Sales Executive for Financial Products

hace 3 semanas


Monterrey, Nuevo León, México Citi A tiempo completo

The Sales Executive for Financial Products is an entry-level 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**:

Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
- Perform the necessary processes, procedures and verbal dialogues 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
- Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
- 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

**Required Qualifications**:

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 is an excellent opportunity for individuals who are passionate about sales and customer service to develop their skills and contribute to the success of 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.

For more information, please refer to the Citi EEO Policy Statement.


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