Financial Services Representative
hace 7 días
The Field Sales Intermediate Officer is a key role within Citi's Consumer Sales team, responsible for delivering exceptional customer service and meeting sales targets for financial products and services. This position requires a strong understanding of financial and securities industry regulations, as well as excellent communication and problem-solving skills.
Key Responsibilities- Develop and implement sales plans to achieve monthly and annual new asset referral targets
- Collaborate with managers and directors to ensure ongoing communication regarding client needs
- Design and execute integrated sales and marketing strategies aligned to sales goals and support sales service activities
- Ensure adherence to operational controls, including legal, corporate, and regulatory procedures
- Monitor and improve the quality of investment consultant activities, including sales targets and compliance
- Resolve client complaints and issues promptly and efficiently
- 2-5 years of relevant experience
- 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
- Effective problem-solving and decision-making skills
- Consistently demonstrates clear and concise written and verbal communication
Bachelor's degree/University degree or equivalent experience
This job description provides a comprehensive overview of the types of work performed. Other job-related duties may be assigned as required.
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.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
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