Offshore Life Insurance Consultant & Sales Representative
Listed on 2025-12-02
-
Sales
Insurance Sales -
Insurance
Insurance Sales
BTG Pactual´s team in Europe is growing. Check out the open opportunities and give your career a BTG.
Miami
About the Role:
We are looking for a driven and client-focused Offshore Life Insurance Consultant & Sales Representative to join our growing international team. In this role, you’ll be responsible for identifying and advising clients—both Brazilian and non-Brazilian—residing outside of Brazil, helping them secure their financial future through tailored offshore life insurance solutions.
You’ll combine deep product knowledge with a consultative sales approach to build long-term relationships and deliver high-value insurance strategies aligned with each client’s financial goals.
Key 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
Requirements:
- Bachelor’s degree in Business, Finance, Economics, or a related field
- Valid Life Insurance License
- Proven sales experience, ideally in insurance or financial services
- Solid understanding of offshore life insurance products and international compliance requirements
- Fluent in both Portuguese and English (spoken and written)
- Fluent or Advanced Spanish is a plus
- Strong interpersonal, communication, and consultative selling skills
- Self-motivated, goal-oriented, and able to work independently or within a team
Preferred Qualifications:
- Experience working with international clients or in cross-border financial services
- Familiarity with global estate planning and offshore investment strategies
By submitting this application, I agree to share the information above. Your information will only be used to evaluate the application process and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.
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