Insurance Consultant and Financial Services Specialist
hace 4 semanas
The Field Sales Officer is a key position responsible for providing exceptional customer service and meeting sales targets for financial products and services within their assigned district or location. In coordination with the broader Consumer Sales team, this role aims to leverage a wide range of product knowledge to build strong relationships with clients and identify their financial needs.
**Key Responsibilities:**
Develop and execute sales plans to achieve monthly and annual new asset referral targets
- Foster ongoing communication with managers and directors to ensure client needs are met
- Develop and execute integrated sales and marketing strategies that align with sales goals and support sales service activities
- Ensure adherence to operational controls, including legal and regulatory procedures, to ensure safety and security of client and bank assets
- Monitor the quality of investment consultant activities, including sales targets and compliance
- Resolve client complaints and issues promptly and efficiently
**Qualifications and 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
- Strong communication skills with all levels of management
- In-depth 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
- Consistent demonstration of clear and concise written and verbal communication
**Education and Certifications:**
Bachelor's degree/University degree or equivalent experience
- AMIB 3 certification desired
- Intermediate Office management skills
- Availability for relocation in CDMX and metropolitan area
- Teamwork and results-oriented sales focus
**About the Role:**
This position is part of the Consumer Sales team at Citi, 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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