Alicia Dias

Mutual Fund Representative, Financial Security Advisor

Alicia joined the team in 2024 as a Life Insurance Representative, Mutual Fund Representative, and Financial Security Advisor. She excels in group insurance and savings plans, supporting employers in the design, implementation, and ongoing management of solutions tailored to the needs of their teams.

Trained through the ICVM qualification program (for financial security) and the IFSE Institute in life and health insurance, she leverages her knowledge to provide clear and structured recommendations aligned with both organizational objectives and employer needs. Her approach is distinguished by a strong focus on plan design, cost efficiency, and participant engagement.

Driven by a commitment to delivering attentive and rigorous service, Alicia prioritizes building long-term, trust-based relationships with plan sponsors and administrators, supporting them with professionalism and consistency at every stage of their group insurance and savings plans.

Known for her positive energy, warm smile, and dynamic personality, she embodies a human and engaged approach. Naturally active, she values balance, discipline, and well-being—principles she also integrates into her professional practice by promoting sustainable protection and savings strategies for the benefit of employees.