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Financial Sales Executive Jobs in Puerto Rico (NOW HIRING)

Grupo Triple-S

Sales Coordinator

Guaynabo, PR · On-site

$16 - $22.25/hr

Prepare and deliver key reports to executive leadership, including monthly and ad-hoc reports, as ... Finance, Marketing) LICENSES AND CERTIFICATIONS * None required COMPETENCIES * Manages Ambiguity

Weil Group, Inc

IT Director

Hatillo, PR · Hybrid

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 ...

Weil Group, Inc

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 ...

Weil Group, Inc.

IT Director

Hatillo, PR · On-site

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 ...

Marriott

PR · On-site

Ensures tax rates used for sales/use tax are current and proper amounts are collected and/or ... Proving Financial Information and Guidance to Others Informs and/or updates the executives, the ...

Fulcro Insurance

Human Resources Director

San Juan, PR · On-site

... drive sales growth, and enhance their competitive edge through advanced digital tools and ... This role serves as a strategic partner to the executive team, driving initiatives that strengthen ...

Ericsson

Account Manager - New Business

San Juan, PR · On-site

Orchestrate and lead virtual account and pursuit teams (finance, delivery, legal, solution teams ... Clear, compelling executive communication, storytelling and sales presentations. * High stakeholder ...

New

Grupo Triple-S

Information Specialist

Guaynabo, PR · On-site

Actively interacts with Configuration, Sales, Underwriting and Finance divisions to ensure that ... Interact with Sales and Renewal executives and other parties as Verification and SIAV Department ...

Socket.dev

Sr Manager, Chief Risk Officer

San Juan, PR · On-site

$180 - $260/hr

... in Sales/Credit, Service Operations, Legal/Compliance, Data Science, Pricing/Finance, and ... Primary Job Accountabilities Risk Management Lead the CEO's risk scorecard accomplishments by ...

Toyota

Sr Manager, Chief Risk Officer

San Juan, PR

... in Sales/Credit, Service Operations, Legal/Compliance, Data Science, Pricing/Finance, and ... Lead the CEO's risk scorecard accomplishments by supporting associated initiatives. * Support ...

Fulcro Insurance

Director of Operations

San Juan, PR · On-site

Present periodic executive reports to senior management on results, deviations, and action plans ... Sales, Finance, HR, IT, and Quality. * Align operational execution with corporate strategy.

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Showing results 1-20

All JobsFinancial Sales JobsFinancial Sales Executive JobsFinancial Sales Executive Jobs in Puerto Rico

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.

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.

Is a financial sales executive a good career?

A financial sales executive is a role that involves selling financial products and services, often requiring strong communication, sales skills, and industry knowledge. It can be a lucrative career with opportunities for commission-based income and career advancement, but it also requires resilience and the ability to meet sales targets regularly.

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.

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:
Financial Sales Executive jobs near you
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.

Credit Repair Sales Executive

Legal Credit Solutions

San Juan, PR • On-site

$25K - $30K/mo

Full-time

Medical

Re-posted 7 days ago

Job description

Position Summary

The Credit Repair Sales Representative is responsible for generating new business, consulting with prospective clients, and enrolling qualified customers into credit repair and financial improvement programs. This role requires strong communication, sales, and customer service skills, with the ability to explain credit-related solutions clearly and ethically.

The ideal candidate is goal-oriented, persuasive, and comfortable working in a fast-paced, performance-driven environment.

Key Responsibilities

  • Handle inbound and outbound sales calls
  • Educate potential clients on credit repair services and processes
  • Review basic credit report information with prospects
  • Identify client needs and recommend appropriate solutions
  • Convert qualified leads into enrolled customers
  • Follow up with leads consistently to maximize conversions
  • Maintain accurate CRM notes and client records
  • Meet or exceed sales goals and performance metrics
  • Provide professional customer service throughout the sales process
  • Ensure compliance with applicable consumer protection regulations

Qualifications

Experience

  • 2+ years of experience in:
    • Sales
    • Customer service
    • Collections or financial services (preferred)

Skills

  • Strong communication and closing skills
  • Ability to build trust quickly
  • Objection handling and negotiation ability
  • Comfortable working with KPIs and sales targets
  • Basic understanding of credit reports and credit scores preferred

Company Description

At Legal Credit Solutions, we help consumers improve their financial future through ethical and compliant credit restoration services. We invest in our employees through professional development, leadership training, performance-based incentives, and opportunities for career advancement. Our culture rewards accountability, innovation, teamwork, and a commitment to delivering exceptional customer experiences while maintaining the highest standards of compliance and integrity.