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Open nowPosted today

Consultor de Proteção Financeira - M27

LEGACY DESENVOLVIMENTO PESSOAL E REPRESENTACAO DE SEGUROS LTDA

Where
Curitiba, PR, Brasil
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Your applicationOpen nowConsultor de Proteção Financeira - M27LEGACY DESENVOLVIMENTO PESSOAL E REPRESENTACAO DE SEGUROS LTDA · Curitiba, PR, Brasil

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on LEGACY DESENVOLVIMENTO PESSOAL E REPRESENTACAO DE SEGUROS LTDA's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.5% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.3%1 day
  2. 4.6%3 days
  3. 13.5%7 days
  4. 21.8%14 days
  5. 36.6%30 days
  6. 58.9%60 days
This job: posted today

The posting

Descrição

O Consultor de Proteção Financeira atua de forma consultiva junto a empresários, executivos e profissionais liberais, identificando vulnerabilidades financeiras e estruturando estratégias de proteção adequadas aos diferentes momentos de vida do cliente.

Mais do que apresentar produtos, seu papel é compreender o contexto financeiro, avaliar riscos e ajudar o cliente a tomar decisões relacionadas à proteção de renda, patrimônio, família, projetos futuros e sucessão.

Principais responsabilidades

  • Prospectar e desenvolver relacionamentos com potenciais clientes;
  • Conduzir reuniões de diagnóstico e planejamento financeiro;
  • Mapear renda, patrimônio, liquidez, dependências financeiras, compromissos e proteções existentes;
  • Identificar riscos e necessidades de proteção financeira;
  • Desenvolver recomendações individualizadas de acordo com o perfil e os objetivos de cada cliente;
  • Apresentar soluções de proteção e planejamento disponibilizadas pela MetLife;
  • Construir relacionamentos de longo prazo e acompanhar a evolução das necessidades dos clientes;
  • Desenvolver uma carteira própria por meio de relacionamento e recomendações;
  • Participar continuamente de treinamentos técnicos, comerciais e de desenvolvimento profissional;
  • Atuar dentro dos padrões de ética, qualidade, compliance e experiência do cliente estabelecidos pela operação.
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  1. A CV for this posting

    Written against LEGACY DESENVOLVIMENTO PESSOAL E REPRESENTACAO DE SEGUROS LTDA's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on LEGACY DESENVOLVIMENTO PESSOAL E REPRESENTACAO DE SEGUROS LTDA's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    LEGACY DESENVOLVIMENTO PESSOAL E REPRESENTACAO DE SEGUROS LTDA's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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  • Who got the interview, and who heard nothing

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The numbers game

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Straight answers

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We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

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