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Citi

Runs banking and payments for global clients

Asesor Previsional Afore

Field SalesConfirmed live in the last 24 hours
Full-timeMorelia, Michoacán, 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.
  • Incomplete or completed undergraduate studies in economic or administrative areas and at least three years of experience at an Afore, advising on financial products, or department-store sales.
  • Recent undergraduate graduate in an economic or administrative field or engineering; no experience is required for this route.
  • At least one year of experience in promotion and consultative sales; financial products experience is desirable.
  • Demonstrated analytical skills.
  • Written and verbal communication skills.
  • Cooperation and focus on achieving group and client objectives.
  • Innovative and creative problem-solving.
  • Quick thinking and attention to detail.
  • Experience and interest in retirement-prevision advising.
  • Proactive, results-focused approach.
  • Empathy and service orientation.
  • Tolerance for frustration and cognitive ability.
  • Experience promoting financial services and providing customer service or advice.
  • Ability to generate contacts and write clearly.

Responsibilities

  • Prospect and search for clients.
  • Schedule appointments through telemarketing.
  • Provide personalized advice to clients by identifying 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 role and company objectives.
  • Perform 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 straightforward task-related problems.
  • Select from a limited number of clearly defined options.
  • Assess risk in business decisions, protect the firm's reputation and the assets of Citigroup and its clients, 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 at 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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