Sales Associate

Citigroup's story is well known - the first financial services company in the United States to bring together banking, insurance, investments and e-commerce, under one-umbrella. Our major brands are Citibank, CitiFinancial, Primerica, and Salomon Smith Barney. Citigroup's 270,000 employees manage 190 million customer accounts across more than 100 countries. As one of the largest financial services companies in the world, Citigroup is diverse and expansive - globally, ethnically and intellectually. We are proud to be recognized as one of the 100 Best Companies for Working Mothers (Working Mother Magazine) and one of the top US Companies for Asians, Blacks and Hispanics (Fortune Magazine). Citigroup is a company for people who want to make a difference, and who thrive in an environment of change, challenge and competition. Citigroup is an Equal Opportunity Employer M/F/D/V.



Sales Associate - 401(k) Products Department

 

Join the 401(k) Products, Sales Development Team to help support and train Smith Barney Financial Advisors in the sales and service of 401(k) and other qualified plan product services.

 Assist assigned Divisional Sales Director(s) in all aspects of their responsibilities including:

  - Scheduling branch and individual Financial Advisor presentations 

  - Regional /divisional meeting planning - includes site search, contract negotiations, agenda

  development,inviation cordination, compliance review on-site execution, billing etc.

  - Dissemination of ideas/information to Financial Advisors through regular e-mail and mailingsSupport other Divisional Sales Directors and Specialists when necessary Provide sales and marketing support via the phone for Financial Advisors and prospects including assistance with product selection and plan design considerations Troubleshooting guidance and suggestions on specific client situations and referral of the Financial Advisors to the appropriate service provider for resolution as necessary Provide feedback to Marketing and Product groups regarding service and product enhancement opportunities

 



The ideal candidate will come from a 401(k) focused sales desk or 401(k) product management area at a Mutual Fund or Insurance Company.

 B.A/B.S required Licenses:-  Series 6 or 7 (if not, must obtain within the first 12 months of employment). 

   -  State insurance license (if not, must obtain within the first 18 months of employment) 2-5 years related retirement experience Excellent communication skills Microsoft Office proficiency