*responsibilities*:
- support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
- disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
- drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
- ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
- joint sales drills with relationship managers to facilitate customers buy the right iproduct.
- build the knowledge level of branch managers.
- be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
- be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
- highlight potential financial, regulatory and credit risk to the franchise.
*qualifications*:
- 2-5 yeas financial sales experience preferred
*education*:
- bachelor’s/university degree or equivalent experience
- experiência en ventas
- conocimiento en productos financieros
- disponibilidad para viajar
- atención a clientes
- licenciatura terminada*job family group*:
consumer sales
- *job family*:
consumer product sales
- *time type*:
full time-
- view citi’s _eeo policy statement_ and the _know your rights_ poster._