Citi

Runs banking and payments for global clients

Asesor Previsional Afore Intern

Field SalesConfirmed live in the last 24 hours

InternshipAcapulco, Guerrero, MexicoNo salary listedIn-person

About the Job

Requirements

A GPA of 3.3 or above is required.
Demonstrated analytical skills are required.
Clear and concise written and verbal communication skills are required.
Applicants must demonstrate cooperation and focus in achieving group and client objectives.
Applicants should demonstrate innovative and creative problem-solving, quick thinking, and attention to detail.
A completed high school diploma is required along with one year of consultative sales experience in financial products or department-store sales.
Alternatively, applicants may have an incomplete or completed bachelor's degree in an economics/business-administration area and at least three years of experience in an Afore, financial-product advising, or department-store sales.
Alternatively, recent bachelor's graduates in economics/business-administration fields or engineering may apply without experience.
At least one year of experience in promotion and consultative sales is required; financial products are desirable.
Three or more years of experience in an Afore is desirable.
Experience and interest in retirement-planning advice, promotion of financial services, customer service or advising, contact generation, and writing are sought.
Applicants should demonstrate verbal communication, initiative, results orientation, empathy, service orientation, tolerance for frustration, and cognitive ability.

Responsibilities

Perform basic, routine assignments under direct supervision and detailed procedures, applying routine work-area procedures and completing standardized activities.
Exchange basic information with coworkers, resolve straightforward task-related problems, and select from a limited number of clearly defined options.
Assess risk in business decisions, safeguard the firm's reputation and its clients and assets, comply with applicable laws, rules, and regulations, follow policy, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
Prospect for and search for clients.
Schedule appointments through telemarketing.
Provide personalized advice to clients by identifying their needs and offering suitable financial products and services.
Follow up with prospects and close sales.
Approach target clients with a value proposition and visit workplaces.
Develop strategies to achieve targets and meet or exceed position and company objectives.

Desired Qualifications

Experience promoting financial products is desirable.
Three or more years of experience with an Afore is desirable.

The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O&T

Responsibilities:

Performs most basic, routine tasks/assignments
Works under direct supervision with detailed procedures
May service a very limited number of products/services
Applies knowledge of routine work area procedures
Completes standardized activities
Exchanges basic information with other co-workers
Resolves task related problems in straightforward situations
Selects from a limited number of clearly defined options
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.

Qualifications:

GPA of 3.3 or above
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Cooperation and focus in achieving group and client objectives
Innovative and creative in solving problems
Quick thinking and detail oriented

Education:

Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year

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

ASESOR PREVISIONAL AFORE

Resumen de perfil de puesto:

El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.

Funciones:
Prospección y búsqueda de clientes
Programación de citas a través de telemarketing
Asesoría personalizada a clientes identificando sus necesidades
Seguimiento y cierre de venta
Abordar a clientes objetivo a través de una propuesta de valor
Visitas a centros laborales
Desarrollar estrategias para el alcance de metas
Lograr o superar los objetivos del puesto y de la Empresa

Habilidades:
Facilidad de palabra y comunicación
Experiencia y gusto por la asesoría previsional
Proactivo con enfoque a resultados
Empático
Orientación de servicio
Tolerancia a la frustración
Capacidad cognoscitiva
Experiencia en la promoción de servicios financieros
Experiencia en atención y/o asesorías
Generación de contactos
Redacción

Requisitos:

Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales.
Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de Experiencia en alguna Afore y/o Asesoría en productos financieros o ventas en tiendas departamentales.
Recién egresado de Licenciatura en área económico administrativa e ingenierías, sin experiencia.

Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
Deseable con 3 o más años de Experiencia en alguna Afore.

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Job Family Group:

Management Development Programs

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Job Family:

Intern

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Time Type:

Full time

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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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