C

Citi

Runs banking and payments for global clients

Asesor Previsional Afore

Field SalesConfirmed live in the last 24 hours
Full-timeMonterrey, Nuevo Leon, MexicoNo salary listedIn-person

About the Job

Requirements

  • Candidates must have completed high school and have one year of experience in consultative sales of financial products or department-store sales.
  • Candidates with incomplete or completed undergraduate study in economics, business administration, or related areas must have at least three years of experience at an Afore and/or advising on financial products or department-store sales.
  • Recent graduates with an undergraduate degree in economics/business administration or engineering may apply without experience.
  • At least one year of experience in promotion and consultative sales is required; financial products experience is desirable.
  • Demonstrated analytical skills are required.
  • Candidates must have a GPA of 3.3 or above.
  • Candidates must demonstrate written and verbal communication, cooperation, problem-solving, quick thinking, attention to detail, and a results-oriented approach.
  • Experience in retirement-planning advice, financial-services promotion, client service or advising, contact generation, and writing are relevant qualifications.

Responsibilities

  • Prospect for and seek out clients.
  • Schedule appointments through telemarketing.
  • Provide personalized advice to clients and identify their needs.
  • Follow up with clients and close sales.
  • Approach target clients with a value proposition.
  • Visit workplaces.
  • Develop strategies to achieve targets.
  • Meet or exceed the objectives of the position and the company.
  • Perform routine assignments under direct supervision and detailed procedures, applying routine work-area knowledge and completing standardized activities.
  • Exchange basic information with coworkers, resolve straightforward task-related problems, and choose from a limited set of clearly defined options.
  • Assess risk in business decisions, protect the firm's reputation and its clients and assets, comply with applicable laws, rules, and regulations, apply sound ethical judgment, and transparently escalate, manage, and report control issues.

Desired Qualifications

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

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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