Offshore Life Insurance Consultant & Sales Representative

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
  
  

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