Life Planner
Efetivo
Revert
Life Planner | Revert
Buscamos um Life Planner para atender os clientes finais dos parceiros B2B da Revert.
Esse profissional será responsável por entender o momento de vida, os objetivos financeiros e as necessidades de proteção de cada cliente, oferecendo soluções personalizadas de seguros, preferencialmente resgatáveis, quando adequadas ao seu perfil.
Responsabilidades
Realizar reuniões de diagnóstico com os clientes; Identificar necessidades de proteção familiar, renda e patrimônio; Apresentar e comercializar seguros de forma consultiva; Conduzir o processo do diagnóstico ao fechamento; Trabalhar em parceria com os consultores B2B da Revert; Acompanhar oportunidades e manter o CRM atualizado.Requisitos
Experiência comercial com seguros, investimentos ou planejamento financeiro; Conhecimento sobre seguros de vida e resgatáveis; Comunicação clara, escuta ativa e capacidade de negociação; Perfil consultivo, organizado e orientado a resultados. Possuir a certificação CFP;Será um diferencial ter experiência com clientes de alta renda, planejamento sucessório e atendimento de profissionais que possuem o relacionamento com o cliente final.
Vaga publicada há 18 dias atrás
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