Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales
- Salary
- Not Disclosed
- Location
- Puebla Puebla Mexico
- Work arrangement
- On-site
- Experience
- Experience in financial sales, customer service and management required
- Education
- Bachelor’s degree/University degree or equivalent experience
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Role Summary
Entry-level Field Sales Team Lead role providing leadership and direction to a team that delivers sales support activities in coordination with the Consumer Sales team, with the aim of ensuring seamless support services to Citi clients and helping the team meet sales targets.
What You'll Do
- 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
- Proactively approach Citi clients to establish real needs and interest them in Citi’s products
- Provide advice and product information to Citi clients, outlining features and benefits
- Identify cross-selling opportunities to sell other products
- Achieve or exceed decided sales targets
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Entry-level field sales team lead role requiring financial sales, customer service and management experience, plus a bachelor’s degree or equivalent experience.
Required
- Experience in financial sales, customer service and management
- Bachelor’s degree/University degree or equivalent experience
- Proficient computer skills
- Proactive leadership and motivational skills
- Clear and concise written and verbal communication
- Creative problem solving and decision-making skills
Preferred
- Previous relevant experience
Original job description
Content provided by the employer
Original job description
Content provided by the employer
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.
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Field Sales------------------------------------------------------
Time Type:
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.