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About the role
Key responsibilities & impact- Drive business generation with investment advisors by tracking opportunities, preparing financial simulations, and developing joint commercial strategies to increase sales conversion and recurring revenue
- Represent the company at events, forums, training sessions, and relationship-building initiatives with partner offices
- Prepare financial simulations and comparisons between consortium plans, financing, and other investment products
- Ensure compliance with commercial policies, internal regulations, and operational procedures
- Advise investment advisors on formalization requirements, bids, award procedures, and Intervening Payer processes
- Prospect new partner offices through market mapping and targeted commercial activities
- Classify offices, identify their potential, set priorities, and allocate time investments accordingly
- Ensure adherence to commercial policies, sales quality, proper formalization, and regulatory compliance
- Map, segment, and develop investment offices within the portfolio
- Monitor financial market trends, competitor movements, and positioning opportunities for consortium products
- Act as a liaison between partners and the internal operations, credit, and legal teams
- Train advisors in commercial and technical sales arguments
Requirements
What you’ll need- Bachelor’s degree completed
- Strong communication skills
- Proactive approach
- Initiative
- Teamwork
- Commercial management
- Confident public speaking skills
- New partner prospecting
- Intermediate Microsoft Office skills
- Advanced proficiency in Excel
- Negotiation techniques
- Own vehicle
- Availability to travel
- Commercial experience with field sales in the consortium market is a plus
Benefits
Comp & perks- Meal or food allowance
- Transportation allowance
- Medical insurance
- Dental insurance
- Pharmacy allowance
- Special discounts on products offered by Rodobens and accredited partners
- Courses and training in various competencies through Universidade Rodobens
- Group life insurance
- Psychotherapy sessions
- Profit-sharing program (PPR)
- Financial Wellness Program – Super Rico
- Wellhub
- Birthday Day Off
- Rodobens Benefits Club: Special discounts on products and services
- Opportunities to participate in various volunteer initiatives
- Hybrid work model
- Monday to Friday, 8:00 a.m. to 6:00 p.m., with a one-hour lunch break