The Field Sales Representative is an entry-level 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**:
- Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
- Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to existing customers
- Analyze new and existing client interests, problems, and potential need for new products and services
- Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
- Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs
- Achieve or exceed decided sales targets set by management
- Adhere to strict laws and regulations governing Telesales practices in a complex sales environment
**Qualifications**:
- 2-4 years of relevant experience
- Previous experience in financial sales preferred
- Proficient computer and technology skills
- Consistently demonstrates clear and concise written and verbal communication
- Working knowledge of relevant financial regulations
- Effective problem-solving and negotiation skills
- Demonstrated Influencing and relationship management skills
**Education**:
- High School diploma or equivalent
This job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.
ÚNETE A NUESTRO EQUIPO
Y ayúdanos a promover el progreso y el crecimiento económico
Forma parte de lo mejor de México, lo mejor del mundo
Promotor de Tarjetas de Crédito
Lugar de trabajo: Ciudad de Playa del Carmen
Actividad: Promoción y venta de tarjetas de crédito en puntos fijos de venta (NO cambaceo), servicio a clientes y trámite, seguimiento pre y post venta.
Deseable:
- Experiência de 1 a 2 años en ventas (en asesoría, venta de productos y/o servicios financieros)
- Facilidad para el manejo de dispositivos (Tableta/IPAD).
- Estudios mínimos: Bachillerato CONCLUIDO - Comprobable
- Disponibilidad de horario rotativo y para laborar fines de semana, con 1 día de descanso entre semana
Ofrecemos:
Contratación en nómina directa del Grupo Financiero
Sueldo bruto base competitivo + Bono por desempeño trimestral
Tipo de plaza: Fija -Planta (Periodo de prueba y posterior planta)
Prestaciones bancarias (superiores a la de la ley)
Plan de carrera y desarrollo
- **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.
View the "**EEO is the Law**" poster.
View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting