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Sales Consultant - Coimbra I Fidelidade

On-site in Agência de Clientes de Coimbra·Added yesterday (last checked 28 Oct)

Fidelidade

29 open roles

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Our summary

Work mode: On-site, Agência de Clientes de Coimbra

Skills

This job advert was originally written in Portuguese.

Requirements

What we're looking for

Education Higher education, preferably in financial/management areas, or Vocational Technical Training in commercial and insurance areas;
Experience in commercial roles, ideally in Banking or Insurance;
Commercial proactivity and motivation to work towards objectives;
Communication and persuasion skills;
Empathy and ease of interpersonal relationships;
Adaptability and resilience;
Result orientation;
Interest in transmitting knowledge and developing people;

Nice to have

Good knowledge of English;
Good knowledge of MS Office, from a user perspective.

THEN YOU ARE THE ONE WE ARE LOOKING FOR!

The role

Fidelidade - Companhia de Seguros, S.A.

So that life doesn't stop

What you'll do

Welcome, serve, and advise clients, promoting and selling the Company's products and services through proactive engagement with Clients;
Proactively manage a client portfolio and implement the strategy for client acquisition and retention, presenting solutions and seeking the completion of sales;
Enhance cross-selling and up-selling, maximizing the profitability of the portfolio;
Execute commercial cycles, establishing action plans aimed at achieving defined commercial objectives;
Collaborate on the implementation of new projects and revitalize new products, acting as the voice of the client in their reception and integration;
Ensure excellent service and resolution of questions, requests for information, and/or client complaints, and forwarding them to the respective business areas;
Support the reporting/claim of a loss, as well as the verification of its correct completion and forwarding.

IF YOU ARE SOMEONE WHO HAS...

Coimbra

Do you want to be part of one of the best companies to work for in Portugal, according to the Great Place to Work® ranking?

WHAT IS THE MISSION OF FIDELIDADE AGENCIES?

To provide consultancy and proximity to clients, with a proactive commercial focus, from a cross-selling, up-selling, retention, and new client acquisition perspective. Fidelidade Agencies play a strategic role in the organization, providing value as an "incubator" to test new protection solutions (products and services), for the revitalization and commercialization of financial products, and as a school that allows scaling the concept of a value experience for Fidelidade's employees and partners.

WHAT IS THE ROLE OF THE SALES CONSULTANT?

The main mission of the Sales Consultant is to provide excellent service and manage a client portfolio, through a consultative commercial attitude directed towards proactively enhancing their protection, from a cross-selling, up-selling, retention, and new client acquisition perspective. Their role also involves collaborating on the promotion of premium products and the experimentation of innovative products with clients.

We are looking for a Sales Consultant for the Coimbra Client Agency.

WHAT IS THE CHALLENGE?

WHAT CAN YOU EXPECT FROM US?

Collaborate with a team that cares about you and wants you to succeed, with opportunities to grow, innovate, and excel, enhancing a unique sense of belonging. Work in a Group that promotes your well-being, so that you can be and give your best, in a place where you feel good and want to be. A Group committed to Diversity, Equity, and Inclusion, which welcomes and respects differences, because it recognizes that only a diverse and inclusive environment creates the conditions for us to be prepared for a constantly changing world.