The Field Sales Representative 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.

Responsibilities

Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products

Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to existing customers

Analyze new and existing client interests, problems, and potential need for new products and services

Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications

Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs

Achieve or exceed decided sales targets set by management

Adhere to strict laws and regulations governing Telesales practices in a complex sales environment

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

2-4 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 relevant financial regulations

Effective problem-solving and negotiation skills

Demonstrated Influencing and relationship management skills

Education

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.

Job Family Group
Consumer Sales

Job Family
Field Sales

Time Type
Full time

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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