Especialista Patrimonial - Seguros at Santander

Evergreen, Colorado, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Seguros, Financeiro, BancárioIndustries

Requirements

Graduação completa (pós-graduação é um diferencial)
Conhecimento em Pacote Office
Experiência em posições de Consultor de Seguros e Consórcio

Responsibilities

Ser referência em Seguros e Consórcios
Garantir a qualidade e satisfação no atendimento ao cliente sobre Seguros e Consórcios
Atuar in loco com os clientes em visitas nas agências Santander ou outros espaços
Contribuir para o aumento dos negócios com excelência e satisfação no atendimento aos clientes
Criar estratégias personalizadas, garantindo proteção para os clientes
Desenvolver relacionamento de longo prazo com os clientes
Estruturar propostas de seguros e consórcios personalizadas e alinhadas aos diferentes perfis de clientes

Skills

Key technologies and capabilities for this role

SegurosConsórciosPacote OfficeAtendimento ao ClienteConsultoria de SegurosVendasRelacionamento com Clientes

Questions & Answers

Common questions about this position

What benefits are offered for this position?

Benefits include Vale Refeição, Vale Alimentação, 13ª cesta alimentação, Auxílio Creche/Babá, Assistência Médica, Assistência Odontológica, and Seguro de Vida: Zurich.

What is the salary for the Especialista Patrimonial role?

This information is not specified in the job description.

Is this position remote or does it require office presence?

The role requires in-person work with clients through visits to Santander agencies or other chosen spaces.

What skills or experience are required for this role?

Requirements include a complete graduation (post-graduation preferred), knowledge of Microsoft Office package, and experience in positions as a Consultor de Seguros e Consórcio.

What is the company culture like at Santander?

Santander promotes a culture of horizontalidade with clusters like Especialista, Líder, Head, and Sócio, valuing diversity in all dimensions and seeking talented professionals to add value to the team.

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters

1902Year Founded

$75MTotal Funding

POST_IPO_DEBTCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health, dental, & vision

401k

Flexible PTO

Parental & sick leave

Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.

'Quishing' attacks pose a growing threat to consumer security.

Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.

The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.

Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.

Santander's renewable energy financing highlights commitment to sustainable investments.

Proactive cybersecurity measures enhance customer trust and protect digital assets.

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