Financial Services Representative
hace 3 semanas
At Citi, we are seeking a highly motivated and results-driven Asesor Retención Proactiva to join our team. As a key member of our Consumer Sales team, you will be responsible for meeting sales targets for financial products and services within your assigned district or location.
Key Responsibilities:
- Proactively approach Citi clients to establish real needs and understand their requirements.
- Provide advice and product information to Citi clients, outlining features and benefits.
- Build and maintain new and existing customer relationships.
- Perform the necessary processes and procedures to effectively customize offers and cross-sell an expansive set of products and services to new and existing customers.
- Achieve or exceed decided sales targets.
Requirements:
- Previous relevant experience in financial sales and customer service preferred.
- Consistently demonstrates clear and concise written and verbal communication.
- Proficient computer and technology skills.
- Demonstrated sales skills.
- Effective problem-solving and negotiation skills.
- Demonstrated Influencing and relationship management skills.
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.
Requisitos:
- Licenciatura terminada (mínimo trunco o en curso).
- Para internos se requiere Certificación ante Ceneval como Asesor Previsional.
- Conocimientos de la cuenta individual de Afore (normativa y requerimentos del tramite).
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.
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