Financial Products Specialist
hace 2 semanas
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
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