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Financial Services Representative
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The Field Sales Representative is an entry-level 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 to build relationships with clients and identify their needs.
Key Responsibilities- Establish and maintain high-value accounts by providing expert advice and promoting high-level portfolios and other financial products.
- 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.
- Achieve or exceed decided sales targets set by management.
- Adhere to strict laws and regulations governing Telesales practices in a complex sales environment.
- 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.
Citibanamex is a leading financial institution committed to delivering exceptional customer service and innovative financial solutions. We are seeking a highly motivated and results-driven Field Sales Representative to join our team.
