Location
field, Queretaro, QUE, Mexico
Commitment
Full Time
Level
Junior (<2 years)
Required skills
Job Description
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
- 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:
- 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.
Job Family Group:
Consumer Sales
Job Family:
Field Sales
Time Type:
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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.
Ready to join the team?
Apply nowOver 200,000 job seekers trust us
Frequently Asked
Questions
finding your next role
How does Global Work AI apply to jobs without spamming?
Global Work AI only applies to roles that closely match your experience, seniority, and career goals. Each application is personalized and submitted intentionally-one role at a time-so it looks human, relevant, and never spammy.Is Global Work AI safe for my professional reputation?
Yes. Protecting your professional reputation is built into the product. We avoid mass applications, irrelevant roles, and generic language. Every application is tailored to the role and designed to reflect how a strong candidate would apply manually.Do I need a “perfect” resume to use Global Work AI?
No. You don’t need a perfect resume to get started. Global Work AI uses your existing resume to build a Candidate Profile, then adapts your resume for each role-highlighting what matters most.What will my resume and cover letter look like before they’re submitted?
You stay fully in control. Before anything is submitted, you can review how your resume and cover letter are tailored for the role-clear, focused, and aligned with the job description.Will recruiters be able to tell that I used AI to apply?
No. Applications are designed to look natural and intentional. Because each one is role-specific and personalized, they don’t resemble the generic or automated submissions that recruiters are accustomed to filtering out.What if I’m not satisfied with Global Work AI?
We want you to feel confident trying Global Work AI. If you’re not satisfied, you can rely on our Money-Back Guarantee. Contact our support team at contact@globalwork.ai , and we’ll assist you.