COMPANY
A financial institution specializing in mortgage lending, with over 60 years of experience in the industry, offering its customers a comprehensive solution for their home-buying financing needs.
CANDIDATE
The successful candidate will be responsible for:
- Managing Clients and Sales Planning:
- Processing lead lists and contacting clients;
- Presenting the range of products designated by the company for sale;
- Identifying and presenting solutions tailored to the client’s profile in a clear and transparent manner;
- Ensuring effective communication with the client, including providing information to support decision-making;
- Providing ongoing support to clients, clarifying doubts and answering questions;
- Updating the database with relevant information for closing sales and managing contacts.
- Administrative and Document Management:
- Communicating with the client regarding the status of processes;
- Handling emails and communications related to business activities;
- Scanning and filing proposals, policies, and other documentation;
- Monitoring the issuance of policies with insurance companies;
- Resolving issues related to documentation.
PROFILE
- Minimum education: 12th-grade level; a college degree is preferred;
- Introductory Insurance Course #8211; Insurance Agent, Insurance Broker, or Reinsurance Mediator, Non-Life and Life Insurance (preferred);
- Knowledge of English (minimum B2 level);
- Proficiency with computer software (Office).
Opportunity to join a company listed on the Great Place to Work list!
Selected candidates will be contacted within 10 business days.
EGOR Talent Acquisition: Success Through People