Field Sales Intmd Officer - Monterrey

Citi Handlowy

Not specified
Develop and implement sales plans
Interact with managers and directors
Execute integrated sales strategies
Citi Handlowy is seeking a Field Sales Intermediate Officer in Monterrey to drive customer service and sales of financial products. The ideal candidate will have 2-5 years of relevant experience in sales, strong communication skills, and the necessary financial licenses

Job Summary

  • The Field Sales Intmd Officer is responsible for meeting sales targets for financial products and services within their assigned district.
  • The role requires developing and executing integrated sales and marketing strategies aligned with broader sales goals.
  • Employees must ensure adherence to legal, corporate, and regulatory procedures to safeguard client and bank assets.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Field Sales Intermediate Officer in Monterrey to drive customer service and sales of financial products. The ideal candidate will have 2-5 years of relevant experience in sales, strong communication skills, and the necessary financial licenses.

Skills & Requirements

Must-have

  • Develop and implement sales plans
  • Interact with managers and directors
  • Execute integrated sales strategies
  • Adhere to operational controls
  • Monitor investment consultant activities
  • Resolve client complaints efficiently

Nice-to-have

  • Ability to work under pressure
  • Effective problem-solving skills
  • Clear written and verbal communication
  • Demonstrates ethical judgment

Key Requirements

  • 2-5 years of relevant experience
  • Series 7 license required
  • Series 63 license required
  • Series 66 license required
  • Series 24 or 9/10 license required
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter