Wealth Management Field Sales Advisor

Citi; Pachuca; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial institution in Pachuca is seeking a Field Sales Intermediate Officer to provide customer service and meet sales targets for financial products. This role requires 2-5 years of sales experience and knowledge of financial regulations. Candidates should possess excellent communication skills and the ability to work under pressure. This position includes the opportunity to develop and implement sales strategies while addressing client needs effectively.

Formación

• 2-5 years of relevant experience in sales or similar.
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10.
• Extensive knowledge of financial and securities regulations.

Responsabilidades

• Develop and implement sales plans to achieve targets.
• Interact with management for ongoing communication with clients.
• Resolve client complaints efficiently.

Conocimientos

Customer service assistance

Sales planning

Problem-solving skills

Communication skills

Knowledge of financial regulations

Educación

Bachelor's degree or equivalent

Descripción del empleo

A leading financial institution in Pachuca is seeking a Field Sales Intermediate Officer to provide customer service and meet sales targets for financial products. This role requires 2-5 years of sales experience and knowledge of financial regulations. Candidates should possess excellent communication skills and the ability to work under pressure. This position includes the opportunity to develop and implement sales strategies while addressing client needs effectively.