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BTG Pactual · 1 day ago

Offshore Life Insurance Consultant & Sales Representative

United States

Full-time

Remote

Mid Level

BTG Pactual is seeking a driven and client-focused Offshore Life Insurance Consultant & Sales Representative to join their growing international team. The role involves identifying and advising clients on tailored offshore life insurance solutions to help secure their financial future, while building long-term relationships and delivering high-value insurance strategies.

Asset ManagementBankingFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Identify and develop relationships with Brazilian and international clients interested in offshore life insurance solutions

Conduct needs-based consultations to understand clients' financial, tax, and estate planning objectives

Recommend customized offshore life insurance products, clearly articulating their features, benefits, and long-term value

Create and present tailored proposals and guide clients through the application and onboarding process

Stay informed on international insurance regulations, tax considerations, and market trends

Provide exceptional after-sales service, including policy renewals, updates, and client support

Build and nurture lasting client and partner relationships to support long-term business growth

Qualification

Life Insurance LicenseOffshore Life Insurance KnowledgeSales ExperienceFluent in PortugueseFluent in EnglishConsultative Selling SkillsAdvanced SpanishInterpersonal SkillsSelf-MotivatedGoal-OrientedTeamwork