Dirección The Field Sales Representative 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
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to existing customers
• Analyze new and existing client interests, problems, and potential need for new products and services
• Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
• Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs
• Achieve or exceed decided sales targets set by management
• Adhere to strict laws and regulations governing Telesales practices in a complex sales environment
• 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:
• 2-4 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 relevant financial regulations
• Effective problem-solving and negotiation skills
• 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.
Importante: Por disposición legal, en el caso de México cualquier requisición donde se use la evaluación de Plum, se deberá incluir el siguiente texto en el campo de “comentarios adicionales”. Como parte de tu proceso de reclutamiento, completarás algunas evaluaciones. Para ello, una vez que envíes tu información en Workday, recibirás un mail por parte de nuestro proveedor con las instrucciones y un enlace personalizado para que crees tu perfil en las plataformas e inicies la evaluación. De forma previa a realizar tu prueba, te recordamos leer cuidadosamente los Términos y Condiciones del proveedor, así como el Aviso de Privacidad que pondrá a tu disposición. Una vez que completes la evaluación, te estaremos contactando para los siguientes pasos. As part of your recruitment process, you will complete some evaluations. To do this, once you submit your information on Workday, you will receive an email from our supplier with instructions and a personalized link for you to create your profile on the platforms and to start the evaluation. Prior to taking your test, please carefully read the Terms and Conditions of the provider, as well as the Privacy Notice that will be made available to you. Once you complete the assessment, we will contact you for the next steps.
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Job Family Group:
Consumer Sales
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Job Family:
Field Sales
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Time Type:
Full time
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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View the EEO Policy Statement.
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