The Field Sales Representative 4 is an entry-level position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales Team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities:

• Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
• Analyze existing Citi client’s interests, problems, and potential need for new products and services
• Build and maintain new and existing customer relationships
• Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
• Continue to seek and maintain product and service knowledge
• Remain current on applicable regulations by attending internal training programs
• Follow commercial strategies to achieve or exceed sales targets set by management
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 1-3 years of relevant experience
• Previous experience in financial sales preferred
• Proficient computer and technology skills
• Consistently demonstrates clear and concise written and verbal communication
• Working knowledge of related financial regulations
• Effective problem-solving and negotiation skills as well
• Demonstrated Influencing and relationship management skills

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

EJECUTIVO (A) DE VENTAS Y SERVICIOS FINANCIEROS SR (AFORE)

Funciones Principales del puesto:

Asesoría, Promoción y venta de productos Financieros  y Afore

Formación Académica:

Licenciatura deseable Áreas Económicas Administrativas y Sociales / Bachillerato Concluido comprobable

Experiencia (en años):

Necesaria Promoción y venta de productos Financieros  y Afore (mínimo 1 año)

Deseable Conocimiento de la normatividad del Sistema de Ahorro para el Retiro e IMSS.

Comprobar alcance de metas de venta y logros comerciales

Conocimientos Técnicos:

Deseable, manejo de tecnología Digital(SmartPhone, Tabletas etc.)

Habilidades:

Facilidad de palabra, relación social, responsabilidad y compromiso

Competencias:

Orientado a resultados, habilidades para trabajar bajo presión, facilidad de palabra, gusto por las ventas

Idiomas N/A

Certificaciones o licencias N/A

Lugar de trabajo CDMX

Funciones Principales del puesto

Asesoría, Promoción y venta de productos Financieros  y Afore 

Formación Académica

Bachillerato Concluido comprobable

Experiencia (en años)

Deseable un año en promoción y venta de productos financieros

Conocimientos Técnicos

Deseable, manejo de tecnología Digital(SmartPhone, Tabletas etc.)

Habilidades  

Facilidad de palabra, relación social, responsabilidad y compromiso

Competencias

Foco en el Cliente, Integridad, Gestión de Tareas, Trabajo en equipo, Adaptabilidad, Sagacidad para las ventas 

Idiomas

N/A

Certificaciones o licencias

N/A

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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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