Financial Services Representative

hace 4 semanas


Oaxaca, Oaxaca, México Citi A tiempo completo

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. The ideal candidate will possess a strong understanding of financial regulations and be able to build relationships with clients to identify their needs and provide tailored solutions.

**Key Responsibilities:**

Establish and maintain high-value accounts by providing expert advice and promoting high-level financial portfolios
Analyze client interests, problems, and potential needs for new products and services
Develop and maintain product and service knowledge, as well as stay current on applicable regulations
Achieve or exceed sales targets set by management
Adhere to strict laws and regulations governing Telesales practices

**Qualifications:**

2-4 years of relevant experience in financial sales
Proficient computer and technology skills
Excellent written and verbal communication skills
Working knowledge of relevant financial regulations
Effective problem-solving and negotiation 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 financial services, we encourage you to apply.



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