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Financial Sales Executive Jobs in Puerto Rico (NOW HIRING)

... 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 ...

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

... Legal, Finance, and executive stakeholders. * Lead the definition, governance, and ongoing ... Partner cross-functionally (Clinical, Analytics, Underwriting, Sales, Legal) to translate rebate ...

... Legal, Finance, and executive stakeholders. * Lead the definition, governance, and ongoing ... Partner cross-functionally (Clinical, Analytics, Underwriting, Sales, Legal) to translate rebate ...

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

Marketing Manager

Guaynabo, PR ยท On-site

$100 - $125/hr

Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which ... Collaborate with executive leadership to align marketing strategies with company objectives and ...

General Manager

San Juan, PR ยท On-site

$80 - $100/hr

... with engineering, sales and executive leadership.o Safety standards in general construction ... Will work with CFO for budgeting planning.o Negotiate prices with vendors and subcontractors.o Be ...

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.

Director of Operations

Carolina, PR ยท On-site

$150 - $200/hr

With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is ... future sales and operations efforts. * Meet all financial review dates and corporate directed ...

Director of Operations

Carolina, PR ยท On-site

$100 - $125/hr

With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is ... future sales and operations efforts. * Meet all financial review dates and corporate directed ...

Showing results 21-40

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.

Director Proposal Management Defense and Space

Embedded Shishya

Aguadilla, PR โ€ข On-site

$150 - $200/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Key responsibilities

  • Lead, mentor, and develop a team of proposal management professionals to support defense and space proposal operations.

  • Identify and implement process improvement initiatives to enhance proposal quality, efficiency, and responsiveness, including leveraging automation and emerging technologies.

  • Partner with cross-functional teams to develop solutions, facilitate reviews, analyze risks and opportunities, and present proposal performance and insights to senior leadership.


Job description

Job Description

We are seeking an experienced and strategic Director of Proposal Management to lead Defense and Space proposal operations supporting U.S. Government, OEM Defense, International Defense, and Space customers. This senior leadership role is responsible for driving winning proposal strategies, leading high-performing teams, improving proposal processes, and ensuring successful execution of complex RFQ, RFI, and RFP opportunities.

The ideal candidate is a transformational leader with deep expertise in proposal management, government contracting, cross-functional collaboration, and process improvement. This individual will work closely with executive leadership, sales, engineering, finance, and operations teams to secure new business and retain existing customers.

Responsibilities Key Responsibilities Team Leadership & Talent Development
  • Lead, mentor, and develop a diverse team of proposal management professionals.
  • Conduct performance evaluations, coaching, and career development planning.
  • Establish performance metrics and productivity goals.
  • Develop succession plans and build organizational capability for future growth.
  • Foster a culture of accountability, collaboration, and continuous improvement.
Process Improvement & Operations Excellence
  • Identify and implement process improvement initiatives to increase proposal quality, efficiency, and responsiveness.
  • Leverage automation and emerging technologies, including generative AI, to improve proposal operations.
  • Monitor key operational metrics and present results to executive leadership.
  • Improve proposal turnaround times and on-time delivery performance.
  • Lead continuous improvement efforts using Lean and Six Sigma methodologies.
Strategic Collaboration
  • Partner with Sales, Engineering, Finance, Contracts, and Program Management teams to develop compelling solutions.
  • Facilitate executive reviews, proposal kickoffs, and compliance reviews.
  • Analyze risks, opportunities, and business impacts to support strategic decision-making.
  • Present proposal performance, business insights, and organizational recommendations to senior executives.
Qualifications Required Qualifications
  • 10+ years of proposal management experience in Aerospace, Defense, Government Contracting, or related industries.
  • 5+ years of people leadership experience managing professional teams.
  • Strong understanding of RFQ, RFI, and RFP processes.
  • Knowledge of FAR and government proposal compliance requirements.
  • Experience leading cross-functional and geographically dispersed teams.
  • Proven success managing multiple priorities in a fast-paced environment.
  • Advanced Microsoft Office proficiency.
  • Strong presentation, communication, and stakeholder management skills.
Preferred Qualifications
  • Bachelorโ€™s Degree, Management, Operations, or related field
  • APMP membership or certification.
  • Six Sigma Green Belt certification.
  • Experience with Salesforce.com and data analytics tools.
  • Experience implementing process automation and AI-enabled business solutions.
  • Background supporting Defense, Aerospace, Aviation, or Space customers.
Key Competencies
  • Strategic Leadership
  • Proposal Management
  • Project Management
  • Business Process Improvement
  • Executive Communication
  • Relationship Building
  • Data-Driven Decision Making
  • Planning & Scheduling
  • Risk Management
  • Team Development
  • Continuous Improvement
  • Customer Focus
What Success Looks Like
  • Increased proposal win rates and business growth.
  • Improved proposal productivity, quality, and turnaround times.
  • Strong employee engagement and talent development.
  • Consistent on-time proposal delivery
  • Effective implementation of process improvements and operational efficiencies

Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. person, which is defined as, a U.S. citizen, a U.S. permanent resident, or have protected status in the U.S. under asylum or refugee status.

Benefits
  • Employer-subsidized medical, dental, vision and life insurance
  • Short-term and long-term disability coverage
  • 401(k) match, flexible spending accounts and health savings accounts
  • Employee assistance program and educational assistance
  • Parental leave and 12 paid holidays
  • Paid time off for vacation, personal and sick time

Explore your benefits: https://honeywellaerospacebenefits.com/

The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.

Honeywell Aerospace products and services are found on aircraft across commercial aviation, defense and space โ€” from engines and cockpit electronics to cabin systems, mechanical components and connectivity solutions. Our technology helps operators fly more safely, reduce fuel consumption, improve on-time performance and deliver a better experience for the people on board.

As aviation continues to evolve, we're also developing systems to support autonomous and supersonic platforms, bringing the same focus on safety and efficiency to the next era of flight. With approximately 36,000 employees worldwide and net sales of $17.4B in 2025, Honeywell Aerospace is one of the largest dedicated aerospace companies in the world. Explore our businesses: https://www.honeywellaerospace.com

Control Systems develops the thermal and motion control systems that help aircraft take off, land safely and protect the people on board. With more than 10 million passengers per day flying on aircraft equipped with our products and more than 75% of commercial flights beginning with our engine start systems, Control Systems reaches farther across the aviation industry than most people realize.

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