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Financial Sales Assistant Jobs in Puerto Rico (NOW HIRING)

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Retail Sales Associate - Part Time

Penuelas, PR · On-site

$14.75 - $16.75/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

New

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Retail Sales Associate - Part Time

Toa Baja, PR · On-site

$12.25 - $14.25/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Caguas, PR · On-site

$14.75 - $16.75/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Carolina, PR · On-site

$13.25 - $15.25/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Juncos, PR · On-site

$14.75 - $17/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

San German, PR · On-site

$14.75 - $17/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

New

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Retail Sales Associate - Part Time

Cidra, PR · On-site

$14.25 - $16.50/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Aguada, PR · On-site

$14.25 - $16.50/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

New

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Retail Sales Associate - Part Time

Bayamon, PR · On-site

$12.75 - $14.50/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Cayey, PR · On-site

$14.25 - $16.25/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Hatillo, PR · On-site

$12.75 - $14.50/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

New

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Retail Sales Associate - Part Time

San Juan, PR · On-site

$12.25 - $14/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Cabo Rojo, PR · On-site

$14 - $16/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Fajardo, PR · On-site

$14.25 - $16.50/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

San Juan, PR · On-site

$12.25 - $14/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Aguadilla, PR · On-site

$13.50 - $15.50/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

New

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Retail Sales Associate - Part Time

San Juan, PR · On-site

$10 - $11.50/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Retail Sales Associate - Part Time

Las Piedras, PR · On-site

$15 - $17.25/hr

Store employees maintain well-stocked inventory, assist customers with product selection, and ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Showing results 21-40

All JobsFinancial Sales JobsFinancial Sales Assistant JobsFinancial Sales Assistant Jobs in Puerto Rico

Financial Sales Assistant information

What is a financial sales assistant?

Financial Sales Assistants are professionals who support financial advisors, brokers, or sales teams in managing client accounts and delivering financial products or services. Their responsibilities often include scheduling meetings, preparing documents, responding to client inquiries, processing transactions, and ensuring compliance with industry regulations. By handling administrative and customer service tasks, they help financial professionals focus on building relationships and generating sales. Financial Sales Assistants play a crucial role in maintaining smooth operations within financial firms and enhancing client satisfaction.

What does a financial sales assistant do?

A Financial Sales Assistant plays a key role in supporting financial advisors by preparing client documents, scheduling meetings, and managing account information. They often serve as a primary point of contact for clients, answering routine inquiries and helping resolve administrative issues. Daily responsibilities include processing transactions, updating client records, and ensuring compliance with industry regulations. Collaboration with advisors and other team members is essential to provide seamless service and help maintain strong client relationships, making organizational and communication skills crucial for success in this role.

What skills and qualifications are needed to be a financial sales assistant?

To thrive as a Financial Sales Assistant, you need strong numerical proficiency, attention to detail, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with CRM software, financial analysis tools, and Microsoft Office Suite is typically required. Outstanding interpersonal skills, organization, and the ability to communicate complex financial information clearly help individuals excel in this role. These skills and qualities are crucial for supporting sales teams, ensuring accurate client information, and maintaining efficient operations in a competitive financial environment.

What is the difference between Financial Sales Assistant vs Financial Advisor?

AspectFinancial Sales AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentSupport role in banks, financial firms, or insurance companiesClient-facing role providing personalized financial planning
Employer & IndustryFinancial institutions, banks, insurance companiesFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding support roles in finance, entry-level positionsSeeking personalized financial advice, career in financial planning

The main difference is that a Financial Sales Assistant provides support and administrative assistance within financial firms, often with minimal licensing, while a Financial Advisor offers personalized financial planning and investment advice, requiring relevant certifications. Both roles are integral to the finance industry but serve different functions and client engagement levels.

Is a financial sales assistant a good career?

A financial sales assistant is a role that involves supporting financial advisors and selling financial products, requiring strong communication and sales skills. It can offer opportunities for career growth, industry certifications, and experience in finance, but job satisfaction depends on individual interests and the work environment.

