
BANAMEX | Asesor Previsional - Impusa tu carrera
- Job Req Id:
- 25905495
- Location(s):
- Ciudad De Mexico, Ciudad De Mexico, Mexico
- Job Type:
- On-Site/Resident
- Posted:
- Sep. 04, 2025
Discover your future at Citi
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Job Overview
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.
ASESOR PREVISIONAL AFORE
Resumen de perfil de puesto:
El Asesor Previsional es un puesto responsable de dar asesoría de manera integral a sus clientes 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.
Responsabilidades:
Brindar servicio a las cuentas existentes y establecer nuevas cuentas en la ubicación geográfica designada.
Mantener acercamiento de manera proactiva con los clientes a fin de identificar sus necesidades.
Proporcionar asesoría e información sobre el producto Afore.
Dar cumplimiento a los objetivos del Negocio
Prospección y búsqueda de clientes
Programación de citas a través de telemarketing
Asesoría personalizada a clientes identificando sus necesidades
Seguimiento y cierre de venta
captar al cliente 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
Requisitos deseables:
Licenciatura concluida o trunca en area económico administrativas.
Experiencia en promoción y venta consultiva, deseable en productos financieros y/o afore.
Ofrecemos oferta salarial COMPETITIVA
Estamos contratando en las siguientes localidades:
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Field Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster.

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