Analista de Seguro de Vida e Previdência | Necton

Btgpactual

São Paulo (BR - SAO PAULO) permanent

Posted: February 5, 2026

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Quick Summary

Atuar no suporte técnico, operacional e estratégico da área de seguros e previdência, garantindo excelência no atendimento ao cliente, elaboração de propostas, análises comparativas, acompanhamento de implantações e apoio consultivo às estratégias de proteção patrimonial e sucessória.

Required Skills

Life Insurance Pension Scheme Awareness Contract Acceptance Premium Calculation Calculation Profitability Analysis Taxation Commercial Offering Development Product Comparison Fluid Simulations Client Knowledge Excel

Job Description

Sobre a área:

Esperamos de você:

• Conhecimento em seguro de vida, previdência privada (PGBL/VGBL) e proteção financeira

• Leitura e interpretação de condições gerais e cláusulas contratuais

• Cálculo de:

• prêmios

• comissões

• rentabilidade

• tributação (IR regressivo/progressivo, ITCMD, sucessão)

• Elaboração de:

• propostas comerciais

• comparativos de produtos

• simulações financeiras

• relatórios para clientes

• Excel intermediário/avançado (procv/xlookup, tabelas dinâmicas, simulações)

• Organização de processos e controle de apólices/endossos

Diferenciais:

• Certificação SUSEP/ANS ou CPA-20

• Experiência com planejamento sucessório

• Vivência em assessoria financeira ou corretora

• PowerPoint/Canva para materiais comerciais

• CRM comercial

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