Assistente Comercial I (SDR) Vida Associação

Conduct active contact with the client portfolio following established routes and scripts. Schedule virtual meetings to ensure commercial agenda organization and manage cancellations by promptly notifying consultants and reprogramming dates. Maintain control of personal indicators related to scheduling, analysis, sales, and follow-up. Register and update insured and associate profiles in current systems to guarantee data integrity. Record and update visit schedules on management platforms and corporate calendars. Act as a technical reference to support training for new employees on operational practices and flows.