X

XP

Democratiza investimentos com agentes autônomos

Analista de Suporte - Serviços Financeiros

Field SalesConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • A fully commercial, hunter-oriented profile; prospecting is central to the day-to-day work.
  • Communication and relationship-building skills to identify needs and generate business.
  • Basic knowledge of macroeconomics and current affairs.
  • Currently pursuing a university degree from the sixth semester onward, or already graduated.
  • If currently studying, enrollment in an evening course is required.
  • Must live in São Paulo city or region because the role is described as 100% in-person.
  • The position is exclusive to people with disabilities.

Responsibilities

  • Actively source clients through calls, messages, and the customer relationship management database.
  • Serve as a bridge between clients and planners, generating business for the bank.
  • Map client needs and adapt the approach to the circumstances of each region.

Desired Qualifications

  • Knowledge of banking products, including consortium products, credit, insurance, cards, and accounts.
  • Experience with prospecting.
  • Certifications such as CPA-20 or CEA.

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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