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AF/ Asesor/a Previsional de Afore para Celaya, Acapulco, Chilpancingo, Zamora, Mich.
AF/ Asesor/a Previsional de Afore para Celaya, Acapulco, Chilpancingo, Zamora, Mich.-April 2024
Celaya
Apr 2, 2026
About AF/ Asesor/a Previsional de Afore para Celaya, Acapulco, Chilpancingo, Zamora, Mich.

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

  Descripción de puesto adicional

  El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.

  Funciones:

  Prospección y búsqueda de clientes

  Programación de citas a través de telemarketing

  Asesoría personalizada a clientes identificando sus necesidades

  Seguimiento y cierre de venta

  Abordar a clientes objetivo a través de una propuesta de valor

  Visitas a centros laborales

  Desarrollar estrategias para el alcance de metas

  Lograr o superar los objetivos del puesto y de la Empresa

  Habilidades:

  Facilidad de palabra y comunicación

  Experiencia y gusto por la asesoría previsional

  Proactivo con enfoque a resultados

  Empático

  Orientación de servicio

  Tolerancia a la frustración

  Capacidad cognoscitiva

  Experiencia en la promoción de servicios financieros

  Experiencia en atención y/o asesorías

  Generación de contactos

  Redacción

  Requisitos:

  Bachillerato concluido o Licenciatura concluida/trunca deseable.

  Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.

  Job Family Group:

  Consumer Sales

  Job Family:

  Field Sales

  Time Type:

  Full time

  Citi is an equal opportunity and affirmative action employer.

  Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

  View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

  View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  Citi is an equal opportunity and affirmative action employer.

  Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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