Sales Trader – Mesa BMF

The role

You will prospect BM&F clients by phone, email, WhatsApp and other allowed channels. You will qualify leads, explain BM&F concepts simply, and connect clients with the desk's best solutions.

What you will do

• Actively prospect clients with potential to trade BM&F by phone, email, WhatsApp and other allowed channels
• Qualify leads by profile, goals and prior derivatives experience
• Hold simple, direct consultative conversations and explain BM&F concepts in accessible terms
• Keep the CRM organized with good data quality, history and structured follow-up
• Take part in role plays and technical training to improve pitch, objection handling and approach
• Work closely with the sales, desk and specialist teams to turn opportunities into deals
• Follow XP's conduct, risk and compliance rules, with no return promises or encouragement of inappropriate risk

Required qualifications

• Clear, objective communication and high energy with clients
• Hunter profile: comfortable with active prospecting, aggressive targets and high contact volume
• Genuine curiosity about the financial market and willingness to learn BM&F
• Organization and discipline to follow processes, log everything in the CRM and respect call cadences
• Alignment with XP culture: meritocracy, ownership, high performance and ethics
• Availability to work 100% on-site in Granja Julieta

Nice to have

• CPRO-R or PQO certification
• Knowledge of or experience trading mini index, mini dollar or other BM&F contracts (even as an individual investor), and the ability to turn that experience into client benefit
• Participation in financial market courses or certifications beyond the mandatory ones
• Track record of high performance on sales targets or opportunity generation

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

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 reports more than 4.6 million active clients and over R$ 1.1 trillion in assets under custody.