Financial Products Specialist

hace 2 semanas


La Paz, Baja California Sur, México Citi A tiempo completo

Responsibilities:

•Provide expert advice and promote high-level portfolios and other financial products to clients.
•Customize offers and cross-sell a wide set of products and services to existing customers.
•Analyze client interests, problems, and potential need for new products and services.
•Process service requests for clients and achieve 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.

Qualifications:

•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.

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.

Como parte de tu proceso de reclutamiento, completarás algunas evaluaciones. Para ello, una vez que envíes tu información en Workday, recibirás un mail por parte de nuestro proveedor con las instrucciones y un enlace personalizado para que crees tu perfil en las plataformas e inicies la evaluación. De forma previa a realizar tu prueba, te recordamos leer cuidadosamente los Términos y Condiciones del proveedor, así como el Aviso de Privacidad que pondrá a tu disposición. Una vez que completes la evaluación, te estaremos contactando para los siguientes pasos

Job Details:

Job Family Group:
Consumer Sales
Job Family:
Field Sales
Time Type:
Full time
•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



  • La Paz, Baja California Sur, México Citi A tiempo completo

    The Citigold Relationship Banker is a developing professional role that requires a deep understanding of financial services and client relationships. Key responsibilities include monitoring and assessing client needs, identifying policy gaps, and formulating policies to enhance client satisfaction. The ideal candidate will have a strong understanding of...


  • La Paz, Baja California Sur, México Ecolab A tiempo completo

    **Job Summary**We are seeking a skilled Technical Support Specialist to join our team at Ecolab. As a Technical Support Specialist, you will be responsible for providing technical support to our customers, troubleshooting and resolving basic service support challenges, and working in a safety-focused environment.**Key Responsibilities**Provide technical...


  • La Paz, Baja California Sur, México Cronoshare A tiempo completo

    Job Title: Marketing SpecialistYou will be working with our team to develop and implement strategic marketing plans that align with the company's overall goals and objectives. This role will involve analyzing market trends, identifying target audiences, and creating effective campaigns to reach and engage with them.Key Responsibilities:Analyzing market...


  • La Paz, Baja California Sur, México Grupo Salinas A tiempo completo

    Descripción del PuestoWe are seeking a highly motivated and customer-focused Bank Executive to join our team.As a Bank Executive, you will be responsible for providing a wide range of financial products and services to our clients, ensuring that their needs are efficiently and effectively met.Responsabilidades:Offer financial products and services, such as...


  • La Paz, Baja California Sur, México Jast Media A tiempo completo

    We are seeking a highly skilled Digital Marketing Specialist to join our Ad Campaigns team. The ideal candidate will have excellent English written and oral skills, as there will be a good amount of communication directly with clients as well as internal teams.The person we are looking for must have the ability to write creative, captivating, engaging ad...


  • La Paz, Baja California Sur, México Kohler A tiempo completo

    About the RoleWe are seeking a highly skilled Traffic Operations Specialist to join our team at Kohler. In this role, you will be responsible for managing all documentation related to the import-export process of raw materials, fittings, and machinery.As a key member of our supply chain team, you will ensure that all information is up-to-date in our...


  • La Paz, Baja California Sur, México L'Oreal A tiempo completo

    About UsL'Oréal has been a pioneer in the beauty industry for over a century, dedicated to delivering innovative and effective solutions that cater to diverse beauty needs.Our OpportunityWe are seeking a highly motivated Sales Development Manager to join our team in Southern Baja California. As a key member of our sales team, you will be responsible for...

  • Procurement Specialist

    hace 6 días


    San Luis de la Paz, Guanajuato, México Kohler A tiempo completo

    We are seeking a skilled Procurement Specialist to join our team at Kohler Co. in San Luis de la Paz, Gto.This role will be responsible for negotiating with suppliers and analyzing vendor quotations to ensure timely delivery and the lowest cost. The ideal candidate will have experience as an indirect materials buyer and familiarity with manufacturing...


  • La Otra Banda, México Assurant A tiempo completo

    We are Assurant, a global home and lifestyle solutions company that helps leading brands increase revenue, manage risk and deliver a great customer experience; We are in more than 21 countries and we work with the Financial, Retail, Mobile Telephony and Automotive Sectors; in Mexico we are a Great Place To Work. - **Product and Market Intelligence...