What are the most commonly searched types of Financial Sales jobs in Puerto Rico?

The most popular types of Financial Sales jobs in Puerto Rico are:

What are popular job titles related to Financial Sales Assistant jobs in Puerto Rico?

For Financial Sales Assistant jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Financial Sales Assistant jobs in Puerto Rico look for?

The top searched job categories for Financial Sales Assistant jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Financial Sales Assistant jobs?

Cities in Puerto Rico with the most Financial Sales Assistant job openings:

Financial Sales Assistant jobs near you

Advisor, Remote Network (Sales Concierge)

Oriental Bank

Bayamon, PR • On-site

Full-time

Re-posted 24 days ago

Key responsibilities

  • Manage high-value customer relations by offering tailored solutions and providing a personalized experience.

  • Assist clients with banking transactions, service requirements, and provide financial solutions to meet their needs.

  • Follow up on open issues, referrals, or consultations to ensure resolution and customer satisfaction.

Job description

Join our dynamic team as an Advisor, Retail Channels (Concierge), where you will serve our high-end customers with a sharp and professional business approach. Your role will be pivotal in increasing revenues and expanding our portfolio by building goodwill and customer loyalty. You will make our high-end customers feel pampered and eager to deepen their relationship with us due to their satisfaction. Position works onsite based in Bayamon, PR.

Key Responsibilities:

  • Customer Relations:Manage high-value customer relations by offering tailored solutions that meet their true needs, providing a personalized and caring experience.

  • Banking Transactions:Assist clients with their banking transactions and service requirements while building relationships and identifying financial needs.

  • Exceed Expectations:Anticipate and resolve client requests with the goal of exceeding expectations, regardless of the size of the request. Comply with and exceed engagement and service level performance targets.

  • Customer Awareness:Ensure high-value customers are aware of all the services we offer to enhance their financial lives. Develop creative solutions to complex challenges presented by customers.

  • Decision Making:Be willing to assume risk and make critical decisions when urgency arises.

  • Relationship Building:Cultivate strong, authentic, and trusted relationships with high-value customers. Grow relationships, generate additional product bonding, and obtain referrals from satisfied customers.

  • Re-engagement:Re-engage inactive high-value customers. Call on prospective and existing customers to develop professional relationships and solicit new business. Follow up after the initial service or sales encounter.

  • Service Solutions:Promptly solve service issues, provide financial solutions, and offer expert advice to meet customer needs.

  • Customer Ownership:Position yourself as the customer owner by ensuring any issue escalated or referred to other areas is resolved with agility and priority.

  • Follow-Up:Follow up on any open issue, referral, or consultation until it is resolved and confirm customer satisfaction, even if the issue was assigned to others. Promote the use of our digital channels for customer convenience.

  • Account Management:Process all types of deposit accounts, open new accounts, and cross-sell bank products and services. Implement the financial institution's client retention strategies.

  • Compliance:Ensure strict compliance with established bank policies, procedures, and regulations, including know your customer and anti-money laundering procedures in all transactions and customer interactions.

  • Additional Duties:Perform other duties as assigned.

Minimum Requirements:

  • Education:Bachelor's degree in Business Administration, Industrial Engineering, or related fields.

  • Experience:Three (3) years of experience in Call Center / Contact Center, Branches, and/or retail channels management environment. At least one (1) year of experience in financial services, insurance, mortgage, or financial advice is highly desirable.

  • Skills:Excellent consulting, sales, interpersonal, and communication skills (verbal and written). People-oriented, effectively dealing with clients of diverse backgrounds.

  • Knowledge:Experience with financial/banking products and knowledge of banking regulations, both local and federal.

  • Language:Fully bilingual - English and Spanish (verbal and written).

  • Technical Proficiency:Proficiency in MS Office (Word, Excel, Outlook), reporting systems, and other relevant software.

WORK AUTHORIZATION & ELEGIBILITY:

  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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