Senior Wealth & Field Banking Advisor

Citi; A distancia; MXN 1,079,000 - 1,440,000; Jornada completa

Descripción de la vacante

A major financial services firm is seeking a Field Sales Lead Officer in Guanajuato to provide customer service assistance and meet sales targets for financial products. The ideal candidate will have 6-10 years of relevant experience and required certifications such as Series 7, Series 63, and Series 65. Responsibilities include analyzing sales reports, developing strategies, and maintaining client relationships. This full-time role offers the opportunity to work from home and manage budgets while ensuring compliance.

Formación

• 6-10 years of relevant experience required.
• Required licenses include Series 7, Series 63, and Series 65.
• Project Management experience preferred.

Responsabilidades

• Assist in developing product-level strategies to achieve the financial plan.
• Responsible for the execution of credit initiatives.
• Analyze sales reports and implement action plans.

Conocimientos

Sales/Credit experience

Field Sales and/or client development experience

Excellent communication skills

Ability to work under pressure

Negotiation skills

Empathy

Proficiency in Excel

Educación

Bachelor's degree or equivalent experience

Master's degree preferred

Descripción del empleo

A major financial services firm is seeking a Field Sales Lead Officer in Guanajuato to provide customer service assistance and meet sales targets for financial products. The ideal candidate will have 6-10 years of relevant experience and required certifications such as Series 7, Series 63, and Series 65. Responsibilities include analyzing sales reports, developing strategies, and maintaining client relationships. This full-time role offers the opportunity to work from home and manage budgets while ensuring compliance.