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Financial Sales Executive Jobs in Puerto Rico (NOW HIRING)

... strengthening executive customer relationships, mitigating risks, and ensuring alignment with ... Sales, Account Management, Delivery, and Finance to manage complex, multi-geography programs and ...

$13.50 - $18.50/hr

... financial needs such as reimbursement information and contract adherence in an effort to help the ... Adaptability, Building Trust, Customer Strategy, Hospital Sales, Identifying Sales Opportunities ...

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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.

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:

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.

Director of Operations

People Talent Acquisition

San Juan, PR • On-site

$150 - $210/hr

Other

Posted 8 days ago


Job description

Company Overview

Our client is one of the leading owners of commercial structures across the island and the United States, as well as urban complexes, manufacturing operations, and food distribution businesses. They are currently seeking a Director of Operations.

Job Summary

Serve as the primary operational integrator of the business, responsible for translating the corporate strategy into profitable and sustainable execution. Lead all critical value‑chain operations to ensure continuity, efficiency, structure, cost optimization, and competitive advantage, guaranteeing alignment between operational capacity, market demand, and business growth, as well as the operations of the business units.

This position has a direct impact on the profitability, continuity, and sustainability of the business. It is responsible for ensuring the operational execution of the corporate strategy, acting as a key pillar in generating value and competitive advantage for the organization.

Key Responsibilities
  • Design and lead an integrated operating model across Maintenance & Engineering, Operations, Planning, and Logistics to maximize efficiency, productivity, and asset utilization.
  • Ensure consistent execution of plant operations, maintenance, logistics, and distribution.
  • Define, implement, and monitor the operational strategy aligned with corporate objectives.
  • Translate business strategy into concrete, measurable, and sustainable operational plans.
  • Develop and manage high‑impact operational budgets.
  • Control and optimize the operational cost structure.
  • Make decisions based on financial analysis, productivity, and performance.
  • Ensure production, inventory, and distribution are aligned with business demand.
  • Guarantee supply chain efficiency and resilience.
  • Ensure optimal inventory levels and on‑time delivery performance.
  • Develop a high‑performance operational organization with clear roles, metrics, and accountability.
  • Identify, develop, and retain key talent to ensure continuity and succession.
  • Lead effectively in unionized environments, ensuring labor stability and compliance with collective bargaining agreements.
  • Promote a culture of discipline, responsibility, safety, and continuous improvement.
  • Ensure full compliance with regulatory, quality, and industrial safety standards.
  • Manage operational risks that may impact business continuity or reputation.
  • Establish robust operational controls and continuous monitoring systems.
  • Monitor operational performance through KPIs and strategic metrics.
  • Present periodic executive reports to senior management on results, deviations, and action plans.
  • Make timely corrective decisions based on data and operational trends.
  • Act as a strategic bridge between Operations and key areas: Sales, Finance, HR, IT, and Quality.
  • Align operational execution with corporate strategy.
  • Perform other duties or functions incidental to the role or assigned by the General Manager and/or any other authorized company officer.
Education & Certifications
  • Bachelor’s degree in Engineering, Sciences, or related fields.
  • Over 10 years of experience managing manufacturing plant operations, preferably in medium‑ to high‑complexity food industry environments.
  • Strong experience in business administration, financial management, project management, and preventive/predictive maintenance.
  • Experience in manufacturing, preferably in food or regulated industries.
  • Experience in supply chain, logistics, and managing multiple business units.
  • Experience in unionized environments and collective bargaining management.
  • Preferably holds Operational Excellence certifications such as Lean Manufacturing, Kaizen, Quality Control, or Food Safety.
  • Transformational leadership and strong results orientation.
  • Ability to communicate clearly, effectively, and fluently in both Spanish and English.
  • Extensive knowledge of computerized systems and programs such as MS Office and preferably SAP.
  • Availability to work nights and weekends.
  • Availability to travel within and outside the island.
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