The Field Sales Representative 5 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.
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.
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
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.
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