
Global investment banking and financial services
BANAMEX AF Asesor Previsional de Afore
The Field Sales Representative is an entry-level position responsible for 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 basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Responsibilities:
- Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
- Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products
- Provide advice and product information to Citi clients as appropriate, outlining features and benefits
- Identify cross-selling opportunities to sell other products
- Achieve or exceed decided sales targets
- 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:
- Previous relevant Field Sales experience preferred
- Consistently demonstrates clear and concise written and verbal communication
- Influencing and relationship management skills
- Exhibit the ability to identify and recognize customer needs
Education:
- High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.
Funciones:
- Prospección y búsqueda de clientes
- Programación de citas a través de telemarketing
- Asesoría personalizada a clientes identificando sus necesidades
- Seguimiento y cierre de venta
- Abordar a clientes objetivo a través de una propuesta de valor
- Visitas a centros laborales
- Desarrollar estrategias para el alcance de metas
- Lograr o superar los objetivos del puesto y de la Empresa
Habilidades:
- Facilidad de palabra y comunicación
- Experiencia y gusto por la asesoría previsional
- Proactivo con enfoque a resultados
- Empático
- Orientación de servicio
- Tolerancia a la frustración
- Capacidad cognoscitiva
- Experiencia en la promoción de servicios financieros
- Experiencia en atención y/o asesorías
- Generación de contactos
- Redacción
Requisitos:
- Bachillerato concluido o Licenciatura concluida/trunca deseable.
- Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
------------------------------------------------------
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Citigroupについて

Citigroup
PublicCitigroup Inc. or Citi is an American multinational investment bank and financial services company based in New York City. The company was formed in 1998 by the merger of Citicorp, the bank holding company for Citibank, and Travelers; Travelers was spun off from the company in 2002.
10,001+
従業員数
New York City
本社所在地
$86B
企業価値
レビュー
10件のレビュー
3.7
10件のレビュー
ワークライフバランス
3.8
報酬
2.5
企業文化
4.0
キャリア
3.2
経営陣
3.5
65%
知人への推奨率
良い点
Good work-life balance
Supportive management and colleagues
Good benefits
改善点
Low or uncompetitive salary/pay
Long hours during peak times
Poor management and lack of direction
給与レンジ
48件のデータ
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Investment Banking Analyst
13件のレポート
$135,050
年収総額
基本給
$117,500
ストック
-
ボーナス
-
$126,500
$143,750
面接レビュー
レビュー3件
難易度
3.3
/ 5
期間
14-28週間
体験
ポジティブ 0%
普通 33%
ネガティブ 67%
面接プロセス
1
Application Review
2
Recruiter Screen
3
Technical Interview
4
Panel/Group Interview
5
Final Round
6
Offer
よくある質問
Technical Knowledge
Coding/Algorithm
Behavioral/STAR
Past Experience
Culture Fit
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