The Field Sales Team Lead is an entry level position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales support activities in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to assist team in meeting sales targets.

Responsibilities

Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members

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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications

Previous relevant experience preferred

Experience in financial sales, customer service and management required

Proficient computer skills

Proactive leadership and motivational skills





Consistently demonstrates clear and concise written and verbal communication

Creative problem solving and decision-making skills

Education

Bachelor’s degree/University degree or equivalent experience

Funciones

Gestionar equipo de asesores en área comercial de AFORE.

Negociar y ejecutar estrategias con socios comerciales internos y clientes externos.

Garantizar cumplimiento de metas.

Desarrollar, capacitar y acompañar a la fuerza de ventas.

Dar cumplimiento a la normatividad y temas regulatorios

Experiencia

Manejo de office (Excel intermedio, Powerpoint intermedio)

2 años de experiencia en manejo de equipo de ventas indispensable.

2 a 5 años de experiencia en ventas, deseable productos financieros.

Educación

Licenciatura o experiencia equivalente.

Habilidades

Liderazgo, comunicación, negociación, orientación a resultados.

Gusto por servicio

Proactivo, vibrante

Facilidad de palabra

Lugar de trabajo: Zacatecas

100% presencial

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.

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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📌 Coordinador de Afore (El Santuario)
🏢 Citigroup
📍 El Santuario