10h ago
Sales Planner de Seguros Pleno
Ribeirão Preto, SP
full-timemidfinancial services
💼 About This Role
You'll diagnose client needs using digital triggers and present personalized protection solutions. You'll integrate data, technology, and consultancy to scale insurance distribution in a dynamic environment. This role combines commercial skills with innovative tools to drive client portfolio growth.
🎯 What You'll Do
- Diagnose client moments via digital triggers and offer personalized protection solutions
- Integrate data, technology, and consultancy to scale insurance distribution
- Contribute to expanding the digital insurance product client portfolio
- Develop commercial and consultative skills in a high-performance environment
📋 Requirements
- Consolidated experience with Life Insurance and Succession Planning products
- Prior experience in commercial area with consultative sales
- Experience selling to High-Income clients
- Knowledge of financial products
✨ Nice to Have
- Familiarity with data analysis tools and indicators
- Certification in financial market like CPA or C-Pro
🎁 Benefits & Perks
- 🏥 Health Insurance
- 🦷 Dental Plan
- 🏋️ Wellhub (Gympass)
- 🍽️ iFood Benefits (flexible VA/VR)
- 👶 Extended Parental Leave (6 months maternity, 20 days paternity)
📨 Hiring Process
Steps: resume screening, cultural alignment test, recruiter interview, leadership interview, coordination interview, then offer.
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