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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