Offshore Life Insurance Consultant & Sales Representative Position Available In Miami-Dade, Florida

Offshore Life Insurance Consultant & Sales Representative BTGPactual International
Location
Miami
Posted date
11 hours ago
Minimum level
N/A
Employment type
Full-time
Job category
Sales / Business Development / Account Management
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 By submitting this application, I agree to share the information above. Your information will only be used to evaluate the applicationprocess and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.