Advisor Services

2 semanas atrás


São Paulo, São Paulo, Brasil XP Inc. Tempo inteiro

>> Sobre a vaga

Essa oportunidade é para fazer parte do Advisor Services | Academy, que tem a missão de formar e aumentar a performance dos assessores da rede, difundindo as melhores práticas de prospecção e relacionamento. Esse é um time apaixonado por planejamento financeiro, técnicas comerciais e por compartilhar conhecimento. Você pode se dar muito bem se gostar de dar treinamentos, falar em público com muita energia, implementar projetos de produtividade e se relacionar com diversos stakeholders de forma clara e objetiva.

>> Principais responsabilidades:

  • Realizar os treinamentos comerciais e de produtos para os Assessores de todo o Brasil;
  • Planejar e desenvolver programas de formação;
  • Coordenar agenda com stakeholders e parceiros estratégicos para implementação de projetos de performance;
  • Implementar projetos táticos e estruturantes para potencialização da produtividade dos canais B2B e B2C da XP.

>> Para esta vaga, é essencial:

  • Experiência com assessoria de investimentos;
  • Capacidade de comunicação e oratória;
  • Domínio das ferramentas Microsoft Office.

>> Você pode ter destaque se:

  • Tier certificação CEA e/ou CFP;
  • Ter experiência com gestão / implementação de projetos;
  • Conhecer metodologias comerciais

>> Modelo de atuação:

  • Híbrido em São Paulo.


>>Benefíciosparavocê:

  • Saúdeebemestar:planodesaúde,planoodontológico,Gympass,Zenklub, VA, VR,segurodevida.
  • MaternidadeePaternidade:auxíliocrecheparapaisemães,licençamaternidadede 6meses,licençapaternidadede 20dias.
  • SónaXP Inc.:assessoriadeinvestimentoeacessoafundosdeinvestimentosexclusivos.
  • Sociedade:aquivocêteráacultura,ambientee ferramentas queprecisaparatercondiçõesde serdonodasuaprópriajornada equemsabeatéde umpedaçodaempresa.

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