Job Summary: Responsible for serving customers, presenting solutions, offering products and services, selling and managing customer portfolios, aiming to ensure customer satisfaction and retention while meeting performance targets. Key Highlights: 1. Customer service and relationship management 2. Customer portfolio management and retention 3. Promotion of financial products and services **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Level:** Professional **Employment Type:** Tenured \- CLT labor code Responsible for serving existing and potential customers, identifying their needs, presenting appropriate solutions, and offering products and services from the company's portfolio to meet their expectations; executing sales upon acceptance; routing related processes to responsible departments—including renewals and portfolio management—while ensuring all customer needs are addressed, maintaining customer satisfaction and fostering loyalty to enhance business performance and achieve targets. **Requirements:*** Completed high school education; bachelor's degree in Administration, Economics, Accounting, or related fields is desirable; * CPA 10 certification is desirable; * Proficiency in Microsoft Office suite; * Familiarity with financial institutions and financial cooperatives is desirable; * Knowledge of sales techniques, negotiation, and financial mathematics. **Benefits:** Medical insurance, Dental insurance, Childcare allowance, Internal benefits, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Transportation voucher, Wellhub (Gympass)
João Silva
Indeed · HR
João Silva
Indeed · HR
