COMMERCIAL MANAGER

POSITION SUMMARY

The Commercial Manager supports the Vice President of Sales and the VIPLI Commercial team in the development and growth of the Life & Investments business, with a primary focus on Brazil and selected Southern Cone markets.

This is a hands-on commercial role focused on developing and maintaining distribution relationships, identifying new business opportunities, supporting existing partners, and supporting the development and activation of existing partners, and driving production across assigned partners and markets in the region.

The ideal candidate has experience in financial services, life insurance, investments, wealth management, or related financial solutions; is comfortable representing VIPLI with agencies and financial professionals; and works closely with the VP of Sales and the broader Commercial team to execute regional commercial priorities and achieve established production objectives.

ESSENTIAL FUNCTIONS

The essential functions include, but are not limited to the following:

Partner Relationship Management

• Work in close coordination with VUMI Relationship Sales Directors and Managers for existing VUMI distribution relationships, providing VIPLI product expertise, commercial support, training, and opportunity development while maintaining alignment on overall partner relationship management.
• Develop and maintain strong relationships with Agencies, brokers, Introducers, financial professionals, and other distribution partners.
• Maintain regular commercial follow-up with existing partners and support their engagement, development, and production.
• Serve as a day-to-day commercial contact for assigned partners, coordinating internally when additional support is required.
• Build trusted relationships while ensuring commercial activities remain aligned with VIPLI priorities and approved practices.

Business Development & Production Support

• Prospect and develop new distribution relationships with life insurance, financial advisory, wealth management, and investment-focused intermediaries, including channels that may not currently distribute other VUMI products.
• Identify potential new distribution partners and business opportunities in Brazil and the Southern Cone.
• Support partner activation and help develop opportunities that can translate into new business production.
• Maintain visibility of commercial opportunities, partner activity, pipeline, and expected production.
• Maintain disciplined pipeline management and commercial activity records through the Company's designated CRM and sales management tools, ensuring timely follow-up and visibility of opportunities, expected production, and partner development activities.

Product Presentations, Training & Partner Support

• Conduct product presentations, commercial meetings, and trainings in Portuguese and Spanish.
• Develop a strong technical understanding of VIPLI's life insurance and investment-linked products and support partners in understanding product features, target client profiles, use cases, underwriting considerations, and appropriate product positioning..
• Help identify partner needs and coordinate follow-up with the appropriate internal teams.
• Participate in onboarding and activation of new Agencies and Introducers in coordination with Sales Operations and other relevant teams.

Market Development & Commercial Insights

• Gather feedback on market needs, competitor activity, distribution trends, and commercial opportunities.
• Share relevant market insights with the VP of Sales and Commercial team to support planning and prioritization.
• Develop familiarity with the Brazilian and Southern Cone financial and insurance markets and identify areas of potential growth.
• Support market visits and relationship-development initiatives across assigned territories.

Roadshows, Meetings & Commercial Activities

• Participate in partner meetings, trainings, roadshows, conferences, and other commercial activities.
• Represent VIPLI professionally with distribution partners and industry contacts.
• Support follow-up on opportunities, commitments, and action items resulting from partner meetings and market visits.

Cross-Functional Coordination

• Coordinate with Sales Operations, Marketing, Underwriting, Compliance, Product, and other internal teams as needed to support distribution partners.
• Help ensure partner questions and commercial needs are directed to the appropriate internal teams and followed through to resolution.
• Work closely with the VP of Sales on commercial priorities, partner development, and regional opportunities.
• Support other Commercial initiatives as business needs evolve.
• Conduct commercial activities in accordance with applicable Company policies, approved distribution practices, Regulation S requirements, cross-border distribution restrictions, and applicable compliance requirements, coordinating with Compliance whenever questions or exceptions arise.
• Support the appropriate