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Financial Services Sales Professional
hace 2 meses
The Financial Services Sales Professional 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:**
• Develop and implement sales strategies to achieve all monthly and annual new asset referral targets
• Interact with senior management and directors to ensure ongoing communication regarding existing and future client needs
• Develop and execute integrated sales and marketing plans that are aligned to sales goals and support sales service activities
• Ensure adherence to operational controls, including regulatory procedures, to ensure safety and security of client and bank assets
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, team huddles
• Resolve client complaints and issues promptly and efficiently
**Qualifications and Requirements:**
• 2-5 years of relevant experience in financial services
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
• Previous sales experience preferred
• Ability to communicate with all levels of management
• Extensive 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
• Consistently demonstrates clear and concise written and verbal communication
**Education and Certifications:**
• Bachelor's degree/University degree or equivalent experience
• Certification in financial services or related field preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
**About Citi:**
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.
**EEO Policy Statement:**
Citi is committed to diversity and inclusion. We believe that a diverse and inclusive workplace is essential to our success and to creating a positive and productive work environment.
