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
• 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.

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.

El Coordinador de Seguros tiene como objetivo asegurar el cumplimiento de las metas comerciales de seguros en el Distrito mediante la capacitación, acompañamiento, supervisión y seguimiento operativo de ejecutivos y equipos en sucursal. Es responsable de fortalecer las capacidades comerciales del personal, impulsar la correcta ejecución de los procesos de venta, garantizar el conocimiento y ofrecimiento adecuado de los productos, y dar visibilidad oportuna del avance a la Gerencia de Sucursal y Dirección Distrital. Asimismo, promueve la mejora continua a través de visitas periódicas, sesiones de evaluación, establecimiento de compromisos y la integración de buenas prácticas comerciales.

• Revisión de plan de trabajo, objetivos y compromisos con el Gerente de sucursal.

• Conocer los números y avance del equipo en sucursal

• Acompañamiento con ejecutivos PYME

• Acompañamiento con ejecutivos Priority

• Establecimiento de compromisos y acuerdos con el equipo de sucursal y gerente

Requisitos:

• 3 años de experiencia en manejo de sucursales en el área comercial y en la institución.

• Facilidad para comunicar estrategias y objetivos.

• Manejo de planes de trabajo y los avances correspondientes.

• Facilidad de Coaching individual y de grupo.

• Modelaje en atención al cliente.

• Elaboración y envió de reportes.

• Manejo de Excel.

• Capacidad para dar seguimiento a acuerdos.

• Disponibilidad para viajar.

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.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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