Financial Services Representative
hace 1 semana
The Financial Services Representative is a key role within Citi's Consumer Sales team, responsible for providing exceptional customer service and meeting sales targets for financial products and services. This position requires a strong understanding of financial and securities industry regulations, as well as excellent communication and problem-solving skills.
**Key Responsibilities:**
Develop and implement sales plans to achieve monthly and annual new asset referral targets
Interact with managers and directors to ensure ongoing communication regarding client needs
Develop and execute integrated sales and marketing strategies aligned to sales goals and support sales service activities
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, and compliance
Resolve client complaints and issues promptly and efficiently
**Requirements:**
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 role requires a strong understanding of the financial services industry and excellent communication and problem-solving skills. If you are a motivated and results-driven individual with a passion for sales and customer service, we encourage you to apply.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
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