Financial Services Sales Lead

hace 4 semanas


Xico, México Citi A tiempo completo

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.


  • Client Sales Lead

    hace 4 semanas


    Xico, México Ericsson A tiempo completo

    About EricssonAs a pioneer in the mobile industry, Ericsson has made a significant impact with over 54,000 patents to its name. When joining our team, you'll be empowered to learn, lead, and perform at your best, shaping the future of technology. We celebrate individuality and value the skills, talent, and perspective you bring to the team.About this...


  • Xico, México Citi A tiempo completo

    Job SummaryCiti is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our Consumer Sales team, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.Key...


  • Xico, México Citi A tiempo completo

    Job Title: Banquero Bau Patrimonial Valle C13Job Summary:The Field Sales Lead Officer is a key position responsible for delivering exceptional customer service and meeting sales targets for financial products and services within their assigned district or location. This role requires a strong understanding of financial products and services, as well as...


  • Xico, México Grupo Financiero Inbursa A tiempo completo

    Join Our Team as a Financial Services PromoterGrupo Financiero Inbursa is a leading financial services company seeking a highly motivated and results-driven individual to join our sales team.Key Responsibilities:Generate revenue through sales and marketing effortsWork a flexible schedule to meet client needs100% commission-based compensation structureStrong...


  • Xico, México Citi A tiempo completo

    About the RoleCiti is seeking a highly motivated and detail-oriented individual to join our team as a Previsional Afore Advisor. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored solutions to meet the needs of our clients.Key ResponsibilitiesProspect and identify new business...


  • Xico, México Citi A tiempo completo

    Job SummaryThe Financial Services Representative is an entry-level position responsible for 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 basic product knowledge to build relationships with clients in order to...


  • Xico, México Citi A tiempo completo

    Key Responsibilities:We are seeking a highly skilled professional to join our team as a Financial Services Representative. In this role, you will be responsible for communicating daily market updates and trading strategic plans to clients and individual sales staff.Key Qualifications:Previous banking experience is preferred, and a Bachelor's/University...


  • Xico, México Caterpillar Financial Services Corporation A tiempo completo

    About the RoleWe are seeking a highly skilled Supply Chain and Logistics Analyst to join our team at Caterpillar Financial Services Corporation. As a key member of our supply chain team, you will play a critical role in supporting customer inquiries, supervising new sales orders, and ensuring seamless order management.Key Responsibilities:Supervise and...

  • Sales Executive

    hace 4 semanas


    Xico, México Uob A tiempo completo

    About UOBUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

  • Sales Team Lead

    hace 7 horas


    Xico, México Medtronic A tiempo completo

    About the RoleWe are seeking a highly motivated and experienced Sales Team Lead to join our team at Medtronic. As a Sales Team Lead, you will be responsible for leading a team of sales representatives to achieve sales targets and develop business strategies for existing and potential accounts.Key ResponsibilitiesLead a team of sales representatives to...

  • Sales Representative

    hace 4 semanas


    Xico, México One Park Financial A tiempo completo

    **About One Park Financial**One Park Financial is a leading Financial Technology company dedicated to empowering small and medium-sized businesses by connecting them with a wide variety of flexible financing and funding options. Our mission is to provide entrepreneurs with the working capital they need to elevate their businesses to new heights.**Why Choose...


  • Xico, México Gm Financial A tiempo completo

    About the RoleThe Sales Field Support Representative is a key position within GM Financial's international operations, serving as the primary point of contact between the company's internal operations and assigned dealerships within a sales district. This role is responsible for fostering a successful commercial/sales relationship by providing support to...


  • Xico, México Citigroup Inc. A tiempo completo

    About the RoleCitigroup Inc. is seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Advisor. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic relationships with our clients.Key ResponsibilitiesProspect and identify new business...


  • Xico, México Citi A tiempo completo

    Job SummaryCiti is seeking a highly motivated and results-driven Field Sales Representative to join our team. As a Field Sales Representative, you will be responsible for meeting sales targets for financial products and services within your assigned district or location.Key ResponsibilitiesService existing accounts and establish new accounts at designated...


  • Xico, México Gm Financial A tiempo completo

    About the RoleThe Sales Field Support Representative is a key position within GM Financial's International Operations, serving as the primary point of contact between internal operations and assigned dealerships within a sales district. This role is responsible for fostering a successful commercial/sales relationship by providing support for used or lease...


  • Xico, México Okta A tiempo completo

    Job SummaryThe Services Account Executive is a key role in our Sales team, responsible for selling Okta Professional Services and driving business development. We are seeking an experienced services sales professional who excels in positioning the value of Okta Professional Services.Key ResponsibilitiesConduct customer meetings with C-level personnel to...


  • Xico, México One Park Financial A tiempo completo

    **About One Park Financial**One Park Financial is a leading multinational fintech organization dedicated to revolutionizing the financial services industry through innovative technology solutions. With a strong presence across multiple countries, we are committed to driving financial inclusion and providing cutting-edge financial services to underserved...

  • Financial Analyst

    hace 1 día


    Xico, México Jpmorganchase A tiempo completo

    Job Title: Financial AnalystWe are seeking a highly skilled Financial Analyst to join our team at Jpmorganchase. As a Financial Analyst, you will be responsible for analyzing financial data, preparing financial reports, and providing recommendations to management.Key Responsibilities:Analyze financial data to identify trends and areas for improvementPrepare...


  • Xico, México Ericsson A tiempo completo

    About this OpportunityWe are seeking a seasoned professional to lead and orchestrate customer engagement activities for Ericsson's Digital Services business in the LATAM North & Caribbean region.This role requires a strong understanding of the Telecommunication and IT industry, as well as excellent communication and presentation skills to effectively...


  • Xico, México Kempton Asset Management A tiempo completo

    About Kempton Asset ManagementKempton Asset Management is a leading international financial services company, established in the United Kingdom in 2013. As an independent global financial broker, we have built a reputation for delivering exceptional wealth management solutions to our clients.Job SummaryWe are seeking a highly motivated and experienced...