Job Summary: We are seeking a professional to generate opportunities for the sales team by qualifying leads and scheduling meetings with investment advisors. Key Highlights: 1. Responsibilities involving prospecting and qualifying clients 2. Focus on goals, challenges, and teamwork 3. Opportunity at a company with extensive experience in the investment market **Monteverde is an independent investment agent company accredited by XP Investimentos, one of Brazil's largest financial institutions, with over 15 years of experience operating and innovating in the market.** **Objective:** Generate opportunities for the sales team by identifying potential customers through interviews. **Responsibilities:** * Conduct outreach via email, phone, social media, and other channels; * Qualify leads (determining whether a lead is a potential customer for the company based on analysis of their needs); * Schedule meetings for Investment Advisors; * Use and maintain the CRM updated with interactions and funnel stages. **Benefits:** * Fixed CLT salary + quarterly bonus * Transportation allowance * Meal allowance of BRL 32.00 per day * Unimed health insurance plan * Dental insurance plan **Requirements:** * Driven by goals and challenges; * Strong verbal and written communication skills; * Enjoy working in a team, with respect and transparency; * Commitment to excellence, with high capacity for learning; * Grit to work under pressure, with resilience and proactivity. * Familiarity with tools such as CRM, LinkedIn, and email marketing is a plus; * Prior experience in sales or as an SDR will be considered a plus; * ANBIMA or FEBRABAN certification will be a plus.
João Silva
Indeed · HR
João Silva
Indeed · HR
