Financial Consultant

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Oversee and nurture relationships while delivering exceptional service to investor clients

• Provide customized financial solutions aligned with each client's unique profile and goals

• Identify and manage a portfolio of clients

• Perform financial evaluations and pinpoint opportunities that match each client's profile

⛳️ Requirements

• Proven experience as a Financial Consultant, consórcio sales representative, insurance broker, and/or real estate broker

• A professional who prioritizes networking and adopts a consultative approach

• Background in sales and customer service

• Must be proactive, resilient, and well-organized

• Preferred: an existing client portfolio

🏝️ Benefits

• Chance to work actively as a Financial Consultant within the financial sector

• Outstanding networking possibilities

• Flexible working hours