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Open nowPosted 2 days ago

Banamex Coordinador de Seguros y Atención a Sucursales

Citi4,353 open roles

Where
Irapuato Guanajuato Mexico
Work mode
Hybrid
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Your applicationOpen nowBanamex Coordinador de Seguros y Atención a SucursalesCiti · Irapuato Guanajuato Mexico

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The clock on this job

Early applications get read.

7.4% of postings close within 7 days. Measured by our own scanner across the market. Citi postings stay open a median of 24 days.

Share of postings closed within
  1. 1.5%1 day
  2. 3.5%3 days
  3. 7.4%7 days
  4. 13.2%14 days
  5. 34.5%30 days
This job: posted 2 days ago

Citi median: 24 days open

The posting

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.

Responsibilities:

  • Develop and implement sales plans to achieve all monthly and annual new asset referral targets
  • Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
  • Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
  • including legal, corporate, and regulatory
  • Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
  • Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
  • Resolve client complaints and issues promptly and efficiently
  • 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:

  • 2-5 years of relevant experience
  • Required 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 manage deadlines or unexpected changes in expectations or requirements
  • Effective problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication

Education:

  • Bachelor’s degree/University degree or equivalent experience

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

Lic Económico administrativa

Excel intermedio

Experiencia en colocación de Seguros Vida y Daños (indispensable)

Experiencia en Áreas comerciales

Interacción con clientes

Ventas

Trabajo de campo

Disponibilidad para viajar

Comprensión y análisis de información.

Alto nivel de comunicación

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

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