Planner de Seguros | XP Inc.

Job Description

XP Inc., a major independent financial institution in Brazil, is seeking an Insurance Planner to join its team. The role involves providing personalized advice to clients, ensuring their protection needs are met effectively. The ideal candidate will have experience in the insurance market and a strong understanding of life insurance products.XP Inc. is committed to delivering expert knowledge on protecting clients' families, finances, and assets. The Insurance Planner will play a crucial role in providing tailored advice to clients, ensuring their protection needs are met effectively.Responsibilities:

• Negotiating life insurance with individual and corporate clients.
• Providing specialized guidance and identifying suitable solutions for wealth succession needs.
• Establishing and maintaining strong relationships with stakeholders.
• Structuring personalized life insurance proposals aligned with clients' financial circumstances and risk appetite.

Requirements:

• Strong organizational skills to manage multiple tasks and projects.
• Solid knowledge of the life insurance sector, including products, trends, and regulations.
• Proven experience in life insurance sales.
• Adaptability to different situations and client needs.

Benefits:

• Health and wellness benefits including health and dental plans, Wellhub (Gympass), and Zenklub.
• Financial benefits such as exclusive investment funds and investment advisory.
• Flexible work model with a focus on in-person interactions.