Citi

Runs banking and payments for global clients

Field Sales Team Lead

Field SalesConfirmed live in the last 24 hours

Full-timeUruapan, Michoacán, MexicoNo salary listed

About the Job

Requirements

Experience in financial sales, customer service, and management is required.
At least two years of experience managing a sales team is required.
Intermediate Excel and PowerPoint skills are required.
Proficient computer skills are required.
Proactive leadership and motivational skills are required.
Clear and concise written and verbal communication skills are required.
Creative problem-solving and decision-making skills are required.
A bachelor's/university degree or equivalent experience is required; a licenciatura or equivalent experience is also stated.
Negotiation skills and results orientation are required.
A customer-service orientation is required.

Responsibilities

Provide leadership and direction to a team of employees to deliver sales support activities in coordination with the Consumer Sales team.
Manage a team of advisors in the AFORE commercial area.
Conduct performance evaluations, make compensation decisions, hire and discipline team members, and terminate employment when necessary.
Service existing accounts and establish new accounts at designated locations or within assigned geographical coverage areas to increase bank revenue.
Proactively approach Citi clients to identify their needs, understand their requirements, and interest them in Citi products.
Provide advice and product information to clients, outlining features and benefits.
Identify cross-selling opportunities for other products.
Achieve or exceed sales targets.
Negotiate and execute strategies with internal commercial partners and external clients.
Develop, train, and support the sales force.
Ensure compliance with applicable regulations and requirements.
Assess risk in business decisions, safeguard the firm's reputation and assets, comply with applicable laws, rules, policies, and ethical standards, and escalate, manage, and report control issues transparently.
Supervise others' activities and hold accountable those who do not maintain required standards.

Desired Qualifications

Two to five years of sales experience is desirable, preferably involving financial products.
Previous relevant experience is preferred.

The Field Sales Team Lead is an entry level position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales support activities in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to assist team in meeting sales targets.

Responsibilities:

Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members
Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products
Provide advice and product information to Citi clients as appropriate, outlining features and benefits
Identify cross-selling opportunities to sell other products
Achieve or exceed decided sales targets
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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

Previous relevant experience preferred
Experience in financial sales, customer service and management required
Proficient computer skills
Proactive leadership and motivational skills
Consistently demonstrates clear and concise written and verbal communication
Creative problem solving and decision-making skills

Education:

Bachelor’s degree/University degree or equivalent experience

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

Funciones:

Gestionar equipo de asesores en área comercial de AFORE.
Negociar y ejecutar estrategias con socios comerciales internos y clientes externos.
Garantizar cumplimiento de metas.
Desarrollar, capacitar y acompañar a la fuerza de ventas.
Dar cumplimiento a la normatividad y temas regulatorios

Experiencia:

Manejo de office (Excel intermedio, Powerpoint intermedio)
2 años de experiencia en manejo de equipo de ventas indispensable.
2 a 5 años de experiencia en ventas, deseable productos financieros.

Educación:

Licenciatura o experiencia equivalente.

Habilidades:

Liderazgo, comunicación, negociación, orientación a resultados.
Gusto por servicio
Proactivo, dinámico
Facilidad de palabra

Lunes a Sábado

30% oficina 70% campo

100% presencial

Favor de adjuntar CV actualizado

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

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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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