.The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and 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 a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
**Responsibilities**:- Develop and implement sales plans to achieve all monthly and annual new asset referral targets- Interact with managers and directors to ensure ongoing communication regarding existing and future client needs- Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities- including legal, corporate, and regulatory- Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets- Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles- Resolve client complaints and issues promptly and efficiently**Qualifications**:- 2-5 years of relevant experience- Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10- Previous sales experience preferred- Ability to communicate with all levels of management- Extensive knowledge of financial and securities industry regulations- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements- Effective problem-solving and decision-making skills- Consistently demonstrates clear and concise written and verbal communication**Education**:- Bachelor's degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.Objetivos del puestoServicio telefónico y presencial para atender las necesidades operativas de los contratos de Casa de Bolsa.Requisitos, experiência y conocimiento laboral- Conocimientos financieros / económicos enfocados a inversiones.- Actitud de servicio.- Atención telefónica.- Administración y gestión a tramites de clientes.- Licenciatura Económica / Administrativa / Finanzas / Contaduría / ingenierías.- Contar con certificación AMIB (Figura 3).- Ingles Intermedio.- Orientación a resultados.- Buenas relaciones interpersonales.Habilidades y Competencias:- Actitud orientada al cliente- Voz agradable- Capacidad para Resolver problemas- Proactividad- Responsabilidad- Honestidad- Iniciativa- Trabajo bajo presión- Facilidad Matemática- Capacidad de Aprendizaje- Actitud positiva- Trabajo en equipo- Flexibilidad de horario.Funciones principales:- Atención telefónica y presencial a clientes.- Atención a campañas telefónicas- Validar correcta grabación de línea telefónica