SDR Banking (Sales Development Representative) | Assessoria de Investimentos

The role

You will make active contact with potential and current clients by phone and WhatsApp to understand their profile and investment goals. You will qualify opportunities and pass them to the advisors.

What you will do

• Make active contact with potential and current clients by phone and official XP WhatsApp
• Run the initial diagnosis of the client's profile and investment portfolio goals
• Build the initial relationship and qualify opportunities for the advisors
• Identify client needs to offer suitable, personalized solutions
• Record and update information in the XP CRM system with complete, organized history
• Meet sales goals and performance indicators set by the area
• Follow market trends and connect clients to the XP ecosystem

Required qualifications

• Sales profile with clear, empathetic and persuasive communication, especially by phone and WhatsApp
• Focus on results and on the client
• Ability to work with goals and indicators
• Proactive, organized, and able to work in a team
• Higher education completed or in progress from the 2nd semester onward
• If still studying, must be enrolled in an evening course
• Live in the city of São Paulo or region

Benefits

• Health plan
• Dental plan
• Wellhub (Gympass)
• Zenklub
• Life insurance
• iFood Benefits (flexible VA and VR)
• 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

• Hiring process: resume screening, logic reasoning test, group dynamic, interview with the Expansion team, interviews with leadership, then offer and admission process

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