Financial Services Sales Consultant

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November 24

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EMS

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Pharmaceuticals • Healthcare Insurance • Wellness

EMS is the largest pharmaceutical laboratory in Brazil, recognized for its commitment to providing effective and affordable health solutions. With over 55 years in the industry, EMS operates in more than 40 countries and offers a diverse portfolio of products, including innovative treatments for chronic conditions such as obesity and diabetes. The company also emphasizes social responsibility and quality, investing in research and development to ensure high standards in the medications it produces.

1001 - 5000 employees

Founded 1964

💊 Pharmaceuticals

⚕️ Healthcare Insurance

🧘 Wellness

📋 Description

• Engage with inbound and outbound leads to introduce financial service offerings and generate interest. • Conduct client consultations to understand financial needs, eligibility, and service fit. • Present solutions clearly and persuasively, ensuring transparency in costs, terms, and processes. • Build trust and rapport with potential clients through consultative communication and professionalism. • Guide clients through the agreement process to ensure a seamless and compliant close. • Maintain consistent follow-up to maximize conversions and strengthen long-term client relationships. • Collaborate with internal teams to ensure timely and accurate onboarding of new clients. • Track all activities, leads, and client interactions accurately in CRM systems. • Stay current on relevant financial regulations, service offerings, and market trends. • Provide feedback to leadership on client concerns, objections, and areas for process improvement.

🎯 Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred. • 2+ years of experience in financial services sales, business development, or teleconsulting. • Proven track record of exceeding sales targets in a performance-based role. • Strong communication and negotiation skills with a client-centric mindset. • Excellent attention to detail, time management, and follow-up discipline. • High integrity, professionalism, and ability to explain complex information in simple terms. • Proficiency in Microsoft Office Suite, CRM platforms (GHL), and online communication tools. • Self-motivated, goal-oriented, and capable of working with minimal supervision. • Experience working with U.S.-based clients is a plus.

🏖️ Benefits

• Ineligible