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CategoryConsumer Sales
Job typeFull Time
The Field Sales Representative 4 is an entry-level 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.

  • Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
  • Analyze existing Citi client's interests, problems, and potential need for new products and services
  • Build and maintain new and existing customer relationships
  • Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
  • Continue to seek and maintain product and service knowledge
  • Remain current on applicable regulations by attending internal training programs
  • Follow commercial strategies to achieve or exceed sales targets set by management
  • 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.

  • 1-3 years of relevant experience
  • Previous experience in financial sales preferred
  • Proficient computer and technology skills
  • Consistently demonstrates clear and concise written and verbal communication
  • Working knowledge of related financial regulations
  • Effective problem-solving and negotiation skills as well
  • Demonstrated Influencing and relationship management skills

  • High School diploma or equivalent

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

Estamos creciendo y buscamos Talento con Experiencia

Ejecutivas(os) Previsionales y de Servicios Financieros

¡¡¡Si has trabajado en Aseguradoras, Afores, Financieras aquí tenemos un lugar para ti!!!

Vacante en Chetumal


Deseable Licenciatura concluida o Trunca

Necesario Bachillerato concluido, comprobable

Disponibilidad para trabajar tiempo completo en campo, prospección de clientes y visitas a empresas

Necesario al menos de 2 a 3 años de experiencia en venta consultiva y prospección de clientes.

Necesario, manejo de tecnología Digital (Smart Phone, Tabletas etc.)

Actividades del Puesto:
  • Labor de Prospección de Clientes
  • Asesoría integral de Afore y otros Productos Financieros y Cierre de Ventas.
  • Estar constantemente actualizado en regulación del mercado de las Afores y en procesos comerciales.
  • Atención de clientes y prospectos con los más altos estándares de calidad y servicio.
  • Manejo de Técnicas de Ventas Consultivas.
  • Atención de objeciones
  • Detección de oportunidad para venta cruzada

  • Sueldo base competitivo
  • Prestaciones superiores a las de la ley
  • Seguro de hogar, vida y defunción sin costo, así como otros seguros a precios preferenciales
  • Excelente pago de incentivos
  • Crecimiento profesional y capacitación constante


Habilidades necesarias
  • Actitud de Servicio.
  • Orientación a resultados
  • Crea valor para los clientes
  • Altos estándares Éticos
  • Adaptación al cambio
  • Pensamiento estratégico

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 .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

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