Job Title

The Field Sales Intmd Officer is an intermediate 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.ResponsibilitiesDevelop and implement sales plans to achieve all monthly and annual new asset referral targetsInteract with managers and directors to ensure ongoing communication regarding existing and future client needsDevelop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activitiesIncluding legal, corporate, and regulatoryEnsure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assetsMonitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddlesResolve client complaints and issues promptly and efficientlyAppropriately 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.Qualifications2-5 years of relevant experienceRequired licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10Previous sales experience preferredAbility to communicate with all levels of managementExtensive knowledge of financial and securities industry regulationsAbility to work under pressure and manage deadlines or unexpected changes in expectations or requirementsEffective problem-solving and decision-making skillsConsistently demonstrates clear and concise written and verbal communicationEducationBachelor’s degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.El Coordinador de Seguros El Coordinador de Seguros tiene como objetivo asegurar el cumplimiento de las metas comerciales de seguros en el Distrito mediante la capacitación, acompañamiento, supervisión y seguimiento operativo de ejecutivos y equipos en sucursal. Es responsable de fortalecer las capacidades comerciales del personal, impulsar la correcta ejecución de los procesos de venta, garantizar el conocimiento y ofrecimiento adecuado de los productos, y dar visibilidad oportuna del avance a la Gerencia de Sucursal y Dirección Distrital. Asimismo, promueve la mejora continua a través de visitas periódicas, sesiones de evaluación, establecimiento de compromisos y la integración de buenas prácticas comerciales.Revisión de plan de trabajo, objetivos y compromisos con el Gerente de sucursal.Conocer los números y avance del equipo en sucursalAcompañamiento con ejecutivos PYMEAcompañamiento con ejecutivos PriorityEstablecimiento de compromisos y acuerdos con el equipo de sucursal y gerenteRequisitos3 años de experiencia en manejo de sucursales en el área comercial y en la institución.Facilidad para comunicar estrategias y objetivos.Manejo de planes de trabajo y los avances correspondientes.Facilidad de Coaching individual y de grupo.Modelaje en atención al cliente.Elaboración y envió de reportes.Manejo de Excel.Capacidad para dar seguimiento a acuerdos.Disponibilidad para viajar.Job Family Group Consumer SalesJob Family Field SalesTime Type Full timeMost 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.#J-18808-Ljbffr