions within your region.
- Perform consultative sales by understanding clients' needs and proposing solutions aligned with their challenges and the strategic objectives of Voltz and Grupo Energisa.
- Build and maintain close, long-term relationships with current and prospective clients through on-site visits, remote meetings, and ongoing follow-up.
- Assess the viability of granting credit by conducting preliminary analyses of financial documents, risk indicators, and adherence to internal policies.
- Prepare commercial proposals, negotiate terms, perform follow-ups, and manage the full sales cycle from prospecting to closing and contract signing.
- Manage a portfolio of corporate clients (B2B), monitoring their needs, identifying expansion opportunities, and pursuing upsell and cross-sell initiatives; implement effective prospecting strategies to meet targets and budgeted results.
- Act as a strategic point of contact for resolving requests and issues, ensuring speed and quality throughout the customer journey.
- Work closely with Risk Analysis, Operations, Product, Legal, and Compliance teams to ensure proposals and operations comply with internal policies and applicable regulations.
- Monitor portfolio and commercial pipeline performance indicators, proposing corrective actions, process improvements, and strategies to increase conversion and customer satisfaction.
- Lead mid- and high-value negotiations, as well as strategic presentations for key accounts, executives, and stakeholders.
- Generate market insights, customer behavior analysis, and competitive intelligence, sharing findings with internal teams to improve products, processes, and commercial offerings.
- Proactively contribute to the continuous improvement of commercial processes by providing feedback and suggestions based on market experience and client interactions.
Requirements
- Experience in account management or consultative sales for corporate clients (B2B).
- Knowledge of the financial market, especially related to corporate credit, financial products, and risk analysis.
- Skill in developing client portfolio prospecting strategies and planning to achieve targets.
- Availability for travel and frequent field visits.
Benefits
- Health and dental insurance
- Meal and/or food allowance
- Wellhub (formerly Gympass)
- Profit-sharing (PLR) linked to targets and results
- Life insurance
- Nav (online medical and psychological consultations at no cost)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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