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Business Consultant I – Exclusive for People with Disabilities
Brasilprev. Execute pension plan retention activities to prevent reserves from being transferred to competitors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer retention strategies within the financial sector, leveraging strong analytical skills and emotional intelligence to enhance client loyalty and satisfaction. Proficient in utilizing Salesforce for tracking service interactions and negotiations while adhering to industry regulations.
Highest-signal resume keywords
Customer Retention StrategiesSalesforce ProficiencyANBIMA Professional CertificationFinancial Market ExperienceEmotional Intelligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer RetentionNegotiationAnalytical SkillsOrganizational SkillsLogical Reasoning
Soft Skills
EmpathyCommunicationResilienceAutonomyKnowledge Sharing
Certifications & Qualifications
ANBIMA Professional Certification CPA-10/20FBB100PLD/FT CertificationLGPD Certification
Industry Keywords
Private PensionInsurance SectorFinancial InstitutionCustomer ServiceSales Operations
About the role
Key responsibilities & impact- Execute pension plan retention activities to prevent reserves from being transferred to competitors
- Provide high-level consulting focused on customer retention and loyalty
- Conduct negotiations aligned with the interests of both the customer and Brasilprev
- Responsively assist customers requesting withdrawals and advise them on making their fund movements more strategic
- Categorize and respond to customer inquiries by phone and email
- Record service information and negotiation progress in Salesforce
- Share successful retention strategies with the team
- Meet current objectives with prioritization, empathy, emotional intelligence, and analytical skills
Requirements
What you’ll need- A completed degree in Business Administration, Economics, Marketing, or a related field is preferred
- ANBIMA Professional Certification CPA-10/20, FBB100, and PLD/FT + LGPD certifications are preferred
- Experience in the financial market in consulting, brokerage, and analytical roles; high-complexity customer service centers; sales operations; insurance retention; or supplementary pension plans
- Logical reasoning, emotional intelligence, excellent communication, and organizational skills
- Ability to work under pressure and conduct daily follow-ups
- Ability to share and disseminate knowledge
- Strong sense of prioritization, empathy, autonomy, and resilience
- Knowledge of the private pension, insurance, and/or financial institution sectors—including legislation, operations, and products—is preferred
- Position exclusively for people with disabilities
Benefits
Comp & perks- Food allowance
- Meal allowance
- Life insurance – Brasilseg
- Health insurance – Bradesco
- Dental insurance (optional) – BBDental
- Brasilprev pension plan (optional)
- Extended maternity and paternity leave
- Daycare, nanny, and parking allowance
- Profit-Sharing Program (PPR)
- Transportation allowance / Company shuttle allowance
- Birthday month day off
- Gympass and Espaço Saúde, with health and employee well-being programs
- Wellz – Mental health and emotional well-being platform
- Flexible working hours and time bank
- AABB partnership – Banco do Brasil Athletic Association
- LinkedIn Learning
- Home-office allowance
- Hybrid work (up to two days of remote work per week)