Financial Services Representative
hace 4 semanas
The Financial Services Representative is a key role within Citi's Consumer Sales Team, responsible for providing exceptional customer service and meeting sales targets for financial products and services.
**Key Responsibilities:**
• Establish and maintain high-value accounts by providing expert advice and promoting high-level portfolios and other financial products
• Perform the necessary processes and procedures to effectively customize offers and cross-sell an expansive set of products and services to existing customers
• Analyze new and existing client interests, problems, and potential need for new products and services
• 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
**Requirements:**
• 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 role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills. If you are a motivated and results-driven individual with a passion for sales and customer service, we encourage you to apply.
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