X

XP

Democratiza investimentos com agentes autônomos

SDR Banking - Sales Development Representative, Investment Advisory

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • A commercial profile and clear, empathetic, persuasive communication skills, especially for customer service by telephone and WhatsApp.
  • Results orientation and a customer focus.
  • Ability to work with targets and performance indicators.
  • Proactivity, organization, and ability to work in a team.
  • A higher-education degree in progress from at least the second semester, or completed.
  • If currently enrolled in college, attendance in a night course is required.
  • Must live in São Paulo city or region because the position is 100% in person.

Responsibilities

  • Make outbound contact with prospective and current clients by telephone and XP's official WhatsApp to conduct an initial assessment of their profile and investment portfolio objectives.
  • Build initial relationships and qualify opportunities for investment advisors.
  • Identify client profiles and needs to offer appropriate, personalized solutions.
  • Record and update information in XP's CRM system, keeping complete and organized customer-service histories.
  • Meet sales targets and performance indicators set by the area.
  • Monitor market trends, stay informed, and connect clients to the XP ecosystem.

About the Company

XP

Democratiza investimentos com agentes autônomos

XP helps people access and improve their financial lives by offering investment services that challenge the dominance of big banks. Since 2001, starting as a small group of autonomous investment agents in Porto Alegre, the company has grown through a culture of Big Dream, Open Mind, and Entrepreneurial Spirit, giving its team autonomy to reshape the financial market. The product suite focuses on empowering individuals with investment options and guidance that aim to broaden access beyond the 95% market share held by large banks in Brazil. XP’s goal is to expand financial opportunity for many people by creating a different kind of financial system that serves more customers rather than a few dominant institutions.

Company size
5,001-10,000
Company stage
IPO
Headquarters
São Paulo, Brazil
Founded
2001

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