トレンド企業

Citigroup
Citigroup

Global investment banking and financial services

BANAMEX AF Asesor Previsional de Afore

職種経理・財務
勤務地Leon
勤務オンサイト
雇用正社員
掲載2ヶ月前
応募する

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.

Descripción de puesto adicional

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.

閲覧数

0

応募クリック

0

Mock Apply

0

スクラップ

0

Citigroupについて

Citigroup

Citigroup

Public

Citigroup 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