Consultor De Seguros Ppb - Xico, México - Citigroup Inc.

Descripción

The Field Sales Intermediate Officer plays a key role in offering customer service support and achieving sales goals for financial products in their designated area, collaborating with the broader Consumer Sales team.

The main objective is to leverage product expertise to establish client relationships and identify the financial solutions that best suit their requirements.

Responsibilities:
- Develop and execute sales plans to meet monthly and yearly asset referral targets - Interact with managers and directors to ensure continuous communication on client needs - Implement integrated sales and marketing strategies aligned with sales objectives - Ensure compliance with operational controls and regulations - Monitor and enhance quality of investment consultant activities and compliance - Resolve client issues efficiently - Assess business risks with consideration for reputation and compliance - Bachelor's degree or equivalent experience 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 - Excellent communication skills - Extensive knowledge of financial regulations - Ability to work under pressure and make timely decisions - Strong problem-solving skills - Clear and concise communication abilities This job description offers an overview of the role's responsibilities. Other duties may be assigned as necessary. Additional Requirements:
- Experience in Investment Fund management - AMIB Certification 3 DESIRABLE - Intermediate Office skills - Availability for relocation within CDMX and Metropolitan area - Team management skills preferred - Sales-driven mindset Job Family Group:
Consumer Sales Job Family:
Field Sales Time Type:
Full time Citi is an equal opportunity employer. Qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, nationality, disability, or veteran status. Citigroup Inc. encourages all interested applicants to apply for career opportunities.