Senior Financial Services Representative
hace 1 semana
Citi is seeking a highly motivated Senior Financial Services Representative to join our team in Xalapa. This is an exciting opportunity to work with a leading financial institution and contribute to the success of our Field Sales team.
Job Summary
We are looking for a results-driven individual who can provide exceptional customer service and meet sales targets for financial products and services. As a Senior Financial Services Representative, you will be responsible for establishing and maintaining high-value accounts, analyzing client needs, and promoting a wide range of financial products and services.
Key Responsibilities:
- Establish and maintain high-value accounts by providing expert advice and promoting high-level portfolios and other financial products
- Analyze new and existing client interests, problems, and potential need for new products and services
- Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
- Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs
- Achieve or exceed decided sales targets set by management
- Adhere to strict laws and regulations governing Telesales practices in a complex sales environment
Requirements:
- 2-4 years of relevant experience
- Previous experience in financial sales preferred
- Proficient computer and technology skills
- Consistently demonstrates clear and concise written and verbal communication
- Working knowledge of relevant financial regulations
- Effective problem-solving and negotiation skills
- Demonstrated Influencing and relationship management skills
Benefits:
- Competitive salary: $80,000 - $120,000 per year
- Benefits package, including health insurance, 401(k) matching, and paid time off
- Opportunities for career growth and professional development
About Citi:
Citi is an equal opportunity and affirmative action employer. We value diversity and inclusion and are committed to creating a workplace where everyone feels valued, respected, and supported.
EEO Policy Statement:
View the EEO Policy Statement here.
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