Asesor de retención afore

Citi; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Una institución financiera busca un Representante de Ventas de Campo en Ciudad de México. Esta posición de nivel inicial implica cumplir objetivos de ventas de productos financieros y desarrollar relaciones con los clientes. Se requiere una diploma de educación secundaria y habilidades en ventas y comunicación. Los candidatos ideales demostrarán experiencia en ventas y habilidades de telemercadeo. Ofrecemos un ambiente dinámico y diversas oportunidades de desarrollo profesional en un entorno inclusivo.

Formación

• Experiencia previa en ventas de campo preferida.
• Habilidades de comunicación escrita y verbal claras y concisas.
• Capacidad para identificar las necesidades del cliente.

Responsabilidades

• Servir cuentas existentes y establecer nuevas cuentas.
• Proveer información y asesoría sobre productos a clientes.
• Identificar oportunidades de venta cruzada.
• Alcanzar o exceder metas de ventas.

Conocimientos

Experiencia en ventas

Habilidades de comunicación

Relación con el cliente

Telemercadeo

Educación

Diploma de escuela secundaria o equivalente

Herramientas

Paquetería de Office

Descripción del empleo

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
• 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

• 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

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

Habilidades técnicas

• Experiencia mínima de 2 años en ventas, Telemercadeo, Retención de clientes.
• Deseable conocimiento en Administración de Fondos para el Retiro o Inversiones
• Paquetería de Office (básico - Intermedio)
• Cumplimiento de metas por objetivos
• Habilidades de Telemercadeo y servicio vía telefónica.

Habilidades blandas

• Facilidad de palabra
• Resolución de problemas
• Comunicación asertiva y persuasiva
• Adaptación al cambio
• Enfoque a resultados
• Orientación al cliente
• Autogestión

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.