Job opportunity
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 procedures to ensure safety and security of client and bank assets
* ensure adherence to operational controls to 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
additional requirements
* licenciatura económico
* administrativo titulado
* experiencia mínima de 2 años en sector financiero
* conocimiento en inversiones mercado de capitales mercado de deuda etc
* certificación figura 3 amib indispensable
* manejo de excel y power point intermedio
* ingles avanzado indispensable
* habilidades atención a clientes trabajo en equipo capacidad analítica