Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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 bankProactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s productsProvide advice and product information to Citi clients as appropriate, outlining features and benefitsIdentify cross-selling opportunities to sell other productsAchieve or exceed decided sales targetsAppropriately 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 preferredConsistently demonstrates clear and concise written and verbal communicationInfluencing and relationship management skillsExhibit 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 clientesProgramación de citas a través de telemarketingAsesoría personalizada a clientes identificando sus necesidadesSeguimiento y cierre de ventaAbordar a clientes objetivo a través de una propuesta de valorVisitas a centros laboralesDesarrollar estrategias para el alcance de metasLograr o superar los objetivos del puesto y de la Empresa

Habilidades:

Facilidad de palabra y comunicaciónExperiencia y gusto por la asesoría previsionalProactivo con enfoque a resultadosEmpáticoOrientación de servicioTolerancia a la frustraciónCapacidad cognoscitivaExperiencia en la promoción de servicios financierosExperiencia en atención y/o asesoríasGeneración de contactosRedacción

Requisitos:

Bachillerato concluido o Licenciatura concluida/trunca deseable.Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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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View Citi’s EEO Policy Statement and the Know Your Rights poster.