Alta Vista Investimentos
201 - 500 employees
Founded 2006
💼 Consulting
🏥 Healthcare
💸 Finance
Consulting • Healthcare • Finance
Alta Vista Investimentos is an independent Brazilian investment advisory firm (Assessor de Investimentos) registered with the CVM that offers personalized financial planning and investment advisory services through a large team of CFP® professionals. The firm works in partnership with XP Investimentos to distribute financial products and serves retail clients across 12 branches in Brazil, advising on asset allocation across equities, fixed income, funds, real estate funds and structured products while emphasizing credibility, transparency and long-term preservation of client wealth.
Consortium Sales Consultant
Job not on LinkedIn
🕒 April 1
🗣️🇧🇷🇵🇹 Portuguese Required
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Alta Vista Investimentos
201 - 500 employees
Founded 2006
💼 Consulting
🏥 Healthcare
💸 Finance
Consulting • Healthcare • Finance
Alta Vista Investimentos is an independent Brazilian investment advisory firm (Assessor de Investimentos) registered with the CVM that offers personalized financial planning and investment advisory services through a large team of CFP® professionals. The firm works in partnership with XP Investimentos to distribute financial products and serves retail clients across 12 branches in Brazil, advising on asset allocation across equities, fixed income, funds, real estate funds and structured products while emphasizing credibility, transparency and long-term preservation of client wealth.
📋 Description
• Sell consortium plans, presenting the best options based on the client's profile and needs. • Prospect new clients through calls, visits, events, and social media. • Provide service and follow-up to potential clients, offering support throughout the entire sales process. • Prepare and present commercial proposals, answer questions, and detail product benefits. • Keep sales records and client information updated in our system. • Conduct post-sale follow-up to ensure customer satisfaction and encourage client retention.
🎯 Requirements
• Previous experience in sales, preferably in the financial or consortium sector. • Strong communication and persuasion skills. • Proactive and results-oriented. • Ability to work in a team and good time-management skills.
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