Financial Services Sales Representative

hace 1 mes


Xico, México Citi A tiempo completo

Citi is seeking a highly motivated Financial Services Sales Representative to join our team in the United States.

As a Financial Services Sales Representative, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location. You will work closely with the broader Consumer Sales team to develop and implement sales plans that achieve monthly and annual new asset referral targets.

Key Responsibilities:

  • Develop and execute integrated sales and marketing strategies aligned to sales goals and support sales service activities
  • Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
  • 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, strict adherence towards compliance, branch huddles
  • 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

Salary Range:

$80,000 - $120,000 per year, depending on experience.

Benefits:

  • Competitive salary
  • Bonus potential


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