*discover your future at citi*:
working at citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
*job overview*:
the field sales intmd officer is an intermediate 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*:
- develop and implement sales plans to achieve all monthly and annual new asset referral targets
- interact with managers and directors to ensure ongoing communication regarding existing and future client needs
- develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
- including legal, corporate, and regulatory
- ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
- monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
- resolve client complaints and issues promptly and efficiently
*qualifications*:
- 2-5 years of relevant experience
- required licenses: series 7, series 63, series 66, and series 24 or 9/10
- previous sales experience preferred
- ability to communicate with all levels of management
- extensive knowledge of financial and securities industry regulations
- ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- effective problem-solving and decision-making skills
- consistently demonstrates clear and concise written and verbal communication
*education*:
- bachelor’s degree/university degree or equivalent experience
this job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Lic económico administrativa
excel intermedio
experiência en colocación de seguros vida y daños (indispensable)
experiência en áreas comerciales
interacción con clientes
ventas
trabajo de campo
disponibilidad para viajar
comprensión y análisis de información.
Alto nível de comunicación*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.- view citi’s _eeo policy statement_ and the _know your rights_ poster._