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Advisor Services | Academy Trainer - Remote

Posted 7 weeks ago

Overview

This opportunity is to be part of the Advisor Services | Academy, which aims to train and enhance the performance of advisors in the network by disseminating best practices in prospecting and relationship management. This is a team passionate about financial planning, commercial techniques, and sharing knowledge. You will thrive if you enjoy training, speaking publicly with energy, implementing productivity projects, and engaging with various stakeholders clearly and objectively.

In Short

  • Conduct commercial and product training for advisors across Brazil.
  • Plan and develop training programs.
  • Coordinate schedules with stakeholders and strategic partners for performance project implementation.
  • Implement tactical and structural projects to enhance productivity in B2B and B2C channels.

Requirements

  • Experience in investment advisory.
  • Strong communication and public speaking skills.
  • Proficiency in Microsoft Office tools.

Benefits

  • Health and wellness: health plan, dental plan, Gympass, Zenklub, meal and food vouchers, life insurance.
  • Parental leave: childcare assistance for parents, 6-month maternity leave, 20-day paternity leave.
  • Exclusive to XP Inc.: investment advisory and access to exclusive investment funds.
  • Culture: you will have the environment and tools needed to take ownership of your journey and possibly a piece of the company.

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