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

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


 

DESCRIPCIÓN DE PUESTO

Ser líder de un equipo de alto desempeño, cuyo principal objetivo es que su equipo  genere experiencias extraordinarias positivas, a través de la colocación de productos y servicios, en apegado a políticas y procesos, tanto de la institución como del socio comercial

Responsabilidades del puesto:

• Liderar el equipo de asesores de venta en diferentes localidades, puntos de venta y Socios Comerciales
• Visitar y gestionar integralmente la zona asignada, llevando el control de procesos y la implementación de estrategias
• Dar seguimiento puntual a los indicadores claves para la detección, retroalimentación y mejora del equipo de trabajo
• Trabajar en equipo con lideres de los Socios Comerciales para el establecimiento de estrategias y acciones que logren los objetivos del negocio
• Brindar acompañamiento, coaching y retroalimentación a los asesores de venta referente a procesos, política, características y beneficios de los productos ofertados
• Asegurar que las estrategias de venta y cobertura se apliquen, administrar los recursos materiales y mantener la rotación en indicadores bajos
• Asegurar y cumplir con los procesos, políticas, leyes y regulaciones que rigen las prácticas de venta, dirigiéndose con ética y estricto apego, así como evaluar riesgos de acuerdo a los lineamientos de la institución

REQUISITOS DEL PUESTO (PERFIL)

Escolaridad:

Licenciatura concluida

Experiencia laboral:

Experiencia en ventas

Gestión de equipos de trabajo

Conocimientos:

Conocimientos básicos de productos financieros

Administración de personal

Gestión de operación

Conocimientos tecnológicos:

Manejo de Microsoft Office y Outlook

Disponibilidad para viajar

Tiempo de experiencia:

3 a 4 años en ventas

Paquete de beneficios:

• Salario mensual:
• Aguinaldo
• Vacaciones
• Prima vacacional
• PTU
• Seguros (GMM –Vida –Auto)
• Convenios
• Plataformas de aprendizaje
• Oportunidad de Crecimiento
• Compensación variable anual

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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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.

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