Advisor
JobgetherRemotely
crmconsultative_sales
Job Description
📋 Description
- Build and maintain relationships with investor clients
- Provide consultative service and recommend solutions
- Prospect for new clients and expand portfolio
- Manage and nurture existing client base
- Present investment products clearly and consultatively
- Organize daily activities: relationships, prospecting, follow-ups
🎯 Requirements
- Experience in the financial sector, investments or related services
- Consultative sales and client relationship management experience
- Strong interpersonal and communication skills
- Proactive, resilient, organized, self-motivated
- Time management and portfolio ownership abilities
- Customer-focused with relationship-building capability
🎁 Benefits
- Remote work from anywhere in Brazil
- Flexible work model for other commitments
- High autonomy over schedule and activities
- Performance-based earning potential
- Practical exposure to financial and investment markets
- Direct interaction with clients and executives