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Financial Sales Executive Jobs in Puerto Rico (NOW HIRING)

Pwc

Oracle Cloud CPQ Implementation Director

San Juan, PR · On-site

$155K - $410K/yr

Responsibilities - Leading the implementation and configuration of Oracle lead management, sales ... Business Administration/Management, Marketing, Commerce, Finance, Management Information Systems ...

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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.

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:

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.

AE - Store Team Leader (Store Manager)

American Eagle Outfitters, Inc.

Bayamon, PR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

American Eagle Outfitters rating

5.6

Company rating: 5.6 out of 10

Based on 627 frontline employees who took The Breakroom Quiz

67th of 105 rated fashion retailers

Job description

YOUR ROLE
As the full-time Store Team Leader, you are the CEO of your store! You are an entrepreneurial-minded business owner who takes pride in maximizing the daily operations of your store. You are passionate about developing a strong team through effective coaching and training, you are a pro at making tough, strategic decisions to drive your business, you consistently deliver operational excellence and your store is always rocking AEO Brand Standards. Most importantly, you bring your REAL self to work every day! 

 
YOUR RESPONSIBILITIES
  • You have a passion for driving results: You're an expert at driving sales by maximizing overall store productivity and building guest loyalty through a best-in-class guest experience. You're entrepreneurial-minded and you create, manage and own your store's business plan to meet KPI goals.
  • You're a business innovator: Because you own the controllable elements of your store's P&L, you are skilled at analyzing reporting and daily sales trends to make real-time, innovative business decisions in order to achieve store financial goals.
  • You're a people leader: You're passionate about recruiting, hiring and retaining a high-performing team. You're an advocate for your team's development, you encourage your team to pursue internal opportunities, and you always have a succession plan in place to ensure a clear career path for all associates. You take pride in developing store leadership through leadership development training, performance feedback, individual development plans and annual performance reviews.
  • You know that teamwork makes the dream work: You champion a culture of teamwork and recognition by establishing and communicating goals, holding your team accountable to brand standards, and celebrating and rewarding outstanding performance daily.
  • Your store rocks AEO Brand Standards: You ensure your store consistently maintains AEO Brand Visual Standards by owning all visual and merchandising processes. You are the "go-to" when it comes to Floorsets, merchandise adjustments and replenishment and your team always has a clear understanding of their role in keeping the store guest-ready.
  • Workforce Management - it's your "thing": You know that maximizing your business requires a well thought-out schedule! By evaluating traffic, calendars and payroll reports, you're able to make scheduling adjustments to meet business needs. As a result, payroll is always in check and you're always leveraging your top talent to deliver an impeccable guest experience.
  • Integrity is your middle name: You demonstrate integrity when making compensation decisions, you ensure audit and shrink results meet Asset Protection Standards, you follow AEO's policies and procedures, and you do the right thing - always.
YOU'D BE GREAT FOR THIS ROLE IF:
  • You love AE and Aerie products!
  • You've led functional teams in a retail management role previously - #practicemakesperfect!
  • You can multi-task and have attention to detail; priority-setting and time management are your strong suits.
  • You know how to lead and develop teams and have a general understanding of employment law.
  • You have a track record of effective communication and conflict management.
  • Business acumen? You've got it!
  • You understand how to analyze reporting to drive sales.
  • You have flexible availability - you're available to work when the guest shops!
OUR ASSOCIATES LOVE AEO BECAUSE:
  • They work with REAL people - there's nothing like your #AEOFamily.
  • They're given opportunities for development, the chance to learn new skills, and are offered great potential for career advancement.
  • They receive 40% off product at both AE & Aerie year-round (plus additional seasonal discounts with new Floorsets!)
  • They participate in store contests for the chance to win FREE merchandise and other exclusive prizes.
American Eagle is a leading American jeans and apparel brand, the go-to destination for casual style, embraced by generations of youth since 1977. We are rooted in authenticity, powered by positivity and inspired by our community. Our collections are designed to inspire self-expression and empower our customers to celebrate their own uniqueness. We have broadened our leadership by producing innovative, sustainable fabrics.
AEO is an Equal Opportunity Employer and is committed to complying with all federal, state and local equal employment opportunity ("EEO") laws. AEO prohibits discrimination against associates and applicants for employment because of the individual's race or color, religion or creed, alienage or citizenship status, sex (including pregnancy), national origin, age, sexual orientation, disability, gender identity or expression, marital or partnership status, domestic violence or stalking victim status, genetic information or predisposing genetic characteristics, military or veteran status, or any other characteristic protected by law. This applies to all AEO activities, including, but not limited to, recruitment, hiring, compensation, assignment, training, promotion, performance evaluation, discipline and discharge. AEO also provides reasonable accommodation of religion and disability in accordance with applicable law.
For Brand Ambassador and Stock positions, hiring will be based on need, however, applications are accepted on an ongoing basis.  For all other store jobs, applications will be accepted until the Apply Before date (if applicable), but may be extended based on applicant volume.
PAY/BENEFITS INFORMATION:
  • Actual starting pay is determined by various factors, including but not limited to relevant experience and location.
  • Subject to eligibility requirements, associates may receive health care benefits (including medical, vision, and dental); wellness benefits; 401(k) retirement benefits; life and disability insurance; employee stock purchase program; paid time off; paid sick leave; and parental leave and benefits.
  • Paid Time Off, paid sick leave, and holiday pay vary by job level and type, job location, employment classification (part-time or full-time / exempt or non-exempt), and years of service.  For additional information, please click HERE.
  • AEO may also provide discretionary bonuses and other incentives at its discretion.

What American Eagle Outfitters employees say

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