Senior Consortium Sales Consultant

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🕒 May 12

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CNP Seguradora

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

👥 B2C

Finance • B2C

<CNP Seguradora> CNP Seguradora is a Brazilian insurance and financial services group that offers a portfolio of products including life, funeral, home and business insurance, consórcio (installment/pooling financial plans), capitalização and dental plans. Part of the global French group CNP Assurances, it operates through partnerships (e. g. , Correios), emphasizes customer service, sustainability and inclusion, and serves retail customers across multiple channels in Brazil.

📋 Description

• Act in the development and expansion of the distribution of consortium plans with partner investment offices. • Train partner offices to operate with specialization in selling consortia, delivering in-person and remote training on products, processes, tools and regulation. • Develop training materials and executive PowerPoint presentations to support commercial activities and knowledge dissemination. • Foster business opportunities, increasing production, reach and channel productivity with a focus on sustainable growth. • Develop commercial strategies, campaigns and engagement initiatives to increase distribution and market share. • Support partners in structuring operations and participate in client meetings to provide technical and commercial support for deal closures. • Monitor quantitative and qualitative portfolio indicators, identifying opportunities to improve and expand the active base. • Work analytically on market analysis, trends and competition, contributing to the definition of commercial strategies. • Strengthen relationships with partner offices, ensuring proximity, continuous support and high-quality consultative service. • Plan and execute in-person and remote business agendas, ensuring effective service and account development. • Participate in events, fairs and strategic initiatives alongside XP and commercial partners, representing the company and strengthening the business positioning.

🎯 Requirements

• Solid experience in the consortia segment. • Consistent experience in commercial, consultative B2B roles focused on partner development and management. • Proven track record in portfolio management and channel expansion. • Bachelor's degree. • Availability for frequent travel and field work. • Proficiency in Excel and PowerPoint for analysis, presentations and commercial support. • Knowledge of financial mathematics and deal structuring. • Prior relationships with investment offices and financial advisory firms (preferred). • Experience in the financial market, investments or distribution of financial products (preferred). • Experience with white-label partnership models or B2B2C operations (preferred). • Experience in commercial management with an execution-oriented approach, even in environments without a structured CRM (preferred). • Knowledge of commercial planning and pipeline management (preferred). • PCA-10 certification will be considered a differential (preferred).

🏖️ Benefits

• Health insurance at no cost to you and your dependents • Dental insurance • Meal voucher and food allowance • Vidalink • Travel insurance • Life insurance • Work-from-home allowance • Childcare subsidy (daycare / nanny) • Extended maternity and paternity leave • Private pension plan • Profit-sharing program