SDR - Sales Development Representative (Mid-Level)

Description

Job Summary: We are looking for a commercial and client relationship professional to perform active prospecting, lead qualification, portfolio management, and personalized investment advisory. Key Highlights: 1. Consultative and strategic approach in recommending financial products. 2. Focus on business generation and customer retention. 3. Build trust-based relationships and conduct strategic follow-ups. **Location**: On-site – São Paulo – Vila Olímpia **About the Company** We are **the largest trading community in Latin America**, and now, we are also **the brokerage that will change your perception of the financial market**. Our mission is to break away from tradition by offering **cutting-edge technology**, **differentiated experiences**, and close, human, and intelligent service. We believe investing should be simple, accessible, and exciting—which is why we built a platform that combines innovation, performance, and a vibrant community of investors. **What Are We Looking For?** We seek a consultative, analytical, and results-oriented professional to work in the commercial and client relationship area. This professional will be responsible for active prospecting, lead qualification, portfolio management, and personalized investment advisory—directly contributing to the growth of our client base and achievement of commercial targets. **Area Mission** Generate commercial opportunities through active and consultative client prospecting, using inbound and outbound strategies. The team is responsible for identifying suitable profiles, making initial contact, and understanding potential clients’ financial needs. **Primary Responsibility of the Role** A professional responsible for prospecting and servicing clients, adopting a consultative and strategic approach in recommending financial products. With a focus on business generation and retention, this role involves mapping opportunities, leading commercial meetings, and ensuring excellence in investor relationships. **Responsibilities** * Work within the advisory team via phone, email, WhatsApp, and in-person, focusing on managing your client portfolio and presenting financial solutions aligned with each client’s profile. * Conduct diagnostics and identify clients’ financial needs. * Onboard new clients, introduce the brokerage, and address any questions they may have. * Build trust-based relationships and maintain strategic follow-ups. * Support the brokerage’s growth through business generation and service excellence. **Desirable Qualifications:** * Experience at brokerages and/or autonomous investment agent offices. * Empathy and ability to build trust-based relationships with clients. * Proficiency in market analysis and financial indicators. * Consultative mindset, focused on solutions and value creation. * Excellent communication skills, proactivity, and ability to work collaboratively. * Strategic vision and results orientation. * Microsoft Office: Intermediate level. * English: Basic level. **Mandatory Requirements** * Academic background in fields such as Business Administration, Economics, Accounting, Financial Management, Engineering, or related disciplines. * CPA-20 certification (mandatory). * Strong commercial profile, with emphasis on active prospecting. * SPIN Selling proficiency: identify Situation, Problem, Implication, and Need for solution. * Strong communication skills, negotiation ability, and resilience. * Prior experience as an SDR (Sales Development Representative). * Experience at brokerages and/or autonomous investment agent offices. **Our Benefits Package:** * ️ **Meal and food allowance via Flash card** * **Transportation allowance** * **Health and dental insurance** * ️ **Life insurance** ️* ️ **GymPass and TotalPass** * **Birthday voucher** * ️ **New Value discount club** * **Childcare assistance** * **Discounts on courses and certifications** * + **Snacks in the office**. **Join Our Traders Team** Email: vagas@tc.com.br with subject line "SDR \- **Sales Development Representative** “First and Last Name” (if the position has been closed).