Financial Services Sales Lead
hace 4 semanas
The Financial Services Sales Lead Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
**Key Responsibilities:**
• Assists in developing short and long-term product-level strategies to ensure delivery of the financial plan
• Responsible for field execution of credit initiatives and achievement of credit goals and objectives
• Collaborates with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives that will meet the guidelines established by the Partner and Partner Management teams
• Analyzes weekly and monthly sales reports, understands field performance, and implements action plans to ensure sales objectives are achieved
• Collects and communicates market intelligence around best practices, client feedback, and market competition in assigned geography and vertical
• Assists in development and implementation of a field intelligence system for prompt reporting of competitive activity, to include Citi Relationship Management platform and analytics
• Develops and maintains relationships with internal and Retail Partners, responds in a timely manner to escalated credit issues and concerns, and develops new and enhanced programs to increase new accounts
• Develops and manages cost center budgets and expenses
• Fulfills clients' necessities while providing an exceptional client experience, which is measured by specific metrics.
**Qualifications and Requirements:**
• 6-10 years of relevant experience in financial services
• Required licenses: Series 7, Series 63, and Series 65
• Sales/Credit experience required
• Field Sales and/or client development experience required
• Project Management experience preferred
• Working knowledge of related industry practices and standards
• Ability to work 50%-75% of the time
• Ability to work out of a home office
• Consistently demonstrates clear and concise written and verbal communication
**Education and Certifications:**
• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred
• Indispensable Certification AMIB Fig. 3 vigente
**Job Family and Time Type:**
• 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.
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