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Financial Sales Professional Jobs in Puerto Rico

ADT

Business Sales Representative

San Juan, PR · On-site

$4.0K/wk

Whether it's a family home or a small business, our sales professionals are trusted advisors who ... We equip you with specialized training and the tools you need to meet your financial goals. For ...

ADT

Business Sales Representative

San Juan, PR · On-site

$4.0K/wk

Whether it's a family home or a small business, our sales professionals are trusted advisors who ... We equip you with specialized training and the tools you need to meet your financial goals. For ...

InsuraTec

Sales Representative (Remote)

Corozal, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Mayaguez, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Guaynabo, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Guayama, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Mayaguez, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Carolina, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Bayamon, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Manati, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Catano, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Cayey, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

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Showing results 1-20

All JobsFinancial Sales Professional JobsFinancial Sales Professional Jobs in Puerto Rico

Financial Sales Professional information

What is a financial sales professional?

Financial Sales Professionals are individuals who sell financial products and services, such as insurance policies, investment options, or banking solutions, to individuals and businesses. They assess clients' financial needs, provide tailored recommendations, and help clients make informed decisions about their finances. In addition to sales, they often build long-term relationships with clients and stay updated on financial markets and products. Strong communication, analytical, and customer service skills are essential for success in this role.

How does a financial sales professional typically collaborate with other departments to serve clients effectively?

As a Financial Sales Professional, you’ll frequently work alongside financial advisors, underwriters, and customer service teams to deliver comprehensive solutions to clients. Collaboration is key in ensuring that clients receive tailored products that fit their needs, and you’ll often coordinate with product specialists to stay updated on offerings and compliance requirements. Effective communication with internal partners not only helps you close sales but also fosters long-term client relationships through seamless service delivery.

What are the key skills and qualifications needed to thrive as a financial sales professional, and why are they important?

To thrive as a Financial Sales Professional, you need a solid understanding of financial products, sales strategies, and market analysis, often supported by a finance-related degree and relevant licenses such as Series 7 or 63. Familiarity with CRM software, financial planning tools, and trading platforms is typically required. Exceptional interpersonal skills, persuasive communication, and resilience set top performers apart in this competitive field. These abilities are crucial for building client trust, meeting sales targets, and adapting to dynamic financial markets.

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

AspectFinancial Sales ProfessionalFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or ChFC
Work EnvironmentSales-focused, often in banks, brokerages, or insurance firmsClient-focused, providing personalized financial planning
Employer & IndustryFinancial services firms, brokerage houses, insurance companiesIndependent or firm-based financial planning firms, banks

While both roles involve financial products, a Financial Sales Professional primarily focuses on selling financial products and meeting sales targets, often with a licensing requirement. A Financial Advisor emphasizes personalized financial planning and long-term client relationships, often with advanced certifications. Understanding these differences helps job seekers identify the right career path in the financial industry.

Is a financial sales professional a good career?

A financial sales professional is a career that involves selling financial products and services, often requiring strong communication skills and industry knowledge. It can offer high earning potential through commissions and bonuses, but also involves performance targets and market fluctuations. Success in this field often depends on certifications, experience, and building client relationships.

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 cities in Puerto Rico are hiring for Financial Sales Professional jobs?

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

Financial Sales Professional jobs near you
Infographic showing various Financial Sales Professional job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Associate, Sales and Mortgage Expert (SAME)

Oriental Financial Services LLC

San Juan, PR • On-site

$13.75 - $18.75/hr

Full-time

Re-posted 24 days ago

Job description

The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and will be responsible for production and quality and cross-selling of a wide variety of integrated solutions and financial services. The position works on site based in San Juan, PR (Plaza Las Americas branch).
WHO WE WANT:
  • Effective multitaskers who enjoy working in a fast-paced environment and can provide superior consulting and financial advisory to prospective clients.
  • Continuous learners excited to seek personal and professional growth in areas related to Retail Sales & Mortgage Production.
  • Collaborators who achieve great outcomes and cultivate teamwork through relationships.
  • Focused achievers or go-getters who succeed through hard work and consistent follow-through.
  • Project and process mindset with detail-oriented skills, whose clarity and concentration help them manage timelines for optimum productivity, efficiency and quality.

WHAT WILL YOU DO:
  • Use consultative selling to present integrated alternatives to clients, based on a mix of Oriental's products and services, such as certificates of deposits, checking and savings accounts, IRAs & DGI accounts, mortgage loans, consumer loans, credit cards and others.
  • Develops and manages profitable relationships with clients, creates customer rapport, profile and moves prospects down the sales funnel to convert from leads to customers.
  • Processes a variety of transactional activities to meet and exceed customer needs.
  • Strict compliance with the Bank's "Know Your Customer" and Anti Money Laundering" procedures.
  • Actively solicits business from prospect, clients, Real Estate Brokers, developers, builders and individual prospects to offer the following products: the F.H.A. Loans, Conventional Loans (Conforming, Non-Conforming/Jumbos), Second Mortgages, Mortgage-backed personal loans, Farmers' Home Loans and any other product that may be added. Informs to prospective loan clients of the financial institution's underwriting guidelines and applicable government regulations.
  • Interview prospective clients and completes each loan application and all pre-processing functions in a timely manner.
  • Continuously focused on developing new business relationships while retaining and expanding existing relationships with new financial services solutions.
  • Follows up after the initial sales encounter and existing customers to develop professional relationships; solicit new business.
  • Evaluates customer needs and refers them to the appropriate financial services representative or retail channel for investment, commercial and trust services, among others.
  • Contribute to the branch's sales and services goals' achievement by supporting teamwork initiatives.
  • Coordinate client services and liaise for all retirement plans administrative services between Trust Operations and Oriental Pension Consultants and other service providers. Participates in educational programs designed as continued education within Oriental Mortgage and Oriental Financial Group.
  • Other duties may be assigned.

WHAT YOU NEED:
  • Bachelor's degree in Business, Finance, Marketing or related fields required.
  • Two (2) years of experience in retail, sales, operations or customer service required.
  • Equivalent combination of education and experience required will be considered.
  • Superb consulting skills and working knowledge of sales process/ cycle and tactics highly preferred.
  • Customer-service oriented, results-driven, highly motivated, self-starter who possesses a strong work ethic and the desire to help others plan for and protect their financial futures.
  • Strong collaboration and teamwork with excellent interpersonal and communication skills.
  • Ability to meet deadlines, attain sales quotas / targets, manage multiple priorities.
  • Skilled and able to build rapport with new and prospective customers and colleagues.
  • Fully bilingual - English and Spanish (verbal and written)
  • Computer savvy including MS Office (Word, Excel, Power Point, Outlook) required. Knowledge of web-based and other banking software and applications preferred (CRM/ Salesforce, among others).
  • Availability to work any day of the week and flexibility to work overtime and/or irregular schedules based on branch hours of operations is required.

WHAT WE OFFER:
  • Extensive and ongoing learning and development through training, coaching and mentoring.
  • A strengths-based, engagement-focused and performance-oriented culture.
  • Collaborative work environment and career advancement opportunities.
  • Work that aligns our mission with your purpose and skills.
  • An opportunity to make an impact in both our clients financial wellness and directly contribute to Oriental's vision.
  • Competitive base pay and incentives (variable pay) based on attainment of established goals and targets (includes mortgage & all bank products).

WORK AUTHORIZATION & ELEGIBILITY:
  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
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