C

Citi

Runs banking and payments for global clients

Retirement Planning Advisor

Field SalesConfirmed live in the last 24 hours
Full-timeCuernavaca, Morelos, MexicoNo salary listedIn-person

About the Job

Requirements

  • Have a GPA of 3.3 or above.
  • Demonstrate analytical skills.
  • Demonstrate clear and concise written and verbal communication skills.
  • Demonstrate cooperation and focus in achieving group and client objectives.
  • Demonstrate innovative and creative problem-solving.
  • Be quick-thinking and detail-oriented.
  • Have completed high school and at least 1 year of consultative sales experience in financial products or department-store sales; alternatively, have incomplete or completed undergraduate studies in an economic or administrative area and at least 3 years of experience at an Afore, advising on financial products, or department-store sales; or be a recent graduate with a degree in an economic/administrative area or engineering and no experience.
  • Have at least 1 year of experience in promotion and consultative sales; financial products are desirable.
  • Have facility with verbal communication, experience or interest in retirement planning advice, a proactive results-focused approach, empathy, service orientation, frustration tolerance, cognitive ability, experience promoting financial services and providing customer service or advice, contact generation, and writing.

Responsibilities

  • Prospect for and identify customers.
  • Schedule appointments through telemarketing.
  • Provide personalized advice to customers by identifying their 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.
  • Perform routine assignments under direct supervision and detailed procedures, applying knowledge of routine work processes and completing standardized activities.
  • Exchange basic information with coworkers, resolve straightforward task-related problems, and select from a limited number of defined options.
  • Assess risk in business decisions, protect the firm's reputation and its clients and assets, comply with applicable laws, rules, and regulations, follow policy and sound ethical judgment, and transparently escalate, manage, and report control issues.

Desired Qualifications

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