Citi

Runs banking and payments for global clients

Asesor Previsional - Ejecutivo

Field SalesConfirmed live in the last 24 hours

Full-timeNo salary listedIn-person

About the Job

Requirements

A completed high school diploma is required with one year of experience in consultative sales of financial products or sales in department stores.
An incomplete or completed bachelor's degree in economics/administrative fields is required with three or more years of experience at an Afore, advising on financial products, or sales in department stores.
A recent graduate with a bachelor's degree in an economics/administrative field or engineering may apply without experience.
At least one year of experience in promotion and consultative sales is required; experience with financial products is desirable.
Demonstrated analytical skills are required.
A GPA of 3.3 or above is required.
Strong written and verbal communication skills are required.
Ability to collaborate toward group and client objectives is required.
Innovative and creative problem-solving ability is required.
Quick thinking and attention to detail are required.
Experience in customer service or advising, lead generation, and writing are identified as relevant skills.

Responsibilities

Prospect and search for customers.
Schedule appointments through telemarketing.
Provide personalized advice by identifying customer needs.
Follow up with customers and close sales.
Approach target customers with a value proposition.
Visit workplaces.
Develop strategies to achieve goals.
Meet or exceed position and company objectives.
Advise customers and prospects comprehensively and offer alternatives suited to their needs.
Meet advisory objectives for financial products and services within the assigned district or location, coordinating with the broader consumer-advisor team.
Assess risk in business decisions, protect the firm's reputation and its clients and assets, comply with applicable laws, rules and regulations, adhere to policy, exercise sound ethical judgment, and escalate, manage, and report control issues transparently.
Perform basic routine assignments under direct supervision and detailed procedures.
Apply routine work-area procedures and complete standardized activities.
Exchange basic information with coworkers, resolve straightforward task-related problems, and select from a limited set of defined options.

Desired Qualifications

Three or more years of experience at an Afore is desirable.
Experience advising on financial products is desirable.

The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O&T

Responsibilities:

Performs most basic, routine tasks/assignments
Works under direct supervision with detailed procedures
May service a very limited number of products/services
Applies knowledge of routine work area procedures
Completes standardized activities
Exchanges basic information with other co-workers
Resolves task related problems in straightforward situations
Selects from a limited number of clearly defined options
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

GPA of 3.3 or above
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Cooperation and focus in achieving group and client objectives
Innovative and creative in solving problems
Quick thinking and detail oriented

Education:

Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Resumen de perfil de puesto:

El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.

Funciones:
Prospección y búsqueda de clientes
Programación de citas a través de telemarketing
Asesoría personalizada a clientes identificando sus necesidades
Seguimiento y cierre de venta
Abordar a clientes objetivo a través de una propuesta de valor
Visitas a centros laborales
Desarrollar estrategias para el alcance de metas
Lograr o superar los objetivos del puesto y de la Empresa

Habilidades:
Facilidad de palabra y comunicación
Experiencia y gusto por la asesoría previsional
Proactivo con enfoque a resultados
Empático
Orientación de servicio
Tolerancia a la frustración
Capacidad cognoscitiva
Experiencia en la promoción de servicios financieros
Experiencia en atención y/o asesorías
Generación de contactos
Redacción

Requisitos:

Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales.
Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de Experiencia en alguna Afore y/o Asesoría en productos financieros o ventas en tiendas departamentales.
Recién egresado de Licenciatura en área económico administrativa e ingenierías, sin experiencia.

Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
Deseable con 3 o más años de Experiencia en alguna Afore.

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Job Family Group:

Management Development Programs

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Job Family:

Intern

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1812

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