Oportunidades Afore - Asesor Previsional (Monterrey)

The Field Sales Representative is an entry-level position responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities

• 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.

Qualifications

• Previous relevant Field Sales experience preferred.
• Consistently demonstrates clear and concise written and verbal communication.
• Influencing and relationship management skills.
• Exhibit the ability to identify and recognize customer needs.

Education

High School diploma or equivalent.

ASESOR PREVISIONAL AFORE

Resumen de perfil de puesto

El Asesor Previsional es un puesto responsable de dar asesoría de manera integral a sus clientes 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.

Responsabilidades

• Brindar servicio a las cuentas existentes y establecer nuevas cuentas en la ubicación geográfica designada.
• Mantener acercamiento de manera proactiva con los clientes a fin de identificar sus necesidades.
• Proporcionar asesoría e información sobre el producto Afore.
• Dar cumplimiento a los objetivos del Negocio.

Requisitos deseables

• Licenciatura concluida o trunca en area económico administrativas.
• Experiencia en promoción y venta consultiva, deseable en productos financieros y/o afore.

Estamos contratando en las siguientes localidades

• CDMX Y ESTADO DE MEXICO
• QUERETARO
• SAN LUIS POTOSI
• ZACATECAS
• RECIENTE LEON
• Monterrey
• Cumbres
• Apodaca
• San Nicolas
• TAMAULIPAS
• Nuevo Laredo
• QUINTANA ROO
• Cozumel
• Cancún
• BAJA CALIFORNIA y B.C SUR
• Tijuana
• La Paz
• Los cabos
• JALISCO
• Guadalajara
• SINALOA
• Culiacán
• SONORA
• Hermosillo

Job Family Group

Consumer Sales

Job Family

Field Sales

Time Type

Full time

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.