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Financial Sales Executive Jobs in Puerto Rico (NOW HIRING)

Intl Acct Exec IV/PR

Carolina, PR · On-site

$70 - $110/hr

... Finance. Four (4) Years Commercial Or Industrial Sales Experience Which Includes One (1) Year As A ... Sales Executive. Ability To Organize Large Amounts Of Information And Establishes Priorities.

New

Intl Acct Exec Iv/Pr

Carolina, PR · On-site

$100 - $150/hr

... Finance. Four (4) Years Commercial Or Industrial Sales Experience Which Includes One (1) Year As A ... Sales Executive. Ability To Organize Large Amounts Of Information And Establishes Priorities.

New

... Finance. Four (4) Years Commercial Or Industrial Sales Experience Which Includes One (1) Year As A ... Sales Executive. Ability To Organize Large Amounts Of Information And Establishes Priorities.

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Collections or financial services (preferred) Skills * Strong communication and closing skills * Ability to build trust quickly * Objection handling and negotiation ability * Comfortable working with ...

Account Executive II

San Juan, PR · On-site

$102.26 - $178.96/hr

Achieve financial targets for assigned book of business. · Develop and maintain solid business ... Participate in internal sales, product development, and strategic executive meetings, taking an ...

As the Publisher Account Executive, you are responsible for growing, optimizing, and finding new ... Work cross-functionally across Sales, Legal, Product, Finance, and Technology departments to drive ...

As the Publisher Account Executive, you are responsible for growing, optimizing, and finding new ... Work cross-functionally across Sales, Legal, Product, Finance, and Technology departments to drive ...

Deputy CEO (San Juan)

San Juan, PR · On-site

$109K - $142K/yr

... financial performance, operational excellence and regional expansion. This is a senior executive ... Provide executive oversight of Sales, Operations, Talent Delivery and other key business functions.

New

Route qualified opportunities to the appropriate sales executives for further development and ... Analyze the choices and financial capacities of every customer and suggest suitable products

IT Director

Hatillo, PR · On-site

$120 - $150/hr

The Director serves as the bridge between executive leadership, manufacturing operations, sales, finance, and supply chain teams to ensure technology investments align with business objectives ...

The Director serves as the bridge between executive leadership, manufacturing operations, sales, finance, and supply chain teams to ensure technology investments align with business objectives ...

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Financial Sales Executive information

What is a financial sales executive?

Financial Sales Executives are professionals responsible for selling financial products and services, such as investment plans, insurance policies, and banking solutions, to individuals or businesses. They identify potential clients, assess their financial needs, and recommend suitable products to help them meet their goals. In addition to sales, they often provide ongoing client support and maintain long-term relationships to ensure customer satisfaction and retention. Strong communication, negotiation, and analytical skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial sales executive?

To succeed as a Financial Sales Executive, you need strong knowledge of financial products, sales techniques, and market analysis, often supported by a relevant degree and industry certifications such as FINRA Series 7 or 63. Familiarity with CRM platforms, financial planning software, and trading systems is typically required. Exceptional interpersonal skills, negotiation abilities, and resilience help you build trust and close deals in a competitive environment. These skills are vital for driving revenue growth, maintaining compliance, and providing tailored financial solutions to clients.

What are some common challenges financial sales executives face when building and maintaining client relationships?

Financial Sales Executives often encounter challenges such as gaining clients' trust, staying informed about rapidly changing financial products, and meeting aggressive sales targets. Establishing credibility requires consistent communication and a deep understanding of each client's financial goals. Additionally, navigating compliance regulations while offering tailored solutions can be demanding, but strong interpersonal skills and ongoing professional development can help overcome these hurdles.

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

AspectFinancial Sales ExecutiveFinancial Advisor
CredentialsSales certifications, licenses (e.g., Series 7, Series 63)Certifications like CFP, CFA, or ChFC
Work EnvironmentFinancial institutions, sales offices, client meetingsIndividual client consultations, advisory firms
Employer & IndustryBanks, brokerage firms, insurance companiesIndependent or firm-based financial planning firms
Primary FocusSelling financial products and servicesProviding personalized financial planning and advice

While both roles involve finance and client interaction, a Financial Sales Executive primarily focuses on selling financial products, whereas a Financial Advisor provides comprehensive financial planning and personalized advice. The roles often overlap in client engagement but differ in their core responsibilities and certifications.

Is a financial sales executive a stressful job?

A financial sales executive often faces stress due to targets, client demands, and market fluctuations. Success in this role requires strong communication skills, resilience, and the ability to manage pressure in a competitive environment.

What does a financial sales executive do?

A financial sales executive sells financial products and services such as investments, insurance, or banking solutions to clients. They analyze client needs, provide tailored recommendations, and build relationships to meet sales targets, often using CRM tools and maintaining industry certifications. Strong communication and sales skills are essential for success in this role.

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 Executive jobs in Puerto Rico?

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

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

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

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

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

Infographic showing various Financial Sales Executive job openings in Puerto Rico as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, 2% Temporary, and 1% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

Intl Acct Exec IV/PR

FedEx Group

Carolina, PR • On-site

$70 - $110/hr

Other

Posted 2 days ago

New


Job description

To Provide Current And Potential Fedex Customers With The Ability To Compete And Grow In The Domestic And Global Environment By Using Fedex Services To Become Time Based Competitors. To Demonstrate Conclusively That Fedex Is The Competitive Edge That Enables The Customer To Lower Costs And Increase Profits.

Bachelor'S Degree/Equivalent Preferably In Business Administration, With Major In Marketing And Finance. Four (4) Years Commercial Or Industrial Sales Experience Which Includes One (1) Year As A Fedex Sales Executive. Ability To Organize Large Amounts Of Information And Establishes Priorities. Ability To Understand Customer'S Annual Reports, Profit And Loss Statements, Balance Sheets, Total Cost Concepts, And Functions Of Major Divsions Within Customers Organizations. Demonstrated Ability To Achieve Major Account Sales Goals And To Plan And Execute Major Customer Sales Strategies. Strong Human Relations, Communications, And Negotiation Skills. Must Satisfy Requirements Established In Career Progression Path. Overnight Travel Required.

Minimum Education

Bachelor's degree/equivalent in business administration, with major in marketing and finance.

Minimum Experience

Four (4) years commercial or industrial sales experience which includes one (1) year as a FedEx sales executive.

Knowledge, Skills, and Abilities

Ability to organize large amounts of information and establishes priorities.

Ability to understand customer's annual reports, profit and loss statements, balance sheets, total cost concepts, and functions of major divisions within customers organizations.

Demonstrated ability to achieve major account sales goals and to plan and execute major customer sales strategies.

Strong human relations, communications, and negotiation skills.

Must satisfy requirements established in career progression path.

Job Conditions

Some travel required

Federal Express Corporation is an Equal Opportunity Employer including, Vets/Disability.

Reasonable accommodations are available for qualified individuals with disabilities throughout the application process.

Applicants have rights under Federal Employment Laws:

  • Know Your Rights
  • Pay Transparency
  • Family and Medical Leave Act (FMLA)
  • Employee Polygraph Protection Act

E-Verify Program Participant: Federal Express Corporation participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:

  • E-Verify Notice (bilingual)
  • Right to Work Notice (English) / (Spanish)
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