The Field Sales Officer 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**:
- 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
- Build and maintain new and existing customer relationships
- Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers
- Achieve or exceed decided sales targets
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
**Qualifications**:
- Previous relevant experience in financial sales and customer service preferred
- Consistently demonstrates clear and concise written and verbal communication
- Proficient computer and technology skills
- Demonstrated sales skills




- Effective problem-solving and negotiation skills
- Demonstrated Influencing and relationship management skills
**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.
Funciones:
- Backup de gerencia en cuanto validación de quejas.
- Descargar de las herramientas de Consar y Condusef la recepción diaria.
- Dar números de asignación para asesores de quejas.
- Revisar los proyectos de respuesta de los asesores de quejas.
- Reportes y presentaciones a dirección.
Experiência:
- 2 años de experiência en temas regulatorios de afore (deseable Condusef y Consar)
- 2 años de experiência en negocio de afore
- Excel, Word, Power Point nível intermedio (tablas dinámicas, cruces de bases de datos, presentaciones)
Escolaridad: Deseable Licenciatura concluida
Horario: Lunes a viernes
Esquema: Híbrido**Job Family Group**:
Consumer Sales
- **Job Family**:
Field Sales
- **Time Type**:
Full time
- **Most Relevant Skills**
Please see the requirements listed above.
- **Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

📌 Banamex Analista de Quejas Afore (Ciudad de México)
🏢 Citi
📍 Ciudad de México