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JOB TITLE: SALES AGENT (SA)   
  DEPARTMENT: SALES   
  AREA: OPERATIONS  

DESCRIPTION:  

The Sales Agent constitutes the operational base of the commercial structure and is the direct point of contact with potential customers. Their main function is to execute the sales activities for products, policies, and supplementary products offered by the company, following the guidelines, scripts, and processes established by the organization.  

They are responsible for the correct execution of the entire commercial process, from receiving calls to the effective closing and complete documentation of each sale. A distinctive characteristic of their role is the meticulous handling of customer information and documentation, creating and maintaining digital folders structured according to corporate standards, which helps avoid reprocessing and ensures that each commercialization meets all necessary requirements.  

The SA must maintain constant learning and absorption of the qualities and best practices demonstrated by their superiors (FTA, SLA, and Satellite), showing the ability to implement feedback and continuously improve their performance. This attitude of continuous growth and learning is fundamental for their professional development within the organization, being the first step to advance toward positions such as Field Training Agent (FTA).  

Their daily tasks include call management, closing and following up on sales, customer service, obtaining new customers through the referral system, and collecting information to register users in the health market. For each customer, they must maintain detailed records with all necessary documentation, organized according to established protocols, thus facilitating the review and quality control processes by their supervisors.  

ORGANIZATIONAL LEVEL  

OPERATIONAL  

SPECIFIC CHARACTERISTICS  

BASIC COMPONENTS:  

• Customer service skills  
• Assertive communication skills  
• Sales closing skills (ability to identify potential customers, qualify leads, and close sales)  
• Positive attitude  
• Teamwork skills  
• Organizational skills  

EDUCATION:  

• Associate degree  
• Incomplete university studies  

TECHNICAL KNOWLEDGE:  

• Proficiency in office tools  

REQUIRED EXPERIENCE:  

• Minimum of 6 months of sales experience  
• Successful completion of the Runner period (2 weeks to 1 month)  

ORGANIZATIONAL LOCATION  

SUPERVISOR:  

FIELD TRAINING AGENT (FTA)  

PEOPLE SUPERVISED:  

N/A  

DIRECT RELATIONSHIP AREAS:  

Post-sales -- For validation of supplementary quotes  

INDIRECT RELATIONSHIP AREAS:  

N/A  

SPECIFIC COMPETENCIES  

JOB RESPONSIBILITIES  

DAILY  

• Attend meetings with their FTA to receive instructions, feedback, and motivation  
• Receive and manage calls from potential customers  
• Execute sales closings following the established script and completing all required forms  
• Send forms, consents, and authorizations via email, specifying the authorization method and providing the corresponding evidence  
• Follow up with customers in the commercialization process  
• Obtain customer references to expand the contact base  
• Manage their personal customer database, keeping information updated  
• Demonstrate mastery of the established commercial discourse (speech) for each product  
• Create and maintain digital folders with all documentation for each customer following the standardized structure  
• Daily update their Excel of potential customers and effective sales  
• Report to their FTA any difficulty or special situation encountered during the sales process  

WEEKLY  

• Review and adjust sales strategies according to feedback from their FTA  
• Analyze personal conversion and effectiveness metrics  
• Consolidate information on obtained referrals for follow-up  

BIWEEKLY  

• Participate in product updates to stay up to date with features and benefits  
• Review the organization of their digital folders to ensure compliance with standards  
• Update knowledge about modified scripts and commercial discourses  

MONTHLY  

• Participate in performance evaluations with their FTA  
• Establish personal improvement goals for the following month  
• Review progress toward the skills necessary to advance in the organization  

OCCASIONAL  

• Consult with post-sales for validation of supplementary quotes  
• Participate in special training on new products or regulations  
• Collaborate in team integration or motivation activities  

This definition of the Sales Agent role emphasizes their purely commercial function and the critical importance of proper information and documentation handling. By focusing on absorbing best practices from their superiors and rigorous compliance with established standards, the SA not only optimizes their current performance but also prepares for their professional growth within the organizational structure.