Xpinc
Sales Planner de Seguros I São Paulo
São Paulo, SP. Posted 13 months ago
The role
You will sell insurance to Brazilian families through a consultative approach. You will call clients by phone and digital channels, identify their needs, and guide them through the sales funnel.
What you will do
- Offer insurance consultatively, identifying client needs and building recommendations that fit each client's profile
- Make sales calls by phone and digital channels, moving opportunities through the sales funnel
- Explain product differentiators, coverage and benefits clearly and objectively
- Handle objections with consultative communication and technical knowledge
- Track sales goals and indicators of productivity, conversion and quality
- Record interactions, negotiations and opportunity progress in the CRM and sales pipeline
- Keep improving sales techniques, product knowledge and customer experience
Required qualifications
- Enrolled in a bachelor's degree from the 4th semester onward, in Exact Sciences, Business Administration, Economics, Accounting or Engineering
- If still in college, must attend an evening course
- Available to work on-site in São Paulo during full business hours
- Basic knowledge of the Microsoft Office suite
- Sales profile focused on results
- Good communication, active listening and ability to influence
- Quick learner who applies new knowledge
- Disciplined, organized and responsible for own deliverables
- Enjoys challenges and works well with goals
- Resilience to handle objections and constant learning cycles
- Mature handling of feedback and continuous improvement
Nice to have
- Prior experience with customer service and/or sales, including retail, call center or internships
Benefits
- Health plan
- Dental plan
- Wellhub (Gympass)
- Zenklub
- Life insurance
- iFood Benefits (flexible meal and food allowance)
- Transportation voucher
- New Value benefits club
- Parental leave: 6 months maternity and 20 days paternity
- Childcare allowance
- Exclusive investment funds
- Investment advisory
Before you apply
- Students must be in a bachelor's program from the 4th semester on, and if still studying, in an evening course
- On-site work in São Paulo is required
- Hiring is under CLT
About the company
XP Inc. is one of Brazil's largest independent financial institutions, owner of the XP, Rico, Clear, XP Educação and InfoMoney brands. It serves over 4.6 million active clients and has more than R$ 1.1 trillion in assets under custody.