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Citi

Runs banking and payments for global clients

Asesor Previsional Afore

Field SalesConfirmed live in the last 24 hours
Full-timePachuca, Hgo., MexicoNo salary listedIn-person

About the Job

Requirements

  • A completed high school diploma and at least one year of consultative sales experience in financial products or department-store sales.
  • Alternatively, incomplete or completed undergraduate study in an economics or business-administration area and at least three years of experience with an Afore, financial-product advising, or department-store sales.
  • Alternatively, a recent graduate with an undergraduate degree in an economics or business-administration area or engineering may qualify without experience.
  • At least one year of experience in promotion and consultative sales; financial products are desirable.
  • A GPA of 3.3 or higher.
  • Demonstrated analytical skills.
  • Clear and concise written and verbal communication skills.
  • Cooperation and focus in achieving group and client objectives.
  • Innovation and creativity in problem solving.
  • Quick thinking and attention to detail.
  • Experience and interest in retirement-planning advice.
  • Proactivity and results orientation.
  • Empathy and service orientation.
  • Tolerance for frustration and cognitive ability.
  • Experience promoting financial services and serving or advising clients.
  • Ability to generate contacts and write effectively.

Responsibilities

  • Prospect for and find clients.
  • Schedule appointments through telemarketing.
  • Provide personalized client advice by identifying client 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 role and company objectives.
  • Perform basic routine assignments under direct supervision and detailed procedures.
  • Apply knowledge of routine work-area procedures and complete standardized activities.
  • Exchange basic information with coworkers and resolve task-related problems in straightforward situations.
  • Select from a limited number of clearly defined options.
  • Assess risk in business decisions, protect the firm's reputation and client assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Desired Qualifications

  • At least three years of experience with an Afore.

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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