AF/ Asesor/a Previsional de Afore para Celaya, Querétaro, Zamora, León, Gto.
The Field Sales Representative is an entry-level position responsible for 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 basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Responsibilities:
- Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
- Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products
- Provide advice and product information to Citi clients as appropriate, outlining features and benefits
- Identify cross-selling opportunities to sell other products
- Achieve or exceed decided sales targets
- 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:
- Previous relevant Field Sales experience preferred
- Consistently demonstrates clear and concise written and verbal communication
- Influencing and relationship management skills
- Exhibit the ability to identify and recognize customer needs
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.
El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.
Funciones:
- Prospección y búsqueda de clientes
- Programación de citas a través de telemarketing
- Asesoría personalizada a clientes identificando sus necesidades
- Seguimiento y cierre de venta
- Abordar a clientes objetivo a través de una propuesta de valor
- Visitas a centros laborales
- Desarrollar estrategias para el alcance de metas
- Lograr o superar los objetivos del puesto y de la Empresa
Habilidades:
- Facilidad de palabra y comunicación
- Experiencia y gusto por la asesoría previsional
- Proactivo con enfoque a resultados
- Empático
- Orientación de servicio
- Tolerancia a la frustración
- Capacidad cognoscitiva
- Experiencia en la promoción de servicios financieros
- Experiencia en atención y/o asesorías
- Generación de contactos
- Redacción
Requisitos:
- Bachillerato concluido o Licenciatura concluida/trunca deseable.
- Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
------------------------------------------------------
Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Field Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
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.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Featured Career Areas
Technology
Transformation
Finance
Risk ManagementSaved Jobs
You have no saved jobs
Previously Viewed Jobs
You have no viewed jobs