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XP

Democratiza investimentos com agentes autônomos

Insurance Sales Planner

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Currently pursuing a bachelor's degree from the fourth semester onward in a quantitative field, Business Administration, Economics, Accounting, or Engineering; students must be enrolled in an evening program.
  • Available to work in person in São Paulo during full business hours.
  • Basic knowledge of Microsoft Office.
  • Commercial profile focused on results.
  • Prior customer service and/or sales experience, including retail, call center, or internships, is a differentiator rather than a requirement.
  • Good communication, active listening, and influencing skills.
  • Ability to learn quickly and apply new knowledge.
  • Discipline, organization, and accountability for own deliverables.
  • Interest in challenges and working toward targets.
  • Resilience in handling objections and continuous learning.
  • Ability to receive feedback maturely and seek continuous improvement.
  • Interest in building a career at a fast-growing company.

Responsibilities

  • Offer insurance consultatively by identifying customer needs and building recommendations suited to each customer's profile.
  • Conduct commercial outreach by phone and digital channels, guiding opportunities through the entire sales funnel.
  • Explain product differentiators, coverage, and benefits clearly and objectively.
  • Handle objections through consultative communication and technical product knowledge.
  • Track commercial targets and productivity, conversion, and quality indicators.
  • Record interactions, negotiations, and opportunity progress in the CRM and sales pipeline.
  • Continuously improve sales techniques, product knowledge, and customer experience.

Desired Qualifications

  • Prior customer service and/or sales experience, including retail, call center, or internships.

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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