Financial Services Representative

hace 2 semanas


Tijuana, Baja California, México Citi A tiempo completo

Citi is a leading financial services company that offers a wide range of products and services to individuals, corporations, and governments around the world. As a Financial Services Representative for Citi, you will play a key role in helping clients achieve their financial goals by providing personalized advice and guidance on life insurance and investment solutions.

The ideal candidate for this role will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. You will also possess a strong understanding of financial products and services, as well as the ability to analyze complex data and make informed recommendations.

In this role, you will be responsible for:

  • Providing personalized advice and guidance to clients on life insurance and investment solutions
  • Analyzing client needs and making informed recommendations on product selection
  • Building and maintaining strong relationships with clients and colleagues
  • Staying up-to-date on industry trends and regulatory requirements

To be successful in this role, you will need to possess the following skills and qualifications:

  • Bachelor's degree in finance, accounting, or a related field
  • At least 1 year of experience in sales or customer service
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to analyze complex data and make informed recommendations

We offer a competitive salary of $60,000 - $80,000 per year, depending on experience. Additionally, you will receive a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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