  • La Paz, México Citi A tiempo completo

    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...


  • Parras de la Fuente, Coahuila de Zaragoza, México Cronoshare A tiempo completo

    We are seeking a Business Analytics Specialist to join our team and contribute to our efforts in data-driven decision making. The ideal candidate will have strong analytical skills and the ability to interpret complex data sets.Responsibilities:Analyze financial data to identify trends and insightsDevelop and maintain business intelligence...


  • San Luis de la Paz, Guanajuato, México Kohler A tiempo completo

    **Job Summary**This role is responsible for the receipt, storage, and delivery of packaging materials, spare parts, safety equipment, and other supplies for the Kohler Bajio operation.Key Responsibilities:Determine suitable materials for storage in the spare parts warehouse.Process requisitions for shop materials and schedule replenishment to maintain...


  • La Providencia, México Cronoshare A tiempo completo

    About the RoleWe are seeking a skilled Cybersecurity Specialist to join our team. As a key member of our cloud security team, you will be responsible for designing and implementing secure cloud infrastructure to protect our applications and data.Key ResponsibilitiesDesign and implement secure cloud infrastructureDevelop and maintain security policies and...

  • Restaurant Manager

    hace 5 meses


    La Altagracia, México Patricia Baez Company A tiempo completo

    **Job Title: Restaurant Maitre d', Opening Specialist** **Location**: Punta Cana, Dominican Republic **Employment Type**: On-site (not remote) **Job Summary**: **Responsibilities**: - Oversee the opening of the restaurant, ensuring all aspects of the operation are set up and ready for service. - Manage the cost of goods sold (COGS) and ensure...


  • La Piedad, Michoacán de Ocampo, México Bosch A tiempo completo

    Job DescriptionWe are seeking a skilled Maintenance and PLC Engineer to join our team at Bosch.Company OverviewBosch is a leading global supplier of technology and services. Our employees contribute significantly to the development, manufacture, and sale of products that shape people's lives.Salary: We offer a competitive salary ranging from $120,000 to...

  • Manufacturing Manager

    hace 6 meses


    La Estancia, México Bosch Group A tiempo completo

    As a manufacturing manager, you will need to achieve, maintain and raise the benchmark in terms of customer satisfaction, organizational success and staff well-being through the implementation of rigorously defined manufacturing processes, based on a respectful approach to industrial safety and the environment. Establish clear and achievable objectives,...

  • Banquero Priority

    hace 2 semanas


    Apatzingán de la Constitución, Mich., México Citi A tiempo completo

    The CPC Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

  • Dir-engineering-d

    hace 5 meses


    Ixtapan de la Sal, México Marriott International, Inc A tiempo completo

    **Job Number** 24052652 **Job Category** Engineering & Facilities **Location** Ixtapan de la Sal Marriott Hotel & Spa, Jose Ma. Morelos 44, Ixtapan de la Sal, Mexico, Mexico VIEW ON MAP **Schedule** Full-Time **Located Remotely?** N **Relocation?** N **Position Type** Management **JOB SUMMARY** Provides a high level of property maintenance knowledge....


  • La Altagracia, México Eden Roc Cap Cana A tiempo completo

    Job opening criteria The company It started with a dream-a passion to create a five-star boutique hotel experience in the Caribbean.And it was realized in one of the most beautiful places on earth, Cap Cana in the Dominican Republic. Eden Roc Cap Cana is a unique and secluded property nestles in the exclusive, beachfront community of Cap Cana at the...


  • La Cantera, México Southern Tide A tiempo completo

    Southern Tide, LLC La Cantera, Southern Tide - At Southern Tide, our mission is to share our love for the coastal lifestyle through premium products, experiences, and service._ We offer competitive benefits packages which may include generous vacation policy, health and wellness coverage, 401k with company match, discounted stock purchasing, options for...


  • PARQUE ECOLÓGICO INDUSTRIAL TECNOLÓGICO DE LA CIUDAD DE MÉXICO, México Capital One A tiempo completo

    WeWork Reforma Latino (97001), Mexico, Ciudad de Mexico, Ciudad de MexicoDirector, Software EngineeringDirector, Software EngineeringCapital One is seeking a Senior Director of Software Engineering to lead, manage, mentor, and build extremely talented software engineering teams to deliver game changing technologies.  The. Director must have the ability to...