Consortium Sales Consultant

🕒 April 1

🏢🏡 São Paulo – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 76%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Alta Vista Investimentos

WebsiteLinkedInAll Job Openings

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-based financial products, presenting the best options based on each client’s profile and needs • Prospect for new clients through calls, visits, events, and social media • Serve and follow up with prospective clients, providing support throughout the sales process • Prepare and present commercial proposals, answer questions, and explain the benefits of the products in detail • Keep sales records and client information up to date in the company’s system • Manage post-sales follow-up, ensuring client satisfaction and retention

🎯 Requirements

• Previous sales experience, preferably in the financial services or consortium sector • Strong communication and persuasion skills • Proactive approach and results-oriented mindset • Ability to work as part of a team and manage time effectively

🏖️ Benefits

• Fixed salary plus attractive commissions • Collaborative and motivating work environment • Opportunities for career growth within the company