Field Sales Officer – Financial Solutions (Mid)

Citi; New York (NY); On-site; USD 35,000 - 58,000; Full time

Job summary

Citi is seeking a Banamex Field Sales Intmd Officer in Mexico City to provide client service and meet sales targets for financial products within the assigned district, in coordination with the Consumer Sales team.

This intermediate role uses broad product knowledge to build relationships, identify needs, and match Citi offerings while adhering to legal, corporate, and regulatory procedures and maintaining the highest standards of integrity.

Qualifications

• 2-5 years of relevant experience.
• Licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10.
• Previous sales experience preferred.
• Ability to communicate with all levels of management.
• Extensive knowledge of financial and securities industry regulations.
• Ability to work under pressure and meet deadlines.
• Effective problem-solving and decision‑making skills.
• Clear and concise written and verbal communication.

Responsibilities

• Develop and implement sales plans to achieve monthly and annual new asset referral targets.
• Interact with managers and directors to align client needs.
• Develop and execute integrated sales and marketing strategies aligned to goals.
• Ensure adherence to legal, corporate, and regulatory procedures for safety of client assets.
• Monitor improvement of investment consultant activities including targets and compliance.
• Resolve client complaints promptly and efficiently.
• Escalate and manage control issues with transparency.

Skills

Experience in financial sales

Licensing: Series 7, 63, 66, and 24/9/

Education

Bachelor’s degree

Job description

Citi is seeking a Banamex Field Sales Intmd Officer in Mexico City to provide client service and meet sales targets for financial products within the assigned district, in coordination with the Consumer Sales team.

This intermediate role uses broad product knowledge to build relationships, identify needs, and match Citi offerings while adhering to legal, corporate, and regulatory procedures and maintaining the highest standards of integrity